Gursey Schneider is proud to congratulate Brian Gray, Gary Krausz, and Yishai Kabaker on their selection for inclusion among the Los Angeles and San Francisco Daily Journal’s 2026 “Top Estate and Wealth Management Non-Attorney Professionals.” This is the second year Brian, Gary, and Yishai have been recognized on the esteemed list, which honors non-attorney professionals central to the estate and wealth management fields.
In Brian’s profile, the Daily Journal highlights his practice advising high-net-worth individuals, families, and their estate planning attorneys on impactful tax strategies related to wealth transfer and philanthropy. Tax structures, including trusts, family limited partnerships, foundations, and other asset-holding structures, remain central to his practice, but as Brian emphasizes, understanding a client’s objective and assembling a collaborative team of advisors is crucial in turning their goals into fruition.
Brian shares his outlook for the field’s future, noting, “We’re in the early stages of what is expected to be the largest generational wealth transfer in history, and more clients are recognizing that thoughtful planning needs to happen well before the actual transfer of assets.”
Gary’s profile highlights his robust professional background, underscoring his financial expertise and the 30 years of auditing experience he brings to his practice, representing high-net-worth families in tracing and valuing assets, uncovering misappropriated funds, and resolving complex financial dispute matters. On the importance of this work, Gary tells the Daily Journal, “By delivering accurate analysis and expert testimony, forensic accountants equip trust and estate attorneys and the probate courts with reliable financial data that strengthens their legal case, ensures fiduciary compliance, and helps protect beneficiaries’ interests.”
As technology continues to progress, Gary highlights how he has adapted and incorporated such advancements into his practice, sharing, “We can use technology to review and summarize vast amounts of financial data much more efficiently,” and states, “This enables us to spend more time explaining, writing, and thinking, and less time with manual and repetitive tasks.”
The Daily Journal highlights Yishai’s effective work in advising attorneys on trust formation and ensuring fiduciaries carry out estate plans once they’re in place. The edition spotlights Yishai’s comprehensive understanding of the field, highlighting his 15 years of experience in wealth management before shifting his practice to tax compliance and consulting, with a specialty in qualified small business stock trust planning. Yishai highlights what he finds so interesting about trusts, sharing, “As I developed as a tax professional, trusts in particular were unique entities operating in the intersection of flowthrough entities and endpoint taxpayers.”
To conclude his feature, Yishai emphasizes the importance of trust planning through collaboration, and shares, “I really enjoy the collaborative nature of estate planning where a whole team can come together to help taxpayers execute on their vision for themselves and their families.”
Read the full profiles in the Daily Journal’s Estate and Wealth Management issue below (subscription required):