Keep up on all of our recent firm news and developments, including thought leadership and honors, as well as events and newsletters.
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,...
Read moreby 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...
Read moreby Corinne L. Adams The Federal Deposit Insurance Corporation (“FDIC”) recently adopted changes to the deposit insurance rules for revocable and irrevocable trust accounts which...
Read moreby 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...
Read moreby Corinne L. Adams Case Summary The plaintiffs, National Small Business United (dba National Small Business Association “NSBA”), and Isaac Winkles, an NSBA member, filed...
Read moreBy Behrouz S. Arani In the recent California Supreme Court case of Haggerty v. Thornton, the California Supreme Court upheld the findings of the San...
Read moreElizabeth Acevedo’s article “Irrevocable Life Insurance Trusts (ILITs) in Estate Planning: Common Pitfalls to Avoid” was recently published by ThinkAdvisor, an ALM publication. The article...
Read moreRochelle 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,...
Read moreThe 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...
Read moreBlake Rummel’s story “The Secret of the Simplified Chinese Character” was published in Southern California Super Lawyers Magazine....
Read moreAndrew 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...
Read moreAndrew 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...
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