Stefanie J. Lipson

Stefanie advises domestic and multinational families, family offices, entrepreneurs, closely held business owners and founders, high-profile entertainment professionals, and real estate families on tax, estate, succession, privacy, and cross-border planning considerations relating to their personal wealth, family, and business matters.

Her practice includes advising senior-generation and next-generation family members on wealth transfer planning in connection with liquidity events, significant acquisitions, and ownership transitions; privacy-sensitive ownership structures; planning for families with significant California real estate portfolios and closely held business interests; the intersection of estate and trust matters with family law; California tax, residency, trust, and property tax issues; and cross-border residency, succession, and transfer tax planning considerations, particularly in matters involving U.S.-UK connected individuals and families.

Stefanie is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a full member (TEP) of the Society of Trust and Estate Practitioners (STEP). She is a frequent author and speaker on domestic and cross-border tax and wealth transfer planning topics and is recognized in Chambers High Net Worth Guide in the area of Private Wealth Law, Legal 500 (US Elite Los Angeles – Tax), the Private Client Global Elite Directory, and The Best Lawyers in America®.