Stephanie A. Bruno

/My focus

I help families develop sophisticated estate plans tailored to meet their specific planning goals. In doing so, I counsel clients on the various techniques used for shifting wealth to the next generation while minimizing transfer tax consequences. As part of this process, I work with clients to understand their personal and financial objectives and draft the necessary documents, such as wills, revocable trusts, irrevocable life insurance trusts and gifting trusts, to address each family’s unique needs.

I also assist fiduciaries with estate and trust administration, including guiding clients through the probate process.

/Looking ahead

Revisions to the tax code can call established estate planning techniques into question. For that reason, I have my eye on proposed legislative changes that could significantly affect the estate, gift and generation-skipping tax exemptions, and, consequently, the wealth transfer strategies I recommend.

/Insights

• Speaker, “Planning for US Beneficiaries: When Can a Foreign Trust Be a Good Thing?” Step, City of London, February 10, 2020