News  Page 2

Keep up on all of our recent firm news and developments, including thought leadership and honors, as well as events and newsletters.

October 23, 2024

Elizabeth Acevedo to Speak at USC Gould School of Law’s 50th Annual Trust and Estate Conference

Elizabeth (Beth) Acevedo will be a featured panelist at USC Gould School of Law’s 50th Annual Trust and Estate Conference, taking place both in-person and...

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October 15, 2024

Robert Strauss Weighs in on Upstream Transfers and Tax Saving Strategies in Business Insider

Robert Strauss was recently featured in the Business Insider article, “How rich Americans can save on taxes by giving stock and real estate to their...

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October 8, 2024

Jonathan Forster Discusses ​​John Amos’s Estate in Exclusive with People Magazine

Jonathan Forster recently spoke to People Magazine about what may happen with the estate of actor John Amos following his passing in August, and the...

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August 26, 2024

Rob Strauss Joins Financial Sense Newshour Podcast to Discuss Potential Changes to Estate Tax Law

Rob Strauss recently joined the President of Financial Sense Wealth Management, Jim Puplava on the podcast, Financial Sense. In the podcast episode, Advanced Estate Planning...

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July 10, 2024

Neil Solarz Discusses Legal Battle Over Tony Bennett’s Estate in Wealth Management

Neil Solarz recently spoke to Wealth Management about the ongoing legal dispute over Tony Bennett’s estate. In June of 2024, Bennett’s two daughters filed a...

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July 8, 2024

Jonathan Forster Quoted in People Magazine Article About Matthew Perry’s Assets and Estate

Jonathan Forster recently spoke to People Magazine about late actor Matthew Perry’s assets at the time of his death in October 2023, following an appraisal...

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July 1, 2024

Supreme Court Decision Changes Estate Tax Impact of Corporate-Owned Life Insurance Policies

by Amy L. Lawrence Closely-held businesses may want to reconsider business succession planning after the recent U.S. Supreme Court decision in Connelly v. United States,...

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July 1, 2024

Intrafamily Transactions: When Lifetime Transfers Intended as Loans Are Treated as Gifts

by Corinne L. Adams In a recent case, Estate of Mary Bolles, T.C. Memo 2020-71, affirmed, Docket No. 22-70192 (9th Cir, 2024), the Ninth Circuit...

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July 1, 2024

New FDIC Rules Affecting Insurance Limits on Trust Account Deposits

by Corinne L. Adams The Federal Deposit Insurance Corporation (“FDIC”) recently adopted changes to the deposit insurance rules for revocable and irrevocable trust accounts which...

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June 18, 2024

Observing Juneteenth

Weinstock Manion will be closed on Wednesday, June 19, 2024, in observance of Juneteenth. Juneteenth is a national day of celebration memorializing the end of...

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June 14, 2024

Rochelle Schultz and Andrew Smith Named Southern California “Rising Stars”

Weinstock Manion is pleased to announce that Rochelle Schultz and Andrew Smith have been selected as Thomson Reuters Super Lawyers Southern California “Rising Stars” for 2024. One...

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May 28, 2024

Sussan Shore Named to 2024 Los Angeles Business Journal “Women of Influence: Attorneys” List

Weinstock Manion is pleased to announce that Sussan Shore has been named to the Los Angeles Business Journal’s 2024 “Women of Influence: Attorneys” list. The...

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