Publications
Article
How Much To Say and When: A Growing Contradiction for Trustees and Advisors in United States Nextgen Trust Planning
October 9, 2025 – ThoughtLeaders4 High Net Worth Litigation, Advisory & Divorce Magazine
by Laura A. Zwicker and Stefanie J. Lipson
Article
Avoid Generalizations In Working With NextGens
October 6, 2025 – Los Angeles Business Journal
by Laura A. Zwicker and Stefanie J. Lipson
Client Alert
Out with a Whimper: FinCEN Issues Interim Final Rule on Corporate Transparency Act, Narrows BOI Reporting Requirements
April 15, 2025
by Daniel Cousineau, Robin Finch, James Han, Sally C. James, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Marc M. Stern, Joel Weinstein, and Laura A. Zwicker
Client Alert
Corporate Transparency Act Back in Effect: Updated BOI Compliance Deadlines
March 4, 2025
by Daniel Cousineau, Robin Finch, James Han, Sally C. James, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Marc M. Stern, Joel Weinstein, and Laura A. Zwicker
Client Alert
Nationwide Injunction Halts Enforcement of the Corporate Transparency Act
December 6, 2024
by Daniel Cousineau, Robin Finch, James Han, Sally C. James, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Joel Weinstein, and Laura A. Zwicker
Client Alert
Corporate Transparency Act: Reporting Deadline Approaching
September 16, 2024
by Daniel Cousineau, Robin Finch, James Han, Sally C. James, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Joel Weinstein, and Laura A. Zwicker
Article
The Corporate Transparency Act - Summary of Entity Reporting Obligations
February 5, 2024
by Daniel Cousineau, Robin Finch, James Han, Sally C. James, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Joel Weinstein, and Laura A. Zwicker
Client Alert
Corporate Transparency Act: Action Plan for Upcoming Reporting Requirements
December 27, 2023
by Daniel Cousineau, Robin Finch, James Han, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Joel Weinstein, and Laura A. Zwicker
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
IRS Announces 2022 Inflation Adjusted Amounts For Transfer Taxes
December 10, 2021 – Greenberg Glusker Client Alert
by Marc M. Stern 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
Client Alert
IRS Issues Notice Providing for the Delay of Federal Tax Filings and Federal Tax Payments
April 10, 2020
by Laura A. Zwicker, Darryl W. Cluster, Stefanie J. Lipson, and Marc M. Stern
Client Alert
Important Tax Updates – COVID-19 Edition
April 10, 2020
by Laura A. Zwicker, Darryl W. Cluster, Stefanie J. Lipson, and Marc M. Stern
Client Alert
Bill Proposed In California Legislature Would Tax Transfer Of Wealth Over $3.5 Million
March 29, 2019 – Greenberg Glusker Client Alert
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
As Marvel movies soar, Stan Lee sees his private life crumble, with allegations of elder abuse
June 29, 2018 – Los Angeles Times
by Laura A. Zwicker
Client Alert
Doubling Down: Gift, Estate and GST Tax Changes Under the Tax Cut and Jobs Act
December 20, 2017 – Greenberg Glusker Client Alert
by Darryl W. Cluster, Stefanie J. Lipson, Marc M. Stern, and Laura A. Zwicker
Client Alert
Transfers of Family-Controlled Business Entities to Family Members Could Get More Expensive
September 2, 2016 – Greenberg Glusker Client Alert
by Darryl W. Cluster, Stefanie J. Lipson, Marc M. Stern, and Laura A. Zwicker
Article
Greenberg Glusker’s Private Client Services Group Recognized in Chambers and Partners Inaugural High Net Worth Guide
June 24, 2016 – Greenberg Glusker Media Mention
by Bob Baradaran and Laura A. Zwicker
Article
'Heirs' to Prince's millions are multiplying
June 16, 2016 – USA Today
by Laura A. Zwicker
Article
Chambers USA 2016 Rankings Recognizes Greenberg Glusker and Six Partners
June 10, 2016 – Chambers
by Brian L. Davidoff, David E. Cranston, Pete Nyquist, Bonnie E. Eskenazi, Laura A. Zwicker, and Bob Baradaran
Article
Questions Persist Around Settling Prince's Estate
April 28, 2016 – LifeHealth Pro
by Laura A. Zwicker
Article
Prince Died Without A Will. What Happens Next To His $150 Million-Plus Estate?
April 27, 2016 – Forbes
by Laura A. Zwicker
Article
Prince Knew Law Firms Just Wanted His ‘Extra Time’
April 21, 2016 – Bloomberg BNA
by Laura A. Zwicker
Article
23 Greenberg Glusker Attorneys Named to Super Lawyers 2016
January 22, 2016 – Super Lawyers
by Benjamin Alexander, Andrew M. Apfelberg, Ricardo P. Cestero, Brian L. Davidoff, Lee A. Dresie, Bonnie E. Eskenazi, Gary L. Kaplan, Wendy E. Lane, Steven J. Lurie, Pete Nyquist, Charles N. Shephard, Marc M. Stern, Laura A. Zwicker, and Kenneth S. Fields
