Three Greenberg Glusker Partners Recognized in Chambers High Net Worth Guide for 2021July 22, 2021 – Press Release
Chambers and Partners recognizes Greenberg Glusker attorneys, Laura Zwicker, Chair of the firm's Private Client Services practice, Stefanie Lipson, Partner, in the area of Private Wealth Law, and Benny Roshan, Chair of the firm's Probate, Trusts, & Estates Litigation group, in its 2021 High Net Worth Guide.
This is the sixth consecutive year that Laura has received this prestigious recognition by Chambers and Partners. Stefanie makes her second appearance in the guide this year with notable recognition as an Up and Coming practitioner. Benny Roshan has received her first recognition in Chambers and Partners High Net Worth Guide for Private Wealth Disputes
Greenberg Glusker's Private Client Services practice is also recognized in the Private Wealth Law section of the Chambers 2021 High Net Worth Guide.
Chambers High Net Worth ranks the top lawyers and law firms for international private wealth based on in-depth analysis provided by their team of experienced researchers. The guide is used by family offices and professional advisers to wealthy individuals, providing objective guidance on an international scale.
Laura Zwicker advises individuals and families on international and domestic tax and estate planning issues and business succession planning. Her practice focuses primarily on counseling high net worth individuals and their families in connection with domestic and international estate and tax planning issues and business succession planning; advising financial institutions with regard to fiduciary and custodial issues; forming, advising and dissolving non-profit organizations; and probate and post-death trust administration.
Laura Zwicker acts for wealthy individuals and families on business succession, tax and estate planning, as well as estate administration matters. A market commentator says she is a "problem solver who is very thoughtful in the way she looks at a person's estate," and adds: "I am always impressed with how you can come to Laura with a specific concern and she is methodical about looking at the documents involved. She goes the extra mile for the client's best interests and is very efficient about it." A fellow lawyer says: "She listens well, works hard to understand the issue before expressing an opinion, and is respectful of the boundaries between giving advice and making the decision."
Stefanie Lipson's practice focuses on providing families with counsel in all aspects of their personal legacy planning, including operation and succession planning for family owned businesses, tax efficient long term wealth transfer solutions, and funding and ongoing administration of family foundations. She specializes in providing tax counsel for multi-generational family owned businesses, real estate entrepreneurs and high profile entertainment industry figures.
Stefanie Lipson acts on succession planning and wealth transfer matters for wealthy families and their businesses, as well as estate administration matters. A fellow trusts and estates attorney says that "Stephanie is terrific," while another describes her as a "good up-and-comer."
Benny Roshan's practice involves all aspects of litigation and administration involving substantial trusts and estates, including conservatorship. For over 15 years, Benny has successfully represented a wide range of fiduciaries and beneficiaries in disputes involving trusts, fiduciary appointments, accountings, removal, and surcharge. Benny is recognized by Chambers and Partners in their High Net Worth Guide for 2021. In 2018, the Daily Journal named Benny one of the Top 40 Lawyers Under 40 in the State of California.
Benazeer Roshan leads the firm's trusts and probate litigation group. She has a wealth of experience in trust and estate litigation matters. A source says Roshan is "both sharp and sensitive," while another source adds: "She takes charge of a situation. She is a very effective litigator and is good at what she does."
Our Private Client Services Group serves some of the most discerning ultra-high net-worth individuals and families in California and beyond, as well as family offices, corporate and individual professional fiduciaries, and public and private non-profit organizations. We provide advice and counsel to real estate investors and developers, internet entrepreneurs, hedge fund principals, actors, artists, authors and athletes in preserving privacy and control over their assets, and allowing for tax efficient succession that reflects their wishes and values at all stages of life. Our noted clients trust our seasoned professionals to help them successfully navigate wealth transfer and preservation, and develop the right documents to reflect their individual aspirations and values, and accomplish family and business objectives. Our clients also turn to us when there is a need for more public representation, whether involving gift and estate tax disputes with the Internal Revenue Service or contentious trusts and estates matters that require litigation advice.
Greenberg Glusker offers affluent individuals estate, trust and tax planning services. "Greenberg Glusker have been excellent in this market," says one interviewee, continuing: "They have been on top of each issue that we have dealt with and work proactively and collaboratively with us to achieve the best outcome. We have been very satisfied with the relationship."
A source remarks:"They are incredibly skilled, they know what they are doing. They are responsive and have super prompt turnaround. They always feed me information in a way that is easy to understand and they do it kindly."Another source comments: "They are excellent at what they do, very professional. The team has a good way with clients, in addition to being technically proficient. Their service and communication style appeals to our client base."