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David G. Bjornstrom
dbjornstrom@andersonzeigler.com

The focus of my practice is to assist clients with the efficient transfer of financial assets to their successors, as well as to assist with their financial, business and personal needs.

The most satisfaction I get from my job comes from the interpersonal relationships with valued clients and the confidence they place in me to really care for their needs and assist them and their families. Clients often tell me that I have simplified their planning and implemented their goals in a clear, efficient way.

David G. Bjornstrom

David has deep roots in Sonoma County, having lived here for nearly 45 years, along with a large extended family.

He specializes in helping clients and their families with their tax, business and estate planning, including living trusts, gifting to the next generation or to charity through the use of Trusts and other techniques. He assists families in administering the Trust or estate upon incapacity or death. Taxes are often a major planning consideration for his clients, and he has many years of successful experience in dealing with the IRS Estate Tax and Income Tax departments.

Practice Areas:

  • Estate Planning
  • Taxation
  • Trust and Probate Administration
  • Business Law

Bar Admission:

  • California State Courts
  • U.S. District Court, Northern District of California
  • U.S. Tax Court
  • U.S. Claims Court
  • United States Supreme Court

Education:

  • Thomas Aquinas College (B.A., 1980)
  • Hastings College of the Law, University of CA (J.D., 1983)

Associations:

  • Sonoma County Bar Association
  • Redwood Empire Estate Planning Council
  • Handicapables (senior citizen meals program)
  • Free-To-Be (abstinence education program)
  • Various pro-life organizations

Noteworthy:

  • I have a wonderful wife of 27 years, six children, including two adopted from China; hobbies include windsurfing, tennis and all sorts of family activities

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