Private Wealth Law
High Net Worth Guide 2024 : California: Southern
Band 2
About
Provided by Greenberg Glusker Fields Claman & Machtinger LLP
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.
Chambers Review
Greenberg Glusker Fields Claman & Machtinger specialises in estate planning for high net worth individuals and families. The firm handles a significant number of cross-border mandates, including high net worth immigration and relocation. They also have a strong trust and estate litigation practice.
Strengths
Provided by Chambers
"The quality and level of expertise among the staff is excellent and consistent throughout Greenberg Glusker."
"Greenberg Glusker have a detailed knowledge of trust law and are great at untangling the complex. They respond immediately and are prepared and knowledgeable."
"Greenberg Glusker have strong technical competency to address complicated planning matters and I have found that their judgement of risk is very sound."
"The quality and level of expertise among the staff is excellent and consistent throughout Greenberg Glusker."
"Greenberg Glusker have a detailed knowledge of trust law and are great at untangling the complex. They respond immediately and are prepared and knowledgeable."
"Greenberg Glusker have strong technical competency to address complicated planning matters and I have found that their judgement of risk is very sound."
Notable Practitioners
Laura Zwicker is an experienced Los Angeles-based estate planner. Zwicker often advises international clients on generational wealth planning. She is head of the firm's private client group.
"Laura is extremely diligent, reachable and very competent."
"Laura is an outstanding practitioner. She exercises sound judgement, communicates clearly and has a strong technical understanding of the law and its application. She is a pleasure to work with."
"Laura has an outstanding reputation for estate planning."
Benazeer Roshan actively represents high net worth individuals on a variety of disputes and estate administration matters. Roshan also advises on conservatorship cases.
"Benny is a smart, hard-working, tenacious litigator. At the same time, she is an honest broker and always creative when it comes to finding ways to nudge a case towards resolution."
"Benny provides excellent service and sophistication."
"Benny is an expert in trust litigation."
Thomas Giordano-Lascari advises wealthy individuals and families on international tax and estate planning, as well as assisting his clients to relocate to the US.
"Thomas is a leader in the international law space. He is an excellent advisor to his clients."
"Thomas is superb."
Jillian Berk is an associate in the firm's disputes team. Berk regularly assists with Greenberg Glusker's most significant mandates.
"I am always impressed by Jillian. She has a great work product and is always a creative problem solver."
"Jillian is very smart and sharp."
Ranked Individuals at
Greenberg Glusker Fields Claman & Machtinger LLP
California
California: Southern
Members
Provided by Greenberg Glusker Fields Claman & Machtinger LLP
Head of Department
Darryl Cluster
Jillian Berk
Head of Department
Marc M. Stern
Matthew Zanis Jr.
Megan Nogle
Stefanie Lipson
Thomas Giordano-Lascari