Gregg D. Stephenson

Mr. Stephenson’s practice focuses on estate planning for executives, professionals, high-net-worth individuals, and families with an emphasis on structuring estate plans and transactions to achieve clients’ goals in a tax-efficient manner. He regularly works on resolving estate tax, gift tax, generation-skipping transfer tax, and income tax issues. Mr. Stephenson’s tax practice also encompasses tax planning for business transactions. He also provides probate and trust administration services.

In assisting his clients, Mr. Stephenson regularly prepares new trusts and wills and updates existing estate planning documents with the goal of providing flexibility in order to take advantage of the changing estate tax environment. Mr. Stephenson also has experience preparing irrevocable life insurance trusts and charitable trusts to assist the client in providing for family members while also achieving the client’s charitable giving goals. In addition to document preparation, Mr. Stephenson also represents clients in probate proceedings and assists clients in the administration of trusts.