Estate Planning for International Clients with Cross Border Families and Assets

Stefanie J. Lipson is a partner in the Private Client Services group at Greenberg Glusker, where she leads the Family Office Advisory practice.

She provides comprehensive tax counsel to domestic and international families, family offices, real estate and tech entrepreneurs, high-profile entertainment figures, private investors, and closely held business owners in all aspects of personal wealth and succession planning.

Stefanie advises on proactive wealth transfer, income, and property tax planning strategies, pre-liquidity transaction planning, and pre- and post-death administration. She has focused expertise in generation-skipping transfer tax, S corporation planning, California real property tax, privacy structures, and cross-border trust planning and residency issues.

Her close client relationships and deep understanding of their businesses and wealth structures enable her to take a holistic approach to long-term planning. Collaborating with family advisors, Stefanie crafts tax-efficient strategies to meet wealth transfer and charitable goals while addressing family governance and business management concerns.

Stefanie engages multiple generations in the planning process, educating younger family members on wealth transfer responsibilities and emphasizing early adoption of long-term planning strategies.

Whether planning for a significant liquidity event, transitioning closely held business equity and management interests, or managing the post-death administration process, Stefanie helps her clients navigate the tax and non-tax complexities of wealth transition and asset transfers while honoring their loved ones’ wishes, providing clients and their families with continuity of counsel as they address the “What’s Next” question.

Laura Zwicker chairs Greenberg Glusker’s Private Client Services Group, advising individuals and families on international and domestic tax and estate planning issues and business succession planning. 

Laura’s practice focuses primarily on counseling ultra-high net worth individuals and their families in connection with domestic and international estate and tax planning issues and business succession planning; advising financial institutions with regard to fiduciary and custodial issues; forming, advising and dissolving non-profit organizations; and probate and post-death trust administration.