Insights Stefanie J. Lipson

Insights

March 2, 2023 – Media Mention Lessons from Michael Jordan’s $10M Make-A-Wish Donation

Stefanie Lipson, Private Client Services Partner, recently spoke to WealthManagement.com regarding Michael Jordan's $10 million...

WealthManagement.comQuoted | Stefanie Lipson

August 18, 2022 – Press Release 38 Greenberg Glusker Attorneys Named to 2023 Best Lawyers® List

Los Angeles, CA, August 18, 2022 -- Greenberg Glusker LLP is proud to announce that 31 lawyers have...

August 19, 2021 – Press Release 37 Greenberg Glusker Attorneys Named to 2022 Best Lawyers® List

Los Angeles, CA, August 19, 2021 -- Greenberg Glusker LLP is proud to announce that 30 lawyers have...

July 22, 2021 – Press Release Three Greenberg Glusker Partners Recognized in Chambers High Net Worth Guide for 2021

Chambers and Partners recognizes Greenberg Glusker attorneys, Laura Zwicker, Chair of the firm's Private Client...

Chambers and PartnersFeatured | Stefanie Lipson, Benny Roshan, Laura Zwicker

June 8, 2021 – Press Release 11 Greenberg Glusker Attorneys Selected to Super Lawyers Southern California Rising Stars

Greenberg Glusker LLP is pleased to announce that attorneys Sherry Jackman, Sally James, Stefanie Lipson...

Super Lawyers

June 7, 2021 – Media Mention Wealth Management & Estate Planning Roundtable

Private Client Services Partner, Stefanie Lipson, participated in Los Angeles Times' Wealth Management & Estate...

Los Angeles TimesQuoted | Stefanie Lipson

March 26, 2021 – Client Alert U.S. Senate Introduces Legislation for Higher Taxes on Wealth

On March 25, 2021, Senator Bernie Sanders introduced the For the 99.5 Percent Act (the...

Client Alert | Private Client Services

November 13, 2020 – Client Alert Proposition 19 Set to Limit Ability to Transfer California Real Property Between Parents and Children Without Property Tax Reassessment

Update as of 11/18/2020: According to the Associated Press, California Proposition 19 has passed with...

August 20, 2020 – Press Release 36 Greenberg Glusker Attorneys Named to 2021 Best Lawyers® List

Los Angeles, CA, August 20, 2020 -- Greenberg Glusker LLP is pleased to announce that 31...

August 17, 2020 – Client Alert Does the Golden State Want Your Gold? California Legislature Resumes Discussions Of New Annual Wealth Tax

The California Legislature recently resumed discussion of enacting a new California wealth tax. If A.B...

Authors | Laura Zwicker, Stefanie Lipson

July 9, 2020 – Press Release Two Greenberg Glusker Partners Recognized in Chambers High Net Worth Guide for 2020

Chambers and Partners recognizes Greenberg Glusker attorneys, Laura Zwicker, Chair of the firm's Private Client...

June 9, 2020 – Press Release 12 Greenberg Glusker Attorneys Selected for Super Lawyers Rising Stars

Greenberg Glusker LLP announced today that 12 of its attorneys were selected for inclusion in the Super...

April 10, 2020 – Client Alert Important Tax Updates – COVID-19 Edition

Updated as of April 10, 2020 at 5:00 p.m. We hope that you, your family...

April 10, 2020 – Client Alert IRS Issues Notice Providing for the Delay of Federal Tax Filings and Federal Tax Payments

Although it has occurred sporadically – Notice 20-17 on March 18 , Notice 20-18 on...

June 6, 2019 – Press Release 12 Greenberg Glusker Attorneys Selected for Super Lawyers Rising Stars

Greenberg Glusker LLP announced today that 12 of its attorneys were selected for inclusion in their Super...

March 29, 2019 – Client Alert Bill Proposed In California Legislature Would Tax Transfer Of Wealth Over $3.5 Million

Earlier this week, amended SB-378 was introduced in the California Legislature providing for the reinstatement...

Greenberg Glusker Client AlertBy Stefanie J. Lipson

June 7, 2018 – Press Release 14 Greenberg Glusker Attorneys Named Super Lawyers Rising Stars

Greenberg Glusker LLP announced today that 14 of its attorneys were named Super Lawyers © Rising...

December 20, 2017 – Client Alert Doubling Down: Gift, Estate and GST Tax Changes Under the Tax Cut and Jobs Act

On December 20, 2017, Congress approved sweeping tax reform legislation under the “ Tax Cuts...

Greenberg Glusker Client Alert

October 31, 2016 – Article Happy Birthday to the Estate Tax

With the 2016 presidential election dominating this fall’s news cycle, you may have overlooked an...

Accounting Today

September 2, 2016 – Client Alert Transfers of Family-Controlled Business Entities to Family Members Could Get More Expensive

Transfers of Family-Controlled Business Entities to Family Members Could Get More Expensive The Internal Revenue...

Greenberg Glusker Client Alert

May 12, 2016 – Article What Return Preparers Should Know About the Deceptively Simple IRS Form 8971

Bloomberg BNAAuthor

January 20, 2016 – Article New California Laws for 2016 - AB 139: Allowing revocable TOD deeds

Los Angeles Daily JournalAuthor

October 15, 2015 – Article Highway Bill Paves New Road to Estate Tax Compliance

The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 (Pub. L. No...

Bloomberg BNAAuthor

September 16, 2015 – Article Surface Transportation Act Paves New Road to Estate Tax Reporting Compliance

The Surface Transportation Act enacted in July includes a number of tax compliance measures—including some...

Bloomberg BNAAuthor

May 20, 2015 – Article Trusts' Material Participation: Useful Guidance From ABA

Since inception of the Treasury regulations issued under Internal Revenue Code Section 469, Section 1.469-8...

Law 360Co-Author

March 2, 2015 – Article So You Want to Join the Big Leagues?

Sports Litigation AlertCo-Author

August 12, 2014 – Article Sterling Family Trust Completes $2 Billion Sale of Los Angeles Clippers to Steve Ballmer

Closing of transaction officially transfers ownership of NBA franchise Greenberg Glusker today announced the consummation...

Greenberg Glusker Press ReleaseMentioned

July 28, 2014 – Article Judge Approves $2 Billion Sale of Los Angeles Clippers; Allows Sale to be Completed Regardless of Appeal

Los Angeles Superior Court Judge Michael Levanas today cleared the way for the sale of...

Business WireQuoted

April 15, 2014 – Article Trustable guidance on material participation?

Los Angeles Daily JournalCo-Author

October, 2013 – Article Proactive Strategies for Mitigating the Medicare Surtax

Journal of Financial PlanningCo-Author

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