GRATS Panel Discussion

Morey Greenstein, Steve Singer and Lara Gilman discuss GRATS

About the Panelists: 

Steve Singer

Steve Singer is a CPA and tax partner with the firm Greenstein, Rogoff, Olsen & Co. He has more than 26 years experience advising high net worth individuals on a variety of issues including estate planning and family succession.

Lara Gilman is an estate tax attorney with the San Francisco law firm of Farella Braun & Martel. She chairs Farella Braun & Martel's Family Wealth Group and counsels individuals and families on estate planning and succession planning.  Ms. Gilman has extensive experience integrating and simplifying the complexities of wealth succession planning for individuals, families and businesses. Ms. Gilman is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California, and in 2009 earned a Certificate in Family Business Advising from the Family Firm Institute.

Morey Greenstein

Morey Greenstein is the Founding Partner of Greenstein, Rogoff, Olsen & Co., LLP. With over 50 years of experience, Morey has created a legacy by working with individuals and families who have reshaped the world we live in. He is actively involved in the accounting practice, specializing in wealth preservation strategies for individual clients and closely held businesses. Morey’s clients respect him for his technical expertise and practical approach to complex situations.