Individual profile for High Net Worth 2021
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High Net Worth
Private Wealth Law - Ohio
This content is provided by Stephen Gariepy
Trusts & Estates
Stephen H. Gariepy is National Chair of Hahn Loeser’s Estate Planning and Business Succession Group.
Steve focuses his practice on leading-edge estate planning techniques. His ability to design creative and comprehensive plans – and make them practical and understandable – has attracted clients nationwide from the ranks of Forbes 400, business owners, families and nonprofit organizations.
Steve regularly counsels owners of privately held companies and guides business owners through options for succession planning, leveraged gifting, tax-free sales, valuation discounting, split-dollar and other insurance plans, incentive compensation, buy-sell agreements, stock transfer restrictions, business reorganizations, buyouts, tender offers, asset protection, dynasty trusts, legacy trusts, family offices, charitable trusts, and foundations. He places an emphasis on minimizing income tax, gift tax, estate tax and generation-skipping tax.
American College of Trust and Estate Counsel, Fellow; Faculty Member
Estate Planning Council of Cleveland, Past President
Cleveland-Marshall Law School/IRS Conference on Federal Wealth Transfer Taxation, Faculty Member
Attorneys for Family Held Enterprises, Member and Faculty Member
Family Firm Institute, Member
Ohio State Bar Association, Sections on Probate and Trust Law and Corporations
The Florida Bar, Sections on Real Property, Probate and Trust Law and Tax Law