Stephanie practices primarily in the areas of estate planning, taxation, and probate. She works with clients to prepare comprehensive estate plans, including drafting wills, trusts (revocable and irrevocable), powers of attorney, health care directives, premarital agreements and related documents.
Most of Stephanie's clients are individuals or families, which means she gets the opportunity to work closely with them and develop a strong bond. She enjoys the process of coming up with solutions for their family or business concerns.
She also assists clients with complex estate and gift tax planning goals through the formation of LLCs, qualified residence trusts, irrevocable life insurance trusts and similar entities. Stephanie also advises clients regarding charitable gift planning, retirement benefit planning, and federal gift and estate taxation.
Stephanie also has experience advising personal representatives and trustees regarding the administration and distribution of probate estates and trusts.
Trusts & Estates
Business and Finance
Private Client & Wealth Preservation
End-of-Year Business Advice for Northern Nevada Business
Recent Tax Developments - 2018 January