Private Client Services

Stefanie Lipson, Co-Chair of Greenberg Glusker's Private Client Services Group, will be a speaker on the panel "Home is Where the Heartache Is: Practical Issues With Residential Real Property In Trust" during the 21st Annual Jerry A. Kasner Estate Planning Symposium on September 4, 2025. 

The panel will explore all aspects of transferring and administering that most troublesome family asset: residential real estate. Attendees will receive practical, honest, opinionated, unvarnished, unrestrained advice on privacy trusts, Prop 13 issues, administering real property in trust, the ever-problematic family cabin, and transfer tax strategies to consider when transferring residential real estate to descendants, emphasizing alternatives to the over-hyped, over-prescribed Qualified Personal Residence Trust (QPRT). Sacred cows beware!