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Entries by Scott D. Ross

12 Rimon attorneys across six offices named Super Lawyers, again

News Eric C. Cohen Eric C. Cohen · Patricia Annino Patricia Annino · Mark S. Lee Mark S. Lee · Lillian Stenfeldt Lillian Stenfeldt · Matthew Poppe Matthew Poppe · Scott D. Ross Scott D. Ross · Phillip Wang Phillip Wang · Joseph I. (“Joe”) Rosenbaum Joseph I. (“Joe”) Rosenbaum · Kenneth B. Anderson Kenneth B. Anderson · Michael Vargas Michael Vargas · Michael L. Zosky Michael L. Zosky · April 08, 2020
Our honored Partners were: Intellectual Property, Corporate, and International Partner Eric Cohen in Chicago for Illinois Super Lawyers, 2020 Trusts and Estates and Private Client Partner Patricia Annino in Boston selected as top 50 for Massachusetts Women’s Edition, 2020 Intellectual

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Rimon Partners in six states listed in Best Lawyers® again

News Bernays T. (Buz) Barclay Bernays T. (Buz) Barclay · Patricia Annino Patricia Annino · Peng Chen Peng Chen · Phillip Quatrini Phillip Quatrini · Scott D. Ross Scott D. Ross · John R. Mussman John R. Mussman · Juan Zuniga Juan Zuniga · Mark S. Lee Mark S. Lee · Lillian Stenfeldt Lillian Stenfeldt · Filmore E. Rose Filmore E. Rose · Dale Rieger Dale Rieger · March 05, 2020
Rimon, P.C. is proud to announce that eleven of its Partners, across nine offices, have once again been honored by Best Lawyers®. Our honored partners were: Corporate and International Partner Buz Barclay in New York Trusts and Estates and Private Client Partner Patricia Annino in Boston Intellectual Property

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Rimon Partners in six states listed in Best Lawyers® again

News Patricia Annino Patricia Annino · Peng Chen Peng Chen · Phillip Quatrini Phillip Quatrini · Scott D. Ross Scott D. Ross · John R. Mussman John R. Mussman · Mark S. Lee Mark S. Lee · Bernays T. (Buz) Barclay Bernays T. (Buz) Barclay · Lillian Stenfeldt Lillian Stenfeldt · Juan Zuniga Juan Zuniga · Filmore E. Rose Filmore E. Rose · August 15, 2019
Rimon, P.C. is proud to announce that ten of its Partners, across eight offices, have once again been honored by Best Lawyers®. Our honored partners were: Corporate and International Partner, Buz Barclay in New York,  Trusts and Estates and Private Client Partner Patricia Annino in Boston, Intellectual Property

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Five Rimon Attorneys Named San Francisco Super Lawyers, Again

News Lillian Stenfeldt Lillian Stenfeldt · Matthew Poppe Matthew Poppe · Michael Vargas Michael Vargas · Michael L. Zosky Michael L. Zosky · Scott D. Ross Scott D. Ross · March 01, 2019
Five U.S. attorneys from Rimon's San Francisco office were selected to the 2019 Super Lawyers® List again. Super Lawyers is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high degree of peer recognition and professional achievement.  Our honored partners were:

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Rimon Partners in Six States and in Israel listed in Best Lawyers® Again

News Patricia Annino Patricia Annino · Peng Chen Peng Chen · Phillip Quatrini Phillip Quatrini · Scott D. Ross Scott D. Ross · John R. Mussman John R. Mussman · Carl Sherer Carl Sherer · Mark S. Lee Mark S. Lee · Bernays T. (Buz) Barclay Bernays T. (Buz) Barclay · Lillian Stenfeldt Lillian Stenfeldt · August 15, 2018
New York, NY --  Rimon, P.C. is proud to announce that ten of its Partners, across eight offices, have once again been honored by Best Lawyers®. Our honored partners were: Corporate and International Partner, Buz Barclay in New York,  Trusts and Estates and Private Client Partner Patricia Annino in Boston, Intellectual

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Tax Cuts and Jobs Act: Application to Estate Planning and Gift Planning

Insight Scott D. Ross Scott D. Ross · January 08, 2018
The most important parts of estate planning aren’t related to taxes.  Instead, they focus on identifying the people who will care for our children, structuring customized provisions so that inherited wealth has a positive impact on the lives of our beneficiaries, and thinking through the overall division of our estate between heirs and

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Is This the End for Valuation Discounts in Family Wealth Transfers?

Insight Melinda Fellner Bramwit Melinda Fellner Bramwit · Lisa Weinstein Burns Lisa Weinstein Burns · Filmore E. Rose Filmore E. Rose · Scott D. Ross Scott D. Ross · Duncan Connelly Duncan Connelly · September 29, 2016
Wealthy families for decades have been successfully utilizing illiquid, minority interests in business entities such as family limited partnerships (FLPs), family limited liability companies (LLCs), and closely-held corporations to transfer wealth to the next generation or beyond at significantly discounted valuations. These entities commonly hold

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Rimon Partners in Five States and in Israel listed in Best Lawyers® for Third Consecutive Year.

News Bernays T. (Buz) Barclay Bernays T. (Buz) Barclay · Phillip Quatrini Phillip Quatrini · Filmore E. Rose Filmore E. Rose · Scott D. Ross Scott D. Ross · John R. Mussman John R. Mussman · Carl Sherer Carl Sherer · August 15, 2016
New York, NY -- Monday, August 15, 2016 -- Rimon, P.C. is proud to announce that six of its Partners, across five offices, have once again been honored by The Best Lawyers in America®, the oldest, most recognized and respected attorney-reviewed publication in the legal field. Our honored partners were: Corporate

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Rimon Partners in Five Offices Named in Best Lawyers® in America List Again.

News Filmore E. Rose Filmore E. Rose · Phillip Quatrini Phillip Quatrini · Scott D. Ross Scott D. Ross · Bernays T. (Buz) Barclay Bernays T. (Buz) Barclay · October 02, 2015

New York, NY -- Monday, August 17, 2015 -- Rimon, P.C. is pleased to announce that six of its Partners have been named to the 22nd Edition of Best Lawyers® 2016, the oldest and most recognized and respected attorney-reviewed publication in the legal profession.

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Rimon Partners Recognized on 2014 California Super Lawyers List

News January 02, 2015
Palo Alto and San Francisco, CA --January 2, 2015 -- Rimon, P.C. is happy to announce that Richard Mooney and Scott Ross have been selected to the 2014 California Super Lawyers list. Each year, no more than five percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor. Super

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Rimon Partners in Four Offices Named to 2015 Best Lawyers® in America List

News Bernays T. (Buz) Barclay Bernays T. (Buz) Barclay · Filmore E. Rose Filmore E. Rose · Scott D. Ross Scott D. Ross · December 01, 2014
New York, NY -- Tuesday, November 25, 2014 -- Rimon, P.C. is pleased to announce that five of its attorneys have been named to the 2015 Edition of Best Lawyers, the oldest and most respected peer-reviewed publication in the legal profession. Rimon Partners, Bernays T. (Buz) Barclay, John Hintz, Filmore E. Rose, Scott D. Ross, and Neil Smith were

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Avoiding California State Income Tax Through Irrevocable Trusts

Insight Scott D. Ross Scott D. Ross · December 11, 2013

EXECUTIVE SUMMARY:

With the maximum California state income tax rate at 13.3% for both ordinary income and capital gain, strategies to defer or eliminate California state income tax have greater importance. One strategy to consider is the creation of an irrevocable children’s trust in a state with no state income tax. If the trust is structured properly, the trust’s accumulated ordinary income and capital gain will not be subject to California state income tax until distributions are made to the trust’s beneficiaries. At that point only the distributed amount is subject to California state income tax and only if the beneficiary is a California resident when the distribution is made. Distributions to a beneficiary who has settled in another state are free of California state income tax (but may be taxable in the beneficiary’s resident state).

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