Marc M. Stern

Fax 310-201-2389

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