News  Page 3

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

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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May 9, 2024

Elizabeth Acevedo Receives National Business Institute’s 2023 Outstanding Faculty Award

The firm is pleased to announce that Elizabeth Acevedo was a recipient of the 2023 National Business Institute’s (NBI) Outstanding Faculty Award. Each year, NBI evaluates...

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April 12, 2024

Rob Strauss Speaks to Wall Street Journal About Mistakes to Avoid Before Retirement

Rob Strauss recently spoke with Cheryl Winokur Munk for a Wall Street Journal article about common financial mistakes that individuals should be careful to avoid...

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April 5, 2024

Jon Forster speaks to MarketWatch About Property Inheritance and Capital Gains Taxes After the Death of a Family Member

Jon Forster was recently featured in a MarketWatch column answering a reader question about the correct tax basis to claim when selling the house of...

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April 2, 2024

Don’t Wait to Donate: Avoiding Capital Gain on Gifts of Appreciated Property to Charity

by Amy L. Lawrence In a recent case, Estate of Scott M. Hoensheid, et al. v. Commissioner (T.C. Memo 2023-34), the Tax Court provided critical...

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April 2, 2024

A Federal District Court Declares the Corporate Transparency Act Unconstitutional

by Corinne L. Adams Case Summary The plaintiffs, National Small Business United (dba National Small Business Association “NSBA”), and Isaac Winkles, an NSBA member, filed...

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April 2, 2024

Haggerty v. Thornton: Be Sure to Include Modification Procedures in Your Trust Planning

By Behrouz S. Arani In the recent California Supreme Court case of Haggerty v. Thornton, the California Supreme Court upheld the findings of the San...

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March 27, 2024

Weinstock Manion Proudly Supports the LABJ’s Women’s History Month Social Justice Issue

Weinstock Manion is pleased to join several local, reputable firms in support of the Los Angeles Business Journal’s Social Justice series! The series commences with Women’s...

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