Stefanie Lipson

Partner at Greenberg Glusker

Speaker

Stefanie J. Lipson is a partner in the Private Client Services group at Greenberg Glusker LLP, in Los Angeles, California, where she leads the Family Office Advisory practice. Stefanie provides comprehensive tax counsel to domestic and international families and family offices, real estate and tech entrepreneurs, high-profile entertainment industry figures, private investors, and closely held business owners in all aspects of their family’s personal wealth and succession planning. Stefanie advises her clients in proactive wealth transfer, income, and property tax planning strategies, pre- liquidity transaction planning, and pre- and post-death administration, with focused expertise in generation-skipping transfer tax, planning with S corporations, California real property tax, privacy structures, and cross-border trust planning and residency issues. She is a frequent author and speaker on domestic and cross-border wealth transfer planning topics and has been recognized in Chambers’ High Net Worth Guide in the area of Private Wealth Law and in The Best Lawyers in America.