Robert Strauss skillfully guides high net worth families, business owners and real estate developers and investors through the complex process of estate and wealth transfer planning. Rob approaches each client with a fresh perspective, conducting extensive discovery to discern their unique objectives, challenges and concerns. By considering a client’s full array of needs, assets and goals, Rob develops creative and customized solutions that reduce estate taxes, achieve liability and creditor protection and, if desired, incorporate charitable giving and life insurance planning. Rob’s clients appreciate his interactive style, responsiveness, and ability to communicate complex structures in plain English, enabling them to make informed decisions.

Rob applies experience as a transactional attorney to advise owners of businesses and real estate regarding business succession plans and pre-liquidity event wealth transfer plans. Conversant in current business and real estate trends, Rob effectively considers external variables along with the client’s business goals and personal needs to provide sound guidance.

As a teacher of Advanced Estate Planning at UCLA Extension and a frequent speaker, Rob is well-versed at communicating sophisticated estate planning concepts to a diverse audience. He enjoys the challenge of ensuring that everyone in the room, regardless of background, gains a visceral understanding of the topic. As a by-product of his teaching and speaking engagements, Rob remains ahead of trends in estate planning and tax law.

Highly-respected by his clients and peers, they have awarded Rob the highest possible rating, “AV® Preeminent™ 5.0/5.0,” on Martindale-Hubbell®. Additionally, he has been named a “Southern California Super Lawyer” by Super Lawyers® every year since 2005 and has been selected for inclusion in The Best Lawyers in America© each year since 2013.

Education

  • J.D., UCLA School of Law, 1990
  • A.B., Economics, Harvard University, 1986
    • Honors: Magna Cum Laude

Bar Admissions

  • State Bar of California, 1990
  • U.S. District Court Central District of California, 1991
  • U.S. Tax Court, 1991

Professional Associations & Memberships

  • Beverly Hills Bar Association: 1994 – present
  • Los Angeles County Bar Association: 1991 – present
  • Los Angeles Estate Counselors Forum, Past President
  • ProVisors, Beverly Hills I, Group Leader

Speaking & Teaching

Teaching Positions

  • Advanced Estate Planning, UCLA Extension, 2003 – Present

Notable Speaking Engagements

  • “Implications of the Estate Tax Proposal and Proposition 19,” CPA Business Managers virtual Zoom event, March 1, 2021
  • “Exit Planning,” EPI Business Owners Forum, October 9, 2018
  • “Advanced Estate Planning Under the New Tax Code,” Beverly Hills Bar Association, July 17, 2018
  • “Pre and Post Sale Planning for You, Your Company and Your Family,” A Conference for Business Owners: M&A Solutions for Privately Held Companies, May 2, 2018
  • “Planning Opportunities Under the New Estate Tax Law,” San Fernando Valley Estate Planning Council, April 26, 2018
  • “Estate Tax Issues in Business Succession Planning,” South Bay Estate Planning Council, March 8, 2018
  • “Why You Should Take Estate Planning Seriously,” Financial Sense Podcast, October 31, 2017
  • “Pre-liquidity Event: Wealth Transfer Planning Ideas for Business Owners,” Beverly Hills Estate Planning Council, October 2, 2017
  • “Pre and Post Sale Planning for You, Your Company, and Your Family,” A Conference for Business Owners: M&A Solutions for Privately Held Companies, April 26, 2017
  • “Estate Planning Prior to your Deal,” Provisors M&A Group, October, 2013
  • “GRATs: Unconventional Uses for the Common GRAT,” Beverly Hills Bar Association, August 2013
  • “Current State of Estate Planning,” 2013 IRS Valuation Summit, August, 2013
  • “Estate Planning Prior to Your Deal,” YPO MAST Seminar, May 2013
  • “Creating the Legal Structure Including the Tax Consequences,” Pepperdine University, December 2012
  • “Creating the Legal Structure Including the Tax Considerations,” Pepperdine University, March 2012
  • “Opportunities for $5M Exemptions,” The Financial Planning Association of Los Angeles, March 2012
  • “No Regrets: Smart Advance Planning for the Eventual Sale of Your Company,” California CEO Forum, March 2012
  • “Creating the Organizational Structure Including the Legal Tax Considerations,” Certificate in Financial Management for the Family Office:  Managing and Building Wealth through Effective Financial Management, Oversight, and Making Informed Investment Decisions, Pepperdine University, October 2011
  • Estate Planning Update, Business Managers Discussion Group, July 2011
  • The Basics of Grantor Retained Annuity Trusts (“GRATS”) and Case Studies, South Bay Estate Planning Council, March 2011
  • Estate Planning in a Low Interest Environment,” Critical Issues Affecting Estate and Charitable Planning, The Jewish Community Foundation, Los Angeles, April 2009

Media & Publications

Publications

  • Planning with Family Limited Partnerships, co-author, Credit Suisse, June 2012
  • Plan Before You Sell

Media

Honors & Awards

Related News

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September 17, 2024

Robert Strauss Quoted in The Hollywood Reporter as Legal Battle Ensues Over the Future of Rupert Murdoch’s Empire

Robert Strauss spoke to The Hollywood Reporter’s Winston Cho about a legal drama currently unfolding like a real-world version of the television show “Succession” as...

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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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August 15, 2024

Ten Attorneys from Weinstock Manion Named to 2025 “Best Lawyers in America”; Eight Named to “Best Lawyers: Ones to Watch”

Weinstock Manion is pleased to announce that Jessica Babrick, Gary Borofsky, Jonathan Forster, Jeffrey Geida, Martin Neumann, Diane Park, Blake Rummel, Sussan Shore, Neil Solarz,...

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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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February 27, 2024

Rob Strauss Joins Financial Sense Newshour Podcast to Discuss Estate Planning Ahead of the 2024 Election

Rob Strauss recently joined Jim Puplava, President of Financial Sense Wealth Management, for a Lifetime Planning episode of the Financial Sense Newshour podcast. The pair...

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February 15, 2024

Rob Strauss Sheds Light on Family-Limited Partnerships for Business Insider

Rob Strauss recently spoke to Business Insider about family-limited partnerships and how they are being utilized in wealth transfer and estate planning. The article, “The...

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January 10, 2024

Twelve of the Firm’s Attorneys Selected to 2024 Southern California “Super Lawyers”

The firm is pleased to announce that twelve of its attorneys have been listed to Thomson Reuters’ 2024 Southern California “Super Lawyers.” Weinstock Manion attorneys...

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November 3, 2023

Robert Strauss Quoted in The Messenger on the Importance of Talking About Money with your Heirs

Robert Strauss was recently featured in an article for The Messenger entitled, “Even The Ultra-Rich Stink At Talking About Money With Their Heirs,” which examines...

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September 22, 2023

Jonathan Forster and Robert Strauss Named By The Hollywood Reporter to 2023 List of “Hollywood’s Troubleshooters: Who the Stars Call to Put Out Fires and Prevent Future Disasters”

Jonathan Forster and Robert Strauss were both selected by The Hollywood Reporter for inclusion in its list of “Hollywood’s Troubleshooters: Who the Stars Call to...

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August 17, 2023

Ten Attorneys from Weinstock Manion Named to 2024 “Best Lawyers in America”; Six Named to “Best Lawyers: Ones to Watch”

Weinstock Manion is pleased to announce that Jessica Babrick, Gary Borofsky, Jonathan Forster, Jeffrey Geida, Martin Neumann, Diane Park, Blake Rummel, Sussan Shore, Neil Solarz,...

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July 14, 2023

Robert Strauss Speaks to Business Insider About Strategies HNW Individuals Can Employ to Protect Family Fortunes

Robert Strauss was recently quoted in Business Insider’s article “How the ultra-rich use trusts to protect the family fortune if their heirs get sued or...

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May 11, 2023

Robert Strauss Quoted in Business Insider Article About Estate Planning Strategies

Robert Strauss was recently quoted in Business Insider’s article “Five ways the rich save big on estate taxes, from putting houses in trusts to buying...

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