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.
Stefanie’s unique approach engages multiple generations of the family from the early stages of the planning process by assisting in educating the younger generations on the privileges and responsibilities of wealth transfer, while working with this generation to understand the importance of adopting long term planning strategies early for the next generation.
Whether planning for a significant liquidity event or assisting in the transition of family business equity and management interests, Stefanie works with each generation of the family to address the “What’s Next” question.
Recognizing the difficulties and emotional hardship the death of a loved one can cause, Stefanie’s assistance to families through the post-death administration process provides families with continuity of counsel during a sensitive time, helping surviving spouses, children, siblings and grandchildren navigate the complications of wealth transition and asset division while carrying out their loved ones’ wishes.
Stefanie has been recognized by Southern California’s Super Lawyers as a Rising Star each year since 2009.