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Thank you for helping us make 2019 a wonderful year. Below you will find some substantive year-end insights along with the firm's 2019 highlights.
Here's to a prosperous 2020!
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Insight on Estate Planning, Year-End
2019
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Weinstock Manion is pleased to present the Year-End 2019 issue of Insight on Estate Planning, our bi-monthly newsletter. We encourage you to read it for ways to implement your estate plan more effectively, including ways to minimize taxes on your estate so as to maximize its value for your loved ones. We realize that we cannot fully address these complex issues in a few short articles, so we invite you to contact us to discuss your specific needs.
Link to Full Newsletter |
IDGT: This trust is supposed to "fail"
Trusts come in all shapes and sizes. However, from an income tax perspective, there are basically two types: grantor trusts and nongrantor trusts. An intentionally defective grantor trust (IDGT) has the best attributes of both trust types. This article explains how an IDGT works. A sidebar discusses the ins and outs of selling assets to an IDGT.
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7 deadly estate planning sins
According to literature, the "seven deadly sins" are lust, gluttony, greed, laziness, wrath, envy and pride. Although individuals may be guilty of these from time to time, other types of "sins" can be fatal to an estate plan if one isn't careful. This article details seven transgressions to avoid
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The clock is running
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Why now may be the time to make a Roth IRA conversion
Roth IRAs offer significant financial and estate planning benefits. If a person has a substantial balance in a traditional IRA and is considering converting it to a Roth IRA, there may be no better time than now. This article explains how the Tax Cuts and Jobs Act both enhances the benefits of a Roth IRA and reduces the cost of converting.
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Estate Planning Pitfall:
You haven't addressed pets in your estate plan
Pet trusts have been around for decades, but they've been gaining in popularity the last few years. In fact, they're now available anywhere in the country. This brief article explains how a pet trust works.
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MAGGIE MOURADIAN BECAME A SHAREHOLDER
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The firm is pleased to announce that Maggie Mouradian has been named the firm's next shareholder, effective February 1, 2019. Maggie's practice focuses on comprehensive estate and gift tax planning for high-net-worth individuals and families.
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Kathryn Kuhn
applies a broad background in litigation to resolve disputes involving trusts, estates, probate, and conservatorships. She represents beneficiaries, fiduciaries, and institutions in contested trust and probate matters.
Kathryn counsels her clients through all stages of litigation, including discovery, mediation, and trial, never losing sight of the fact that estate and trust matters are personal to her clients.
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Alice Pearl
applies a broad background in estate planning, estate and trust administration and sophisticated wealth transfer and asset protection services to develop customized and detailed estate plans. Experienced in advanced estate planning techniques, Alice helps high net worth individuals and families minimize estate and property taxes. Through clear and direct communication and the careful drafting of trusts, wills, powers of attorney and health care documents, Alice identifies and addresses the client's intent.
Clients appreciate Alice's compassionate approach to estate planning and trust administration matters and her genuine desire to make clients comfortable with an often unfamiliar and stressful process.
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ACCOLADES
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Ten of the Firm's Attorneys Named to the 2020 edition of "The Best Lawyers in America" (Sussan Shore, Neil Solarz, Gary Borofsky, Jonathan Forster, Diane Park, Blake Rummel, Jessica Babrick, Jeffrey Geida and Martin Neumann)
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Ten of the Firm's Attorneys Selected to 2019 "Southern California Super Lawyers" by
Thomson Reuters
(Je
ssica Babrick, Gary Borofsky, Jonathan Forster, Jeffrey Geida, Martin Neumann, Diane Park, Blake Rummel, Sussan Shore, Neil Solarz and Robert Strauss)
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Martin Neumann and Sussan Shore
Included in "Top 100: 2019 Southern California Super Lawyers List" by
Thomson Reuters
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Sussan Shore Included in "Top 50 Women: 2019 Southern California Super Lawyers List" by
Thomson Reuters
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Blake Rummeland Sussan Shore Named to
Los Angeles Business Journal's "Most Influential Women Attorneys"
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Maggie Mouradian and
Andrew Smith Selected to 2019 "Southern California Super Lawyers Rising Stars" by
Thomson Reuters
- Maggie Mouradian selected as one of the "Up-and-Coming 100: 2019 Southern California Rising Stars" by Thomson Reuters
- Maggie Mouradian selected as one of the "Up-and-Coming 50: Women Southern California Rising Stars" by Thomson Reuters
- Jonathan Forster, Martin Neumann, Blake Rummel, Sussan Shore and Robert Strauss Recognized as 2019 "Leaders in Their Field - Private Wealth" by Chambers and Partners High Net Worth Guide
- Weinstock Manion Ranked in 2019's Chambers and Partners High Net Worth Guide
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Weinstock Manion Recodnized
as a 2020 "Best Law Firm"
by
Best Lawyers
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Weinstock Manion Recognized as one of the "Best Law Firms - Top 25 Law Firms To Work For In Los Angeles"
by
Los Angeles Business Journal
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PRESENTATIONS
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"The Pitfalls of Boilerplate in Estate Planning and the Resulting Litigation,"
San Fernando Valley Bar Association, April 9, 2019, presented by Jessica Babrick
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