News  Page 5

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

May 16, 2018

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...

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May 15, 2018

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...

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March 8, 2018

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...

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February 28, 2018

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...

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December 5, 2017

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...

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November 21, 2017

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...

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October 27, 2017

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...

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October 6, 2017

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...

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September 12, 2017

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...

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August 16, 2017

Jeffrey Geida Speaks to Los Angeles Times on NonProfit Foundations

Jeff Geida was recently quoted in David Lazarus’s Los Angeles Times article “Drug companies are growing less generous in helping patients pay for meds.” In...

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August 11, 2017

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...

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July 12, 2017

Robert Strauss Quoted in CNBC on the Estate Tax

Rob Strauss recently talked to CNBC about how uncertainty regarding the future of the estate tax affects clients and their estate plans. According to Rob,...

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