Top 10 Planning Strategies in the Rush to Plan in 2025
Laura Zwicker, Greenberg Glusker Private Client Services Chair, and Stefanie Lipson, Greenberg Glusker Private Client Services Partner, are slated to present, "Top 10 Planning Strategies in the Rush to Plan in 2025," for both CLE and CPE credit as part of Northern Trust's 2025 Master Series. This lunch presentation will take place at Panevino in Las Vegas on Tuesday, February 11.
Laura Zwicker’s practice focuses on advising multinational and domestic families across generations on the tax, trust, and philanthropic issues involved in global and domestic wealth transfer. Laura provides tailored advice on tax residency and pre-immigration and emigration structuring, counsels founders on liquidity event planning, and serves as outside counsel to family offices and fiduciaries on a variety of planning issues, including the implications of family members and beneficiaries becoming U.S. tax resident. Laura partners with leading legal, tax, and family office advisors across Europe, Asia, Australia, and New Zealand, to ensure integrated structuring that best achieves clients’ objectives across jurisdictions. Laura has received many accolades, including being ranked in Band 1 in Chambers and Partners Global High Net Worth Guide (2016-2024) for Private Wealth Law.
Stefanie Lipson 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.