News & Events

Recent News

Jonathan Forster Quoted in U.S. News & World Report
Jonathan Forster was recently quoted in Susannah Snider's U.S. News & World Report article "What Is Inheritance Tax?" In the article, Jon discusses the importance of having a conversation about inheritance plans with a close friend or relative from whom you expect to receive assets.

"We are very regularly speaking with our clients about making sure their parents have properly planned," said Jon.

To read the full article, click here.

Ten Attorneys from Weinstock Manion Selected to Best Lawyers in America 2020
Weinstock Manion is pleased to announce that Sussan Shore, Neil Solarz, Jonathan Forster, Martin Neumann, Robert Strauss, Blake Rummel, Gary Borofsky, Jeffrey Geida, Jessica Babrick, and Diane Park have been named to the 2020 edition of The Best Lawyers in America. These attorneys earned a spot in the 2020 listing for their work in the following practice areas:

Litigation - Trusts and Estates

  • Sussan Shore
  • Neil Solarz
  • Diane Park
  • Blake Rummel

Trusts and Estates

  • Jessica Babrick
  • Gary Borofsky
  • Jonathan Forster
  • Jeffrey Geida
  • Martin Neumann
  • Sussan Shore
  • Neil Solarz
  • Robert Strauss

Lawyers on The Best Lawyers in America are divided by their geographical region and practice areas. They are reviewed by their peers on the basis of professional experience, and undergo an authentication process to make sure they are in current practice and good standing.

Maggie Mouradian and Andrew Smith Selected to Southern California Rising Stars by Super Lawyers, Maggie Mouradian Makes Two "Top Lists"
Weinstock Manion is pleased to announce that Maggie Mouradian and Andrew Smith have been selected as Super Lawyer "Rising Stars" for 2019. Additionally, Maggie made Super Lawyers' "Up-and-Coming 100: 2019 Southern California Rising Stars" list, as well as its "Up-and-Coming 50: Women Southern California Rising Stars" list. These lists showcase Rising Stars who received the most votes during the annual peer review process.

One of the most respected rating services in the legal profession, Super Lawyers publishes its Rising Stars honor roll each year after putting candidates through a multiphase screening process consisting of managing partner surveys, nomination by peers, third-party feedback, and identification by a Super Lawyers research team. At the final stage, a mere 2.5 percent of considered candidates are selected as Rising Stars.

To view the "Up-and-Coming 100 Rising Stars" list, click here to see more.

To view the "Up-and-Coming 50 Women Rising Stars" list, click hereto see more.

Rochelle Schultz Writes on Aretha Franklin Wills for Forbes
Rochelle Schultz's article "Aretha Franklin's Handwritten Wills Are Found But Don't Resolve Inheritance Questions" was published in Forbes on May 22, 2019. In the article, Rochelle discusses the financial and emotional expenses often caused by the lack of an estate plan. To read the full article, click hereto see more.

Martin Neumann Quoted in Los Angeles Times on Family Battle Over Terry Semel's Care
Martin Neumann was recently quoted in Stacy Perman's Los Angeles Times article "Terry Semel's Alzheimer's battle: Inside the family war over the Hollywood titan's care." In the article, Martin explains that it is possible for a designated trustee to make decisions that are contrary to a person's wishes. To read the full article, click hereto see more.

Weinstock Manion Appears in Los Angeles Business Journal's Prestigious "Wealth Management Trust and Estates Roundtable"
The firm was recently asked to participate in the Los Angeles Business Journal's annual "Wealth Management Trust and Estates Roundtable" supplement. Counted among the region's leading industry experts, the Weinstock Manion team weighed in on various estate planning and probate topics, and shared its insight on the current state of wealth management. To view the full supplement, click hereto see more.

Sussan Shore and Blake Rummel Named to Los Angeles Business Journal's "Most Influential Women Attorneys"
The firm congratulates partners Sussan Shore and Blake Rummel on being selected for inclusion in the Los Angeles Business Journal's annual "Most Influential Women Attorneys" list. The prominent list profiles leading women lawyers in the Los Angeles area, and recognized Sussan and Blake's reputations as preeminent practitioners in the estate planning and probate fields. To view the full list, click hereto see more.

Jeffrey Geida Quoted in New York Times on Family Estate Disputes
Jeffrey Geida recently spoke to The New York Times about what can happen when private estate fights become public. In the article, Jeff discusses how litigation between family members has become increasingly common, which is partly due to the fact that "blended families often divide into factions that are rife with conflicting interests." To read the full article, click hereto see more.

Jonathan Forster Comments on Bernie Sanders' Plan to Combat Estate Tax Avoidance
Jonathan Forster was recently quoted in Allyson Versprille's Bloomberg BNA article "Bernie Sanders' Plan May Spur Types of Tax Dodges It Aims To Stop." According to Jon, "the incentive to find new and unique ways to plan around the estate tax will apply both to the few estates worth more than $1 billion, as well as to smaller estates that have historically been exempt from the tax but would now be included in the system under the new proposal." To read the full article, click hereto see more.

Weinstock Manion Elevates Maggie Mouradian to Shareholder
The firm is pleased to announce that Maggie Mouradian has been named a shareholder of the firm, effective February 1, 2019. Maggie's practice focuses on estate and gift tax planning for high net worth individuals and families, including the drafting of revocable trusts, wills, powers of attorney and advance health directives, as well as resolving complex wealth transfer plans. With her strong tax background, she also skillfully advises clients with regard to their charitable objectives and has experience in creating and administering private foundations.

Maggie is a certified specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. She earned her juris doctorate from the University of California, Los Angeles and her Master of Business Taxation from the University of Southern California. Maggie has been selected as a Southern California "Rising Star" by Super Lawyers® every year since 2017.

Rob Strauss Speaks on Succession Planning
Rob Strauss was recently quoted in Karen DeMasters' Financial Advisor article "Shoemaker's Kids Are Shoeless: Why Advisors Flunk Succession Planning." In the article, Rob discusses the importance of succession planning for financial advisors. To read the full article, click hereto see more.

Martin Neumann and Robert Strauss Selected for The Hollywood Reporter's 'Hollywood Troubleshooters' List
Martin Neumann and Robert Strauss have been named among the Top 20 "Hollywood Troubleshooters" by The Hollywood Reporter. THR discusses their work in trust and estate planning for high-profile clients such as Stan Lee, as well as successful actors, producers, and directors. Click hereto see more to view the full list.

Jeffrey Geida Speaks on Reviewing Wills
Jeffrey Geida was recently quoted in Paul Sullivan's Robb Report article "Rest in Wealth: The Ins and Outs of Estate Planning." In the article, Jeff comments on the importance of keeping wills and trusts updated. To read the full article, click hereto see more.

Weinstock Manion Recognized as a 2019 "Best Law Firm"

Weinstock Manion is pleased to announce that it has been named by U.S. News & World Report as a "Best Law Firm" for 2019. The firm received National Tier 2 and Metropolitan Tier 1 rankings in the practice area of Trusts & Estates Law, and a Metropolitan Tier 1 ranking in the practice area of Litigation - Trusts & Estates.

Firms included in the "Best Law Firms" list are honored for professional excellence through a rigorous annual assessment of client and lawyer evaluations as well as peer reviews from leading attorneys in the same practice areas. Rankings are based on legal knowledge, responsiveness, cost-effectiveness, civility and integrity. Achieving a tiered ranking signals a unique combination of quality law practice and breadth of legal experience.

James Brown's Estate is Still in Turmoil 12 Years After His Death
Andrew Smith's article "James Brown's Estate Is Still In Turmoil 12 Years After His Death" was published in Forbes on October 15, 2018. In the article, Andrew discusses the number of disputes that have plagued Brown's estate over the years. To read the full article, click hereto see more.

Martin Neumann Speaks on Aretha Franklin's Estate
Martin Neumann was recently quoted in Jerilyn Bier's Financial Advisor article "Like Prince, Aretha Leaves Heirs Without A Will." In the article, Martin discusses reasons for which people may decline to leave wills, as well as what could happen to Franklin's estate. To read the full article, click hereto see more.

Fight Continues for the Rights to Buck Rogers
Andrew Smith's article "Fight Continues for the Rights to Buck Rogers" was published in WealthManagement on August 14, 2018. The piece discusses the family feud at the center of an IP battle to bring sci-fi character Buck Rogers to the big screen. To read the full article, click hereto see more.

Jonathan Forster Quoted on Pass-Through Tax Breaks
Jon Forster was recently quoted in Allyson Versprille's Bloomberg BNA article "Use Trusts for Pass-Through Tax Break? Yes, You Still Can." According to Jon, while anti-abuse rules prevent taxpayers from setting up multiple trusts for a single child, it is still possible to set up one trust for many different children. To read the full article, click hereto see more.

Blake Rummel Speaks on Buzz Aldrin Estate Dispute
Blake Rummel was recently quoted in Anna Sulkin's WealthManagement article "Star Wars: Buzz Aldrin Claims Elder Exploitation." In the article, Blake discusses the elder exploitation lawsuit filed by former astronaut Buzz Aldrin against his children, as well as how a competency exam could affect the case. To read the full article, click hereto see more.

Blake Rummel Speaks at Judge Mary Thornton House
Blake Rummel presented "Drafting PVP Reports: What You Need to Know" at the Judge Mary Thornton House on June 23, 2018. Blake discussed a variety of materials related to PVP reports, including structure, disclosure, and admissibility.

Basquiat Sale Spurs Another Contentious Family Lawsuit
Beth Acevedo's article "Basquiat Sale Spurs Another Contentious Family Lawsuit" was published in WealthManagement on June 20, 2018. The piece discusses the legal dispute amongst the family of renowned art collector Hubert Neumann over the sale of a Basquiat painting. Click here to read the full article.

Andrew G. Smith and Maggie Mouradian Listed in 2018 Southern California Rising Stars by Super Lawyers
Weinstock Manion is pleased to announce that Andrew Smith and Maggie Mouradian have been selected to the "2018 Southern California Rising Stars" list by Super Lawyers. Super Lawyers Rising Stars recognizes the top attorneys under the age of 40 in the region.

Jonathan Forster Quoted in Bloomberg on Estate Tax
Jon Forster was recently quoted in Ben Steverman's Bloomberg article "It's a Great Time to Be a Wealthy Heir After Trump Tax Overhaul." In the article, Jon explains that interest in dynasty trusts has increased dramatically since the Trump administration's plan to repeal the estate tax. To read the full article, click hereto see more.

Jonathan Forster and Robert Strauss Quoted on Alan Thicke Estate Battle
Wealth Management recently asked Jon Forster and Rob Strauss to comment on allegations made by Alan Thicke’s widow that his sons are mismanaging his estate, in addition to withholding her inheritance. According to Jon, if the sons are found to be breaching their fiduciary duties, they could be liable for damages. Rob added that this particular case involving a blended family demonstrates the importance of creating a comprehensive estate plan in order to avoid future disagreements between family members. To view the full article, click hereto see more.

Battle Over Muddy Waters' Estate Rages On 35 Years After His Death
Beth Acevedo's article "Battle Over Muddy Waters' Estate Rages On 35 Years After His Death" was published in Wealth Management on May 2, 2018. The piece discusses legal animosity between Waters' heirs and his former management company over disputed royalties and the 2015 reopening of the estate. Click here to read the full article.

'Back To The Future' DeLorean Car Subject Of Estate Dispute With DMC, Universal
Blake Rummel's article "'Back To The Future' DeLorean Car Subject Of Estate Dispute With DMC, Universal" was published in Forbes on April 27, 2018. The piece discusses the legal feud over royalties from the car's name and image, and the complications that arise when assets like agreements and contracts survive long after the deceased. Click here to read the full article.

Jessica Babrick Quoted on Harper Lee Estate Wealth Management recently asked Jessica Babrick to comment on the recent unsealing of Harper Lee's will, and whether it shows any signs of elder abuse on the part of the late author's attorney and executor Tonja B. Carter. According to Jessica, it isn't unusual for an attorney to serve as both an executor and trustee of an estate, particularly if he or she was a longtime attorney of the client. To read the full article, click hereto see more. Blake Rummel Quoted in Wealth Management Article
Blake Rummel was recently quoted in Anna Sulkin's Wealth Management article "Who Controls Florida Shooter's Inheritance?" In the article, Blake discusses Roxanne Deschamps' claim to the administration of the Parkland shooter's estate. To read the full article, click hereto see more.

Sussan Shore, Neil Solarz and Martin Neumann Included in Thomson Reuters' Top Super Lawyers Lists
Sussan Shore, Neil Solarz and Martin Neumann were recently selected for inclusion in Thomson Reuters' "Top 100" list for the 2018 edition of Southern California Super Lawyers. This honor is received by only 100 of all Super Lawyers in the region. Sussan also received the honor of being included among Super Lawyer's "Top 50 Women" in the region. Click hereto see more and hereto see more to view the full lists.

Blake Rummel Quoted in 2018 Southern California Super Lawyers Magazine
Blake Rummel's story "The Secret of the Simplified Chinese Character" was published in Southern California Super Lawyers Magazine. Click here to read the full article.

Ten of the Firm's Attorneys Selected to 2018 Southern California Super Lawyers
Robert Strauss was selected for Estate Planning & Probate and Closely Held Business; Neil Solarz for Estate Planning & Probate, Estate & Trust Litigation, and Tax: Consumer; Sussan Shore for Estate Planning & Probate, Estate & Trust Litigation, and Tax: Business; Blake Rummel for Estate & Trust Litigation; Diane Park for Estate & Trust Litigation and Estate Planning and Probate; Martin Neumann for Estate Planning & Probate and Estate & Trust Litigation; Jeffrey Geida for Estate Planning & Probate and Nonprofit Organizations; Jonathan Forster for Estate Planning & Probate, Business/Corporate, and Mergers & Acquisitions; Gary Borofsky for Estate Planning & Probate, Tax: Consumer, and Business/Corporate; and Jessica Babrick for Estate & Trust Litigation.

"Super Lawyers" is a prominent rating service of lawyers from more than 70 practice areas that honors outstanding attorneys who attain a high degree of peer recognition and professional achievement. The selection process includes independent research, peer nominations and peer evaluations, resulting in a comprehensive list of the top 5% of attorneys in each state.

Jeffrey Geida Speaks to Fox Business and Tax Notes on Possible Estate Tax Repeal, Tax Deductions
Jeffrey Geida recently spoke to Fox Business and Tax Notes on the House GOP's tax reform proposal providing a delayed repeal of the estate tax and maintaining the step-up in basis at death, as well as an elimination of state and local tax (SALT) deductions. In Brittany De Lea's Fox Business articles, Jeffrey explains how repealing the estate tax would benefit the "wealthiest people in the country." "When you have a repeal of the estate tax combined with keeping the step-up in basis rules... It [benefits] people with really, really substantial assets," he says. Find the full articles on estate tax repeal, SALT deductions, and the impact of estate tax reform on housing hereto see more, hereto see more, and hereto see more.

In Matthew Madara's Tax Notes article, Jeffrey calls the proposal "a huge giveaway to the wealthiest people in the country," and believes that it is unlikely that both elements of the proposal will make it through the Senate. "I don't personally think this will go anywhere," Jeffrey says. "I don't see how they can both repeal the estate tax and get step-up in basis through the Senate," he says, predicting that, "they'll push a full repeal of the estate tax" and likely settle for an increase in the exemption amounts and maybe a lower rate.

Jeffrey Geida Quoted in Bloomberg BNA Article "Senate Tax Plan May Create Gifting Bonanza Among Very Wealthy"
Jeff Geida was recently quoted in Allyson Versprille's Bloomberg BNA article "Senate Tax Plan May Create Gifting Bonanza Among Very Wealthy." In the article, Jeff examines the Senate GOP's tax plan proposal and its effect on the country's wealthy families.

To read the full article, click hereto see more. Reproduced with permission from Daily Tax Report, 217 DTR G-5 (Nov. 13, 2017). Copyright 2017 by the Bureau of National Affairs, Inc. (800-372-1033) http://www.bna.com.

Weinstock Manion Recognized as a 2018 "Best Law Firm"
Weinstock Manion is pleased to announce that it has been named by U.S. News - Best Lawyers® as a "Best Law Firm" for 2018. The firm received National Tier 3 and Regional Tier 1 rankings in the practice area of Trusts & Estates Law, and a Regional Tier 2 ranking in the practice area of Litigation - Trusts & Estates.

Firms included in the "Best Law Firms" list are honored for professional excellence through a rigorous annual assessment of client and lawyer evaluations as well as peer reviews from leading attorneys in the same practice areas. Rankings are based on legal knowledge, responsiveness, cost-effectiveness, civility and integrity. Achieving a tiered ranking signals a unique combination of quality law practice and breadth of legal experience.

Jonathan Forster Quoted in Financial Advisor Magazine on Importance of Estate Planning
Jonathan Forster recently spoke to Financial Advisor Magazine on the importance of planning an estate. Jonathan explains that there are no simple estate plans, and that creating a detailed estate plan during one’s lifetime will ensure that assets are distributed to beneficiaries as intended. To read the full article, click hereto see more.

Michael Feispor to Speak at Estate and Financial Planning Seminar
Michael Feispor will be speaking at Century City Wealth Management's upcoming seminar on estate planning and financial planning, which will take place November 2, 2017. During the presentation, Michael and Adam Torres of Century City Wealth Management will discuss various estate and financial planning options attendees can use to avoid probate and help achieve financial security. For more information, click hereto see more.

Martin Neumann Speaks to WealthManagement.com
Martin Neumann was recently quoted in Susan Lipp and David Lenok's WealthManagement article "Mnuchin Recommends Withdrawal of Proposed 2704 Regs." In the article, Martin opines that the withdrawal of the estate tax rules proposed by the Obama administration was not unexpected, given that the proposals were "virtually impossible to enact as written." To read the full article, click hereto see more.

Weinstock Manion Recognized in Chambers High Net Worth Guide
The firm is pleased to announce that it has been ranked in Chambers and Partners' 2017 High Net Worth (HNW) Guide. The prestigious guide describes the firm as a "trusts and estates boutique [that] punches above its weight in representing ultra high net worth clients in trusts and estate planning and litigation matters."

The Chambers High Net Worth Guide, published by London-based Chambers & Partners, is specifically aimed at the private wealth market and provides objective, independent and research-based guidance on the world's leading high net worth advisors.

Robert Strauss Quoted in Financial Advisor Magazine
Rob Strauss was quoted extensively by Financial Advisor Magazine in Karen DeMasters' article "Estate Tax Repeal Could Cost Charities, Attorney Says." In the article, Rob discusses how the impending repeal of the estate tax could cost charities billions of dollars in donations from the ultra-wealthy. To read the full article, click hereto see more.

Robert Strauss Quoted in The Wirecutter
Rob Strauss was quoted as an expert in The Wirecutter's "Dear Wirecutter" segment, in which readers can submit questions about topics ranging from technology products to personal finance. In the segment, The Wirecutter took a question from a reader about whether or not it is possible to transfer credit card reward points from a decedent's credit card account prior to the account being closed. According to Rob, credit card reward points can be given to a named beneficiary as specified in a Will (or Trust) like any other assets. The credit card company should be contacted by the Executor/Trustee to request that the reward points be transferred to the rightful beneficiary. To read the full segment with Rob's comments, click hereto see more.