Stefanie J. Lipson is an associate in Greenberg Glusker's Family Wealth Planning Group.  Ms. Lipson's practice focuses on comprehensive estate planning for high net worth individuals, family business succession planning, probate and trust administration and the law of tax-exempt organizations. 

Ms. Lipson works closely with each client to design and implement responsible, tax-efficient wealth transfer solutions structured to meet the client’s individual goals.

• Drafting tailored estate plans to establish a complete and integrated structure for wealth transfer at death without the need for court supervised proceedings
• Preparation of Companion Animal Care Trusts to ensure proper treatment and care of family pets at owner’s death
• Creation and administration of advanced planning techniques for lifetime wealth transfers, including Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts, Sales to Grantor Trusts and Family Limited Partnerships
• Use of tax efficient “Endowment Trusts” to address education and medical needs of multiple generations of beneficiaries
• Evaluation of use of life insurance for estate and business succession planning; creation and administration of Life Insurance Trusts
• Implementation of charitable giving techniques, including the creation of Charitable Lead and Remainder Trusts and the formation and operation of private foundations and non-profit corporations
• Providing counsel at all stages of probate and trust administration, including transitions to successor trustees and total handling of post-death trust administration

• Author, "Entering the 'legal twilight zone': a lesson in trust law," Los Angeles Daily Journal, February 2012
• Author, "Death, Taxes and the Oscars," The Recorder, February 28, 2011
• Co-Author, "Trust Governing Law Clauses: Issues the Estate Planning Lawyer Should Consider In Drafting Governing Law Clauses," 2010 Southern California Tax and Estate Planning Forum
• Speaker, “An Estate Planning Expedition: What To Do Now and What To Know To Be Successful Later,”  April 2009

• Listed, Southern California Rising Stars, 2009,-2012