Greenberg Glusker is pleased to announce that Chambers and Partners has recognized the following three Greenberg Glusker attorneys in its 2023 High Net Worth Guide: Laura Zwicker, Chair of the firm's Private Client Services practice; Benny Roshan, Chair of the firm's Probate, Trusts & Estates Litigation group; and Jillian Berk, a litigation attorney and member of the firm's Probate, Trusts & Estates Litigation group.

This is the eighth consecutive year that Laura Zwicker has received this prestigious recognition by Chambers and Partners, and she maintains her ranking in Band 1 for Private Wealth Law. In her third year of being ranked in the guide, Benny Roshan is elevated to Band 2 for Private Wealth Disputes. Jillian Berk is recognized this year in the "Associates to Watch" category.

Greenberg Glusker's Private Client Services practice is recognized in Band 3 in the Private Wealth Law section, and the firm's Probate, Trusts & Estates Litigation group is recognized for the first time in Band 2 in the Private Wealth Disputes section of the Guide.

Chambers High Net Worth ranks the top lawyers and law firms for international private wealth based on in-depth analysis provided by their team of experienced researchers. The guide is used by family offices and professional advisers to wealthy individuals, providing objective guidance on an international scale. Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions collecting hundreds of thousands of responses annually from clients, the majority via in-depth interview.

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Lawyers

Laura Zwicker (Band 1)

Laura Zwicker advises individuals and families on international and domestic tax and estate planning issues and business succession planning. Her practice focuses primarily on counseling ultra-high net worth individuals and their families in connection with domestic and international estate and tax planning issues and business succession planning; advising financial institutions with regard to fiduciary and custodial issues; forming, advising and dissolving non-profit organizations; and probate and post-death trust administration.

Chambers review: Laura Zwicker shows a high level of sophistication and experience in her work, advising individual clients around the globe in complex planning and structuring matters. Multiple clients praise her services, especially highlighting her ability to instill confidence through her responsiveness, transparency and understanding. Market commentators generally regard her as a leading figure.

Benazeer "Benny" Roshan (Band 2)

Benny Roshan's practice encompasses all aspects of litigation involving substantial trusts and estates, including guardianship and conservatorships. For nearly twenty years, Benny has successfully represented a wide range of fiduciaries and beneficiaries in disputes involving trusts, fiduciary appointments, accountings, removal, and surcharge. Benny is recognized by Chambers and Partners in their High Net Worth Guide for 2021 - 2023. In 2018, the Daily Journal named Benny one of the Top 40 Lawyers Under 40 in the State of California.

Chambers review: Benazeer Roshan receives a broad array of endorsements from clients, who praise the experience, expertise and client service that she brings to complex mandates. Advises on most of the group's recent matters, demonstrating her importance to the practice, handling a range of sophisticated mandates including some with cross-border elements.

Jillian Berk (Associates to Watch)

Jillian is passionate about advocating for clients in a broad range of litigation matters, with a special focus on trust and estates litigation and other high-stakes fiduciary disputes. She has successfully brought and opposed both dispositive and other motions, including discovery motions and motions for summary judgment. She has also assisted with researching and drafting briefs in state and federal appellate matters. 

Chambers review: Jillian Berk elicits a number of positive client assessments, as sources consistently highlight her strong research and communication skills. 

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Practice Groups

Private Client Services (Band 3)

Our Private Client Services Group serves some of the most discerning ultra-high net-worth individuals and families in California and beyond, as well as family offices, corporate and individual professional fiduciaries, and public and private non-profit organizations. We provide advice and counsel to real estate investors and developers, internet entrepreneurs, hedge fund principals, actors, artists, authors and athletes in preserving privacy and control over their assets, and allowing for tax efficient succession that reflects their wishes and values at all stages of life. Our noted clients trust our seasoned professionals to help them successfully navigate wealth transfer and preservation, and develop the right documents to reflect their individual aspirations and values, and accomplish family and business objectives. Our clients also turn to us when there is a need for more public representation, whether involving gift and estate tax disputes with the Internal Revenue Service or contentious trusts and estates matters that require litigation advice.

Chambers review: Greenberg Glusker's Private Client Services group garners widespread support from clients. Sources consistently praise the group's performance, noting in particular its responsiveness, ability to handle complex mandates and bench strength. Additionally, one source appreciates that it can "explain complicated matters in a digestible manner."

Probate, Trusts & Estates Litigation (Band 2)

For decades, Greenberg Glusker has represented beneficiaries, executors, trustees, partnerships, corporations, financial institutions, charities and nonprofits in a variety of trusts and estates litigation matters. The firm has handled the entire spectrum of trusts and estates disputes including litigating the validity of trusts and wills, breach of fiduciary duty claims (including removal and suspension actions), and contested conservatorship and guardianship proceedings. In addition, given the full-service nature of the firm’s services, we draw upon the expertise of our colleagues in other practices when necessary.

Chambers review: Greenberg Glusker's Probate, Trusts & Estates Litigation group is widely appreciated by clients. The firm elicits extensive praise from clients, who highlight its bench strength, responsiveness and knowledge. Moreover, some interviewees remark on its lawyers' ability to understand and adapt to specific client needs as well as their willingness to go "above and beyond the call of duty."

Resources

• Chambers and Partners | 2023 High Net Worth Guide