Stephanie Loomis-Price

Stephanie Loomis-Price has successfully assisted clients in hundreds of federal tax cases in the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Courts of Appeals for the Fifth, Eighth, and Eleventh Circuits. In addition, she regularly appears in probate courts in Texas.

In her work as global chair of the firm's Private Client Services Practice Group and of the firm’s U.S. Tax Controversy & Fiduciary Litigation practice, Stephanie advises clients regarding estate administration and helps them minimize litigation and audit risks. She counsels executors, trustees, and beneficiaries regarding funding, administration, taxation, distribution, termination, and wind-up of estates and trusts. Stephanie prepares, reviews, and files federal transfer tax returns and assists trustees and beneficiaries with judicial and nonjudicial modifications to irrevocable trusts. She also obtains private letter rulings from the IRS on estate, gift, and generation-skipping transfer tax matters. Finally, when tax disputes remain unresolved, Stephanie and her team represent fiduciaries and beneficiaries and defend taxpayers in trial.

Experienced in helping business owners, Stephanie advises on tax-efficient succession planning with a focus on minimizing risk and disputes. She also helps families in designing, funding, and maintaining closely-held businesses.

A fellow of both the American College of Trust and Estate Counsel and the American College of Tax Counsel, Stephanie speaks nationwide on topics related to gift and estate tax matters.