Greenberg Glusker

Estate Planning Experience

Represented numerous estates and trusts in the orderly administration and distribution of their assets
Successfully defended several Trustees who have been alleged to have failed to follow the terms of the trusts that they were administering
Successfully represented beneficiary against Trustee who had committed multiple breaches of trust and obtained $1 million judgment against Trustee
Obtained $500,000 settlement for daughter who had received nothing from mother's estate due to step-father's undue influence over mother
Obtained numerous favorable valuation settlements, including discounts for lack of control and marketability, with Internal Revenue Service in connection with estate and gift tax return audits
Established investment vehicles for families to diversify investments and centralize management
Advised clients regarding economics and advisability of various sophisticated transfer tax plans, such as Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, Charitable Remainder Trusts, Charitable Lead Trusts, Private Annuity Trusts and other Irrevocable Trusts, and assisted clients in implementing plans
Successfully negotiated more than 120 premarital agreements

Marc M. Stern