Stefanie J. Lipson

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Two Greenberg Glusker Partners Recognized in Chambers High Net Worth Guide for 2020

July 9, 2020Press Release

Chambers and Partners recognizes Greenberg Glusker attorneys, Laura Zwicker, Chair of the firm's Private Client Services practice, and Stefanie Lipson, Partner, in the area of Private Wealth Law in its 2020 High Net Worth Guide.

This is the fifth consecutive year that Laura has received this prestigious recognition by Chambers and Partners. Stefanie makes her debut in the guide this year with notable recognition as an Up and Coming practitioner. 

Greenberg Glusker's Private Client Services practice is also recognized in the Private Wealth Law section of the Chambers 2020 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

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.

Chambers review:

Laura Zwicker chairs the firm's private client services group and assists wealthy clients with estate, tax and business succession planning. "She is the lawyer I work with the most in California and, to my mind, she is the most internationally minded of the tax, trust and estate lawyers,"one interviewee comments, adding: "She provides good advice all round, she understands the international issues and builds solutions that work. She has that real international grasp. Everything I see is really excellent and my clients say so too."Another source notes: "Laura Zwicker is very experienced and an excellent adviser. She has a thorough understanding of the issues that come up with high net worth family offices and large estate planning models. She is prompt and detailed when necessary and commercially experienced when required."

Stefanie Lipson

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.

Chambers review:

Stefanie Lipson enters the table for the first time this year. She advises high net worth clients and family businesses on a range of matters including trust and estate administration and planning, business succession planning and tax planning. "She is a good lawyer, a good up-and-comer; she has a hunger for knowledge and for getting better, she is always looking to improve herself and learn more," a California estate planner enthuses. "She is excellent, I think really highly of her," says another, adding: "I am impressed with her quality of work."

Private Client Services

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.

Chambers review:

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."