For over 50 years, Weinstock Manion has provided personalized, high quality services in estate planning. The breadth of services we offer has been carefully refined over many decades to cover the full spectrum of our clients’ estate planning, estate and trust administration and estate and trust litigation needs. As a result, relationships with our 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 our team of specialized 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, we always remain sensitive to our clients’ needs. We invite you to explore our team and services, and to contact us to learn more about how we may collaborate to preserve your legacy.
December 8, 2016: Neil Solarz presents "Who is the Fiduciary" and "Revocable Living Trusts" at the Estate Planning from A to Z seminar presented by the National Business Institute in Sherman Oaks.
Five Shareholders Selected to Best Lawyers in America , 2017
Weinstock Manion congratulates Sussan H. Shore , Martin A. Neumann , Neil Solarz , Robert E. Strauss and Jonathan S. Forster on their selection to Best Lawyers in America , 2017. - August 23, 2016
Proposed Regulations Affect Discounts for Intra-Family Transfers
On August 2, 2016, the IRS and the Treasury Department issued new proposed regulations under Internal Revenue Code Section 2704 that target routinely applied valuation discounts for transfers of ownership interests in family-owned business entities. The "2704 regulations" would dramatically reduce the tax benefits arising from the use of common planning strategies for those with larger estates. Click here to read more . -8/5/2016