Publications
Article
Avoid Generalizations In Working With NextGens
October 6, 2025 – Los Angeles Business Journal
by Laura A. Zwicker and Stefanie J. Lipson
Article
Competitive Advantages For Family Offices In Direct Acquisitions of Private Companies
July 18, 2025 – Trust & Estates Magazine
by Andrew M. Apfelberg and Stefanie J. Lipson
Article
Navigating International Legal Considerations for Advisors Serving Multi-National Families: Part 2
November 10, 2023 – Trusts & Estates
by Laura A. Zwicker
Article
Cross Border Prenups
October 25, 2023 – WealthManagement.com
by Laura A. Zwicker
Article
Top Tax and Legal Considerations for Wealthy Families Going Global
October 2, 2023 – Los Angeles Business Journal
by Laura A. Zwicker and Stefanie J. Lipson
Article
Navigating International Legal Considerations for Advisors Serving Multi-National Families
July 20, 2023 – WealthManagement.com
by Stefanie J. Lipson and Laura A. Zwicker
Client Alert
U.S. Senate Introduces Legislation for Higher Taxes on Wealth
March 26, 2021
by Stefanie J. Lipson, Laura A. Zwicker, and Marc M. Stern
Client Alert
Proposition 19 Set to Limit Ability to Transfer California Real Property Between Parents and Children Without Property Tax Reassessment
November 13, 2020
by Stefanie J. Lipson, Marc M. Stern, and Laura A. Zwicker
Client Alert
Does the Golden State Want Your Gold? California Legislature Resumes Discussions Of New Annual Wealth Tax
August 17, 2020
by Darryl W. Cluster, Stefanie J. Lipson, Marc M. Stern, and Laura A. Zwicker
Article
Aretha’s lack of a will could make things rocky for heirs
September 2, 2018 – Associated Press
by Laura A. Zwicker
Article
UTA Signs Ray Bradbury Estate (Exclusive)
July 24, 2018 – The Hollywood Reporter
by Marc M. Stern and Alla Savranskaia
Article
Happy Birthday to the Estate Tax
October 31, 2016 – Accounting Today
by Stefanie J. Lipson
