Publications
Article
Court of Appeal restricts suits involving tortious interference with inheritance
March 11, 2026 – Daily Journal
by Jacob V. Phillips
Article
Estate Planners Navigate New Terrain with Creator Economy
January 9, 2026 – Bloomberg Tax
by Jacob V. Phillips
Article
SB 376: Confirming non-application of Section 17082 to charitable remainder trusts
January 2, 2026 – Daily Journal
by Jacob V. Phillips
Article
How California Is Fine-Tuning Trust and Estate Administration
December 17, 2025 – Wealth Management
by Jacob V. Phillips
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
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
Client Alert
2025 Tax Update: What You Should Know
July 7, 2025
by Schuyler (Sky) M. Moore
Article
S Corp Files—The Case To Find A Post-Death Inside Basis Step Up
April 30, 2025 – Bloomberg Tax
by Stefanie J. Lipson
Article
Fashion Designer Rebecca Minkoff Reveals She Has 'Floozy Clause' in Will
April 3, 2025 – WealthManagment.com
by Marc M. Stern
Client Alert
California and Federal Tax Deadlines Postponed for Los Angeles County Residents
January 13, 2025 – Greenberg Glusker Client Alert
by Marc M. Stern
Article
From The Boardroom To The Living Room
October 7, 2024 – Los Angeles Business Journal
by Stefanie J. Lipson, Robin Finch, and Kelly M. Raney
Article
Beyond the GST of It
July 16, 2024 – Trusts & Estates Magazine & WealthManagement.com
by Stefanie J. Lipson
Article
UN Wealth Tax Model Puts High-Net-Worth US Assets in Crosshairs
May 8, 2024 – Bloomberg Tax
by Thomas M. Giordano-Lascari
Article
The Unexpected Half-Life of A Terminating Grantor Trust or QSST
December 13, 2023 – Trusts & Estates
by 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
Supreme Court Can Guide Congress in Foreign Earnings Tax Case
September 6, 2023 – Bloomberg Tax
by Thomas M. Giordano-Lascari
Article
Navigating International Legal Considerations for Advisors Serving Multi-National Families
July 20, 2023 – WealthManagement.com
by Stefanie J. Lipson and Laura A. Zwicker
Article
US Estate Tax Liabilities Vary Based on Your Domiciliary Status
July 14, 2023 – Bloomberg Tax
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
Significant Changes to Transfer Tax Rules May Not Come to Fruition
November 11, 2021
Client Alert
House Ways and Means Advances Draft Tax Legislation with Dramatic Impact on Estate, Gift and Trust Taxation
September 20, 2021 – Greenberg Glusker Client Alert
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
IRS and California Franchise Tax Board Extend Deadlines for Individual Taxpayers to May 17, 2021 - What You Need to Know
March 19, 2021
by 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
