Managing Partner: Sussan H. Shore
Number of partners: 10
Number of lawyers: 19
For 60 years, Weinstock Manion has provided personalised, high quality services in estate planning. The breadth of services the firm offers has been carefully refined over many decades to cover the full spectrum of clients’ estate planning, estate and trust administration, and estate and trust litigation needs. As a result, relationships with clients that may begin with the goal of transferring wealth in a tax advantageous manner, or resolving a dispute among beneficiaries, often last for generations. Clients and their trusted advisors depend on this team of specialised attorneys and paralegals to implement creative and practical solutions to complex issues. Whether addressing wealth transfer and preservation, business succession planning, charitable planning, estate or trust administration, or litigation, the firm always remains sensitive to client needs.
Main Areas of Practice:
Business Succession Planning
Charitable Planning & Family Foundations
Estate & Trust Administration
Estate & Trust Litigation
Private Wealth Law
Wills, Trusts and Tax
Wealth Transfer Planning
8 partners; 6 associates based in Los Angeles/ United States
Weinstock Manion is synonymous with personalised, quality estate planning services. For over 60 years, the experienced attorneys have focused on the estate planning and wealth transfer needs of moderate to high net worth individuals, business owners, real estate investors and their families. Clients concerned about their legacies and wealth preservation choose the firm because of its compassionate and exceptional service. The firm often ends up representing families across several generations as a result of the close relationships it develops, and the quality of the firm’s work.
Estate & Trust Administration:
8 partners; 7 associates based in Los Angeles/ United States
The administration of an estate or trust requires careful planning. Many decisions with substantial financial implications, difficult at any time, must be made during a period of mourning. For 60 years, clients have turned to Weinstock Manion to manage their loved ones’ estate and trust administration. The firm efficiently handles clients’ needs with compassion, freeing them to focus on their families and personal healing. In fact, the firm’s highly sensitive approach to communication and its extensive experience often causes clients to rely on the firm to handle personal matters beyond the legal issues in their time of grieving.
Estate & Trust Litigation:
2 partners; 3 associates based in Los Angeles/ United States
Legal disputes of any type are stressful. Estate and trust disputes often are complicated by grief, confusion and other strong emotions, adversely affecting the parties’ ability to achieve resolution. For decades, Weinstock Manion’s litigators have been representing both fiduciaries and beneficiaries in estate and trust disputes. The firm is very sensitive to the issues facing the parties, and the fact that family members often do not agree, particularly when substantial estates are involved.
Business Succession Planning:
8 partners; 4 associates based in Los Angeles/ United States
At Weinstock Manion, financial security for many of its clients is dependent upon the continued success of their closely-held businesses. Ensuring the future of their business through a well-structured succession plan is an essential component of their estate plan, and is critical to their peace of mind. The team of transactional, estate planning and tax attorneys collaborates with clients and their trusted financial advisors to plan for retirement, management transition and liquidity events, as well as unpredictable circumstances, such as incapacity or death. Throughout the process, the firm considers clients’ projected wealth, multi-generational issues and estate planning goals.
Charitable Planning & Family Foundations:
8 partners; 4 associates based in Los Angeles/ United States Supporting charitable causes is important for many of its clients. At Weinstock Manion, the firm helps clients donate to the causes they are passionate about in a tax-efficient manner through thoughtful charitable planning and family foundations. Effective charitable planning not only fulfills the personal desire to support worthy causes, it can also generate large income, estate or gift tax deductions.