Stefanie Lipson

-Private Client Services

-Family Office Advisory

-High Net Worth Families

- Charities & Nonprofit Organizations

- Opportunity Zones

- Tax

- Trusts & Estates Administration

- Trusts & Estates Planning

- International Private Wealth Law

Stefanie J. Lipson is Co-Chair of the Private Client Services group at Greenberg Glusker and leads its Family Office Advisory practice.

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®.