Bryan T San Jose

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Biography

Bryan San Jose is an associate in the Estate and Wealth Transfer Planning Group at Bose McKinney & Evans. He focuses his practice on estate plans for clients at all net worths, drafting and funding irrevocable trusts, creating business succession plans, formation of LLCs, and providing guidance on fiduciary duties and obligations for individual and corporate personal representatives, trustees and guardians.

Prior to joining the firm, Bryan was an associate attorney at firms in Fort Wayne and Indianapolis, where he developed estate plans and drafted estate planning documents, handled guardianship cases, drafted purchase agreements for the sale of residential property and provided counsel on prenuptial agreements. While in law school, Bryan completed more than 250 pro bono hours through the Access to Justice program. He was a Bradley fellow in Criminal Law and Procedure, the 2021 recipient of the Outstanding Contribution to Student Life Award and treasurer of the Latinx Law Student Association.

Honors / Awards

Indiana Super Lawyers - Rising Stars Edition 2025, for Estate Planning & Probate

Appearances / Publications

'Life Ahead: Estate Administration/Insight & Information,' PBS Fort Wayne, aired July 5, 2023

'Estate Administration Insight & Information ' Season 2023 Episode 912

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Areas of Practice (7)

  • Business Services
  • Business Succession Planning
  • Estate Administration
  • Estate and Wealth Transfer
  • Planning
  • Estate Planning
  • Guardianships and Commitments

Education & Credentials

University Attended:
Sam Houston State University, B.A., History, 2017
Law School Attended:
Indiana University Maurer School of Law, J.D., 2021
Year of First Admission:
2021
Admission:
2021, Indiana
Memberships:

Appointments / Memberships

Bryan is a member of the Central Indiana Community Foundation's Professional Advisor Leadership Council, the Anthony Wayne Rehabilitation Center board of directors and the Estate Planning Council of Indianapolis, Inc.

ISLN:
1001156880

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Location

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Contact Information:

www.beersmallers.com/bryan-san-jose

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