Burton Mitchell was mentioned in the Billboard article “Tom Petty’s Widow Files New Appeals Against Daughters in Escalating Battle Over Late Rocker’s Trust” on May 30, 2019.
Burton Mitchell was quoted in The Oregonian article “Hire a tax pro to deal with capital gain on inherited home” on May 19th, 2019.
Mark Adams, Bob Braun, Marta Fernandez, Marty Orlick and Seena Samimi were quoted in the article, “Experts Highlight Five Legal Pitfalls Hoteliers Face,” in Hotel News Now, which covered their presentations at Meet the Money® on May 17th, 2019.
Burton Mitchell was quoted in the Los Angeles Times and San Diego Tribune article “Selling mom’s house may require an appraisal first: Inflation and Social Security checks” on May 12th, 2019.
Burton Mitchell was quoted in the Los Angeles Times Money Talk column on the topic, “Heirs need a pro to sort out tax issues.” The column also appeared in the San Diego Union Tribune on February 17th, 2019.
Tim Lappen is quoted in the article, “Living in California and Leaving California Comes at a Price,” published by the Family Office Real Estate (FORE) Magazine in January 2019.
Burton Mitchell was profiled in the Baruch Alumni Magazine on November 29th, 2018.
Tim Lappen was quoted in the article “Managing Online Risks to Family Offices,” published by Opalesque on November 27th, 2018.
Bob Braun was quoted in the article “California Passes Strict Data Protection Law,” published by MeetingsNet.
Bob Braun was quoted in the article “Calif. Privacy Law To Spark GDPR-Like Compliance Efforts,” published by Law360.