This dual experience allows Stan to offer comprehensive solutions that address both the legal and financial aspects of client challenges. His deep understanding of federal, state, and local tax planning, coupled with his experience in estate and wealth preservation, enables him to craft strategies that protect client interests across multiple fronts.
Collaboration is at the heart of Stan's approach to client representation. He builds strong relationships with clients’ other professional advisers, working in tandem to tackle complicated tax and estate planning concerns. This teamwork frequently ensures a holistic approach to problem-solving, leveraging diverse perspectives to achieve optimal outcomes.
Beyond his client work, Stan contributes to the broader legal and financial community. He shares his insights as an author and speaker on tax and estate planning topics. His commitment to giving back is evident in his pro bono counsel for various Southern California charitable organizations, extending his impact beyond his immediate practice.
Professional and Community Involvement
Member, American Bar Association
Member, American Institute of Certified Public Accountants
Member, California Society of Certified Public Accountants
Honors
The Best Lawyers in America, 2025