Los Angeles, California, United States
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About
Activity
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We are pleased to announce the expansion of our team with the addition of Wayne Park as Managing Director, Multi-Family Offices Services. Wayne has…
We are pleased to announce the expansion of our team with the addition of Wayne Park as Managing Director, Multi-Family Offices Services. Wayne has…
Liked by Dina Nam
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Arielle Buss Lederman and I discuss the considerations and potential challenges of estate planning with real estate in our new article in the May…
Arielle Buss Lederman and I discuss the considerations and potential challenges of estate planning with real estate in our new article in the May…
Liked by Dina Nam
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Estate planning with real estate can transfer meaningful wealth to future generations. However, there are a number of considerations and potential…
Estate planning with real estate can transfer meaningful wealth to future generations. However, there are a number of considerations and potential…
Liked by Dina Nam
Licenses & Certifications
Publications
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Proposal to Enhance Implementation, Enforcement of Exit Tax
Tax Notes
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Parse the Issues Involving Guardians in Legal Proceedings
Estate Planning
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Shoes for the Cobbler’s Children: What Lawyers Need to Know About Estate Planning
The Recorder
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How Wealthy Individuals Can Strategically Gift Education
Family Wealth Report
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Strategies and Contemporary issues in Planning with Grantor Trusts
USC Law School Institutes on Major Tax Planning
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Honors & Awards
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Private Client Global Elite “Ones to Watch” 2018
Legal Week
Private Client Global Elite is the list of the world’s elite lawyers advising UHNW clients.
Launched in 2017, the Private Client Global Elite serves as a highly respected global directory of the world’s top private client and trust and estates litigation talent, as well as rising stars within the industry. -
Private Client Global Elite “Ones to Watch” 2017
Legal Week
Private Client Global Elite is the list of the world’s elite lawyers advising UHNW clients.
Launched in 2017, the Private Client Global Elite serves as a highly respected global directory of the world’s top private client and trust and estates litigation talent, as well as rising stars within the industry.
More activity by Dina
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After 2.5 years of building and grinding with a very small team, we were able to raise our Series A and just 6 months later here we are closing our…
After 2.5 years of building and grinding with a very small team, we were able to raise our Series A and just 6 months later here we are closing our…
Liked by Dina Nam
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It’s official! Mariner Platform Solutions and AdvicePeriod have joined forces. This news makes the Mariner Platform Solutions offering for…
It’s official! Mariner Platform Solutions and AdvicePeriod have joined forces. This news makes the Mariner Platform Solutions offering for…
Liked by Dina Nam
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Congratulations to former Sagehen Men’s Basketball Coach Gregg Popovich on leading Team USA to a gold medal at the #tokyoolympics
Congratulations to former Sagehen Men’s Basketball Coach Gregg Popovich on leading Team USA to a gold medal at the #tokyoolympics
Liked by Dina Nam
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Congratulations to the entire AdvicePeriod team on today's acquisition announcement by Mariner Wealth Advisors. This acquisition will give me the…
Congratulations to the entire AdvicePeriod team on today's acquisition announcement by Mariner Wealth Advisors. This acquisition will give me the…
Liked by Dina Nam
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