With experience advising on complex tax issues, investment structures, acquisitions, and sales of special assets, trust and probate administration, and charitable giving, Stephanie serves as a fiduciary consultant on litigation matters for corporate fiduciaries and interfamily disputes. She also represents taxpayers on contested tax matters, including federal and state audits and administrative appeals.

Stephanie’s clients include high-net-worth individuals, family offices, and corporate fiduciaries, serving as long-term counsel and advising them as their wealth grows and estate planning needs evolve. Having worked with many of her clients for years, Stephanie utilizes her in-depth understanding of their objectives to tackle a wide array of issues.

To achieve the best results, Stephanie collaborates with her clients and listens to their goals so she can design effective solutions. Stephanie is the ultimate problem solver for legal challenges facing her clients and is committed to creating the right structure to improve and simplify their lives. She has been a frequent lecturer at professional organizations and training institutes.