Stefanie J. Lipson’s practice focuses on providing families with counsel in all aspects of their personal legacy planning, including operation and succession planning for family owned businesses, tax efficient long term wealth transfer solutions, and funding and ongoing administration of family foundations.
Stefanie specializes in providing tax counsel for multi-generational family owned businesses, real estate entrepreneurs and high profile entertainment industry figures. Her close relationships with her clients and her understanding of their businesses and wealth structure allow her to employ a holistic approach to addressing a client’s long term planning needs. Working together with the family’s team of advisors, including family office general counsel, outside business managers, accountants and wealth management advisors, and using her specialized tax background, Stefanie provides counsel to the senior generation by crafting responsible and tax efficient strategies to meet the family’s wealth transfer and charitable goals while addressing family governance and business management concerns that arise in the wealth transition process.
BHBA has been a leader in the legal profession, advocating for justice, and serving the community since 1931, including founding groundbreaking public interest programs and becoming a nationally recognized provider of quality CLE programs and innovative member benefits. Lead. Advocate. Serve.
