E5 – The Truth About Discounts: They’re Not Dirty, They’re Necessary. What Fiduciaries Must Understand About Valuation, Taxes and Risk Management

Julia R. Haye focuses on high-net-worth disputes, including high-asset divorce proceedings and probate litigation. Her practice includes complex cases involving marital property characterization, agreements, and intricate property issues. Drawing on extensive litigation experience, Julia effectively navigates high- stakes financial disputes, building trust with clients to resolve contentious, sensitive matters in divorce and probate cases. She has been recognized for her skill in high-net-worth litigation, named a Leader of Influence: Litigators and Trial Attorneys by the Los Angeles Business Journal in 2024 and included in Best Lawyers in America. Julia earned her J.D. from UCLA School of Law and her B.A. from UCLA.

Marc M. Stern, Partner in Greenberg Glusker’s Private Client Services Group, advises clients on wealth retention and disposition, focusing on estate planning, transfer tax strategies, premarital agreements, and estate and trust administration. He also handles probate litigation and gift and estate tax controversies. Marc has been recognized in The Best Lawyers in America (2010-2025), Chambers High Net Worth Guide as a leading lawyer in private wealth disputes (2019) and was named a Trust & Estate Trailblazer by the National Law Journal (2017). Marc earned his J.D. from USC Gould School of Law and a B.S. in Mathematics from Stanford University.