Weinstock Manion presents our
2021 Year End Newsletter
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2021 has been a year of healing and looking forward, with significant legal developments and overarching challenges. We wouldn’t be where we are without you, and we are honored to be able to assist you during these uncertain times.
We, like you, have been focused on adapting and adjusting as we all navigate and emerge from a global pandemic. The events of the past year will continue to have long-lasting implications in terms of how businesses operate and how estate plans are structured. This holiday season, we want to send good tidings and share with you the firm's 2021 highlights. We encourage you to reach out to us to discuss new strategies, including ways to better preserve your financial legacy for your loved ones.
Here's to a prosperous and healthy 2022!
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WELCOME KRISTA HARTWELL
Krista Hartwell combines her estate, charitable and wealth transfer planning experience with a unique background in state and federal income tax law to provide Weinstock Manion clients with strategic income and transfer tax advice to meet their tax and succession planning goals. Krista is adept at navigating and resolving complex tax issues, and counseling clients on wealth preservation tax strategies. They can depend on her to provide thoughtful analysis of state, federal, and international tax laws. Prior to joining Weinstock Manion, Krista honed her skills in international tax, and is experienced in structuring inbound and outbound wealth transfers planning. Her prior experience also includes representing taxpayers before the IRS and FTB in federal and state tax controversies.
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WELCOME DESIREE DESURRA
Desiree DeSurra applies an extensive and broad-based legal background in taxation and litigation to advising and assisting high net worth individuals and families, helping them navigate complex trust and estates planning matters, taxation issues, and ongoing and potential trust disputes. Desiree specializes in planning, taxation law matters and litigation with a primary focus on sophisticated gift, estate, and generation-skipping transfer tax planning, wealth transfer planning, and business succession planning for high-net-worth clients. She has also managed a wide range of complex litigation matters, including white-collar investigations, contract disputes, business torts such as fraud, defamation, interference with contract and economic advantage, professional negligence, and securities fraud in state and federal courts.
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ACCOLADES
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Weinstock Manion and its Attorneys Ranked in Chambers and Partners' 2021 High Net Worth Guide
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Weinstock Manion Recognized as a 2022 "Best Law Firm" by Best Lawyers
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Ten of the Firm's Attorneys Named to the 2022 edition of "The Best Lawyers in America" by Best Lawyers (Jessica Babrick, Gary Borofsky, Jonathan Forster, Jeffrey Geida, Martin Neumann, Diane Park, Blake Rummel, Sussan Shore, Neil Solarz, and Robert Strauss)
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Elizabeth Acevedo, Rochelle Schulz, and Andrew Smith named to "Best Lawyers: Ones to Watch" by Best Lawyers
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Ten of the Firm's Attorneys Selected to 2021 "Southern California Super Lawyers" by Thomson Reuters (Jessica Babrick, Gary Borofsky, Jonathan Forster, Jeffrey Geida, Martin Neumann, Diane Park, Blake Rummel, Sussan Shore, Neil Solarz, and Robert Strauss)
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Martin Neumann, Sussan Shore, and Neil Solarz Included in "Top 100: 2021 Southern California Super Lawyers List" by Thomson Reuters
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Sussan Shore Included in "Top 50 Women: 2021 Southern California Super Lawyers List" by Thomson Reuters
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Elizabeth Acevedo, Krista Hartwell, Maggie Mouradian, Rochelle Schultz, and Andrew Smith selected as Super Lawyers “Rising Stars” for 2021 by Thomson Reuters
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Jessica Babrick named to the 2021 list of "Top Women Lawyers" by Los Angeles and San Fancisco Daily Journal
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Blake Rummel named a "2021 Top Rated Litigator" by The American Lawyer
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PRESENTATIONS
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“What Every Attorney Should Know Before Drafting a California Estate Plan,” California Lawyers Association, September 24, 2021, presented by Elizabeth Acevedo
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"Wealth planning and charitable giving," Adat Shalom Synagogue, May 5, 2021, presented by Eric Bergman
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"Biden’s estate tax proposal and proposition 19," CPA Business Managers, March 1, 2021, presented by Robert Strauss
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“California Property Tax,” California Society of Tax Consultants, February 3, 2021, presented by Rochelle Schultz
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Weinstock Manion
A Law Corporation
1875 Century Park East, Suite 2000
Los Angeles, CA 90067
(310) 553-8844
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