Case study: succession challenges in a new era
Greenberg Glusker Private Client Services Partner, Stefanie J. Lipson, is slated to participate on the "Case study: succession challenges in a new era" panel at the Transcontinental Trusts: Bermuda - 11th Annual Conference.
The panel is scheduled for Friday, May 16 from 11:00 a.m. - 11:45 a.m. and will address the following topics:
- How to facilitate the transition to the next generation when wealth-earners are still in the picture
- Conflicting priorities in a family business dynamic
- Next generation and governance issues
- Great Wealth Transfer
Stefanie J. Lipson is a Partner in the Private Client Services group of Greenberg Glusker LLP. Stefanie provides comprehensive tax counsel to domestic and international families and family offices, real estate and tech entrepreneurs, high-profile entertainment industry figures, private investors, and closely held business owners in all aspects of their family’s personal wealth and succession planning. Stefanie advises her clients in proactive wealth transfer, income, and property tax planning strategies, pre-liquidity transaction planning, and pre- and post-death administration, with focused expertise in generation-skipping transfer tax, planning with S corporations, California real property tax, privacy structures, and cross-border trust planning and residency issues. She is a frequent author and speaker on domestic and cross-border wealth transfer planning topics and has been recognized in Chambers' High Net Worth Guide in the area of Private Wealth Law and in The Best Lawyers in America.
