International Society of Primerus Law Firms
Marc M. Stern, Esq.
Practice Areas:

Los Angeles Attorney
Marc M. Stern, Esq.

Phone: 310.734.1965

Email: MStern@greenbergglusker.com

Languages: English

Marc Stern’s practice focuses on representing individuals in connection with the retention and disposition of their wealth, including estate planning, transfer tax planning and premarital agreements, and in connection with obtaining benefits left to them by others, including estate and trust administration and probate litigation.

Education

  • JD, USC School of Law, 1986
  • BS, Stanford, Mathematics Major, 1981

Practice Areas

  • Investment Fraud
  • Family/Strategic Wealth Planning
  • Charities & Nonprofit Organizations
  • Trusts & Estates Administration
  • Trusts & Estates Controversy

Accolades

  • Listed, Best Lawyers in America, 2010-2012
  • Listed, Super Lawyer, Los Angeles Magazine, 2010-2012
  • Rated, “AV Preeminent 5.0 out of 5,” Martindale Hubbell

Published Articles

  • Consulting Editor, California Continuing Education of the Bar (CEB), Drafting California Revocable Trusts, 4th Ed, 2003
  • Consulting Editor, California Continuing Education of the Bar (CEB), Drafting California Revocable Trusts, 3rd Ed, 1997
  • Author, California Continuing Education of the Bar (CEB), The Marital Deduction, Chapter 9, Drafting California Revocable Trusts, 4th Ed, 2003
  • Author, California Continuing Education of the Bar (CEB), Marital Deduction Formulas and Funding, Chapter 11, Drafting California Revocable Trusts, 4th Ed, 2003
  • Author, California Continuing Education of the Bar (CEB), QTIP and QDOT Trusts, Chapter 13,Drafting California Revocable Trusts, 4th Ed, 2003
  • Author, California Continuing Education of the Bar (CEB), Bypass and Disclaimer Trusts, Chapter 14,Drafting California Revocable Trusts, 4th Ed, 2003
  • Author, California Continuing Education of the Bar (CEB), Grantor Retained Income Trusts, Chapter 14, Drafting California Revocable Trusts, 3rd Ed, 1997
  • Author, California Continuing Education of the Bar (CEB), Grantor Retained Annuity Trusts, Chapter 15, Drafting California Revocable Trusts, 3rd Ed, 1997
  • Author, California Continuing Education of the Bar (CEB), Grantor Retained Unitrusts, Chapter 16,Drafting California Revocable Trusts, 3rd Ed, 1997

Speaking Engagements

  • Speaker, 40th Annual Portland Estate Planning Council Estate Planning Seminar: Taking Advantage of Intra-Family Loans in a Low Interest Rate Environment, 2011
  • Speaker, USC Gould School of Law 35th Annual Trust and Estate Conference: Intra-Family Loans and Sales: A Fresh Look (co-presented with Arnold Kahn), 2009
  • Speaker, Jewish Community Foundation, Intra-Family Loans – New Opportunities and Perils, 2009
  • Speaker, 45th Annual Hawaii Tax Institute, Fiduciary Track – The Effects of Separation and Divorce on an Estate Plan, 2008
  • Speaker, 45th Annual Hawaii Tax Institute, Succession Planning – Integrating the Estate and Financial Plans With Each Other, 2008
  • Adjunct Professor, Golden Gate University School of Accounting, Income Taxation of Estates Trusts and Beneficiaries, 1993-current
  • Adjunct Professor, Loyola Law School, Federal Income Taxation of Estates Trusts and Beneficiaries, 2007-2010
  • Speaker, 44th Annual Hawaii Tax Institute, Analysis and Preparation of the Federal Estate Tax Return, Form 706, 2007
  • Speaker, San Fernando Valley Estate Planning Council, Tax Issues Relating to Marital Dissolutions, Premarital and Postmarital Agreements, Domestic Partners, Etc., 2008
  • Speaker, Los Angeles Estate Planning Council, The Honeymoon is Over, Creative Estate Planning to Satisfy Obligations under a Premarital Agreements or Marital Settlement Agreement, 2007
  • Speaker, California Society of CPAs, Hollywood/Beverly Hills Discussion Group, Tax Issues Relating to Marital Dissolutions, Premarital and Postmarital Agreements, Domestic Partners, Etc., 2007
  • Speaker, Jewish Community Foundation, The Honeymoon is Over, Creative Estate Planning to Satisfy Obligations under a Premarital Agreements or Marital Settlement Agreement, 2006
  • Speaker, California Society of CPAs, Analysis and Preparation of the Federal Estate Tax Return, Form 706, 1995-2006
  • Speaker, Southern California Trust Officers Association, Adjustment Powers Authorized under California Law, 2006
  • Co-Speaker, California Continuing Education of the Bar (CEB), Drafting Premarital Agreements, 1993-2005
  • Speaker, South Bay Estate Planning Council, Basics of Fiduciary Income Taxation, 2005
  • Co-Speaker, California Continuing Education of the Bar (CEB), Crossover Issues in Estate Planning and Dissolution: When Death and Divorce Collide, 1999-2005
  • Co-Speaker, GGFCM Speaker Series, For Love or Money, 2005
  • Speaker, Northwest Tax Institute, Income Taxation of Estates and Trusts, 2004 Recent Developments, 2004
  • Co-Speaker, California Continuing Education of the Bar (CEB), Income Taxation of Trusts and Estates, 1999-2004
  • Speaker, Beverly Hills Bar Association, The 709, It’s Not a Freeway!, 2003
  • Co-Speaker, UCLA Extension, Drafting Premarital and Postmarital Agreements, 1999-2003
  • Speaker, California Society of CPAs, Santa Barbara County Chapter, What Every CPA Needs to Know About Estate Planning, 2002
  • Co-Speaker, California Continuing Education of the Bar (CEB), Advanced Estate Planning After EGTRRA 2001, 2002
  • Adjunct Professor, USC Law School, Gifts, Wills and Trusts, 2000-2002
  • Speaker, Aspen Valley Foundation, Transfer Tax Aspects of the Recent Tax Law Changes, 2000-2001

Professional/Community Affiliations

  • Coach AYSO, Beverly Hills Little League and Los Angeles Parks recreation basketball
  • Member, Beverly Hills Estate Planning Counsel

Contact This Firm

Greenberg Glusker

1900 Avenue of the Stars, 21st Floor
Los Angeles, CA 90067
United States

Law Firm Contact: Brian L. Davidoff

Tel: 310.734.1965

Fax: 310.201.2328

Website: www.greenbergglusker.com

Member Since: 2005

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