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DEPARTMENT PROFILE

Greenberg Glusker Fields Claman & Machtinger LLP

Private Wealth Law

3 ranked individualsBand 3CaliforniaHigh Net Worth 2021 View ranking table
chambers review
department information
Ranked Individuals
chambers review
department information
Ranked Individuals

Chambers Review

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Greenberg Glusker is a "very well-regarded firm" that assists high net worth individuals and families, including owners of closely held businesses, with the full range of contentious and non-contentious private wealth matters. It offers expertise in trust, estate, tax and charitable planning, as well as trust and estate disputes.

A market insider says they have "excellent attention to detailed and are very focused. They are efficient." Another source comments: "All of the attorneys with whom I have worked are terrific. They are responsive and thoughtful and I am comfortable relying on their advice."

Notable practitioners

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."

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 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."

Department Information

This content is provided by Greenberg Glusker Fields Claman & Machtinger LLP.

Overview

Tax and Trusts and Estates Lawyers for Successful Individuals, Businesses, and Families.

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.


Members

Zwicker, Laura A (Head of Department)

Berman, Brian D.

Chooljian, Laura

Cluster, Darryl

Lipson, Stefanie

Nogle, Megan

Roshan, Benazeer

Stern, Marc M.

Private Wealth Law

Greenberg Glusker Fields Claman & Machtinger LLP

firm
Location

2049 Century Park East

Suite 2600

Los Angeles

California

USA

CA 90067

View Firm Profile

Ranked Individuals

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

California

Private Wealth Disputes


Benazeer Roshan
Band 3
California: Southern

Private Wealth Law


Laura A Zwicker
Band 2
Stefanie Lipson
Up and Coming