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Overview
Steven advises clients on customized strategies for estate planning, business succession, and legacy preservation.
Drawing on a deep understanding of trust law, wealth transfer strategies, and business succession planning, Steven develops tax-efficient estate plans that reflect each client’s values and long-term goals. He advises individuals, families, and business owners on a broad range of estate and trust matters, including complex tax planning, charitable giving, and fiduciary administration. Steven works closely with clients and their advisors to design practical, coordinated solutions that preserve wealth and provide for future generations. Known for his clear and collaborative approach, he makes sophisticated planning strategies accessible and actionable. His practice is focused on protecting clients’ legacies with precision, foresight, and care.
Experience
Representative Experience
- Draft tailored estate plan for client designed to minimize transfer taxes upon death.
- Counsel business owner on the structure of qualified small business to ensure exclusion of significant capital gains upon his sale of stock.
- Develop internal compliance procedures for corporate fiduciary in relation to trust administration and anti-money laundering regulations.
- Advise client regarding the toggling on and off of grantor trust status of trusts.
- Represent corporate fiduciary in resolution of controversy concerning generation-skipping transfer tax inclusion ratio of trusts.
- Advise business owner on the structure of closely held businesses to ensure eligibility for deferral of federal estate tax payment upon her death.
- Collaborate with family office to implement sophisticated estate planning strategies, such as grantor retained annuity trusts, irrevocable life insurance trusts, and charitable remainder unitrusts.
- Counsel real estate developer on the completion of a like-kind exchange in relation to a real estate transaction.
- Represent fiduciary in termination of charitable trust.
*Certain experiences occurred prior to joining Dorsey
Industries & Practices
Corporate Governance & Compliance
Explore This Practice View client achievements related to this practice View resources related to this practiceDorsey & Whitney Trust Company
Explore This Practice View client achievements related to this practice View resources related to this practiceNonprofit & Tax Exempt Organizations
Explore This Practice View client achievements related to this practice View resources related to this practiceTrusts & Estates Litigation
Explore This Practice View client achievements related to this practice View resources related to this practice- Closely Held Businesses
- Corporate Governance & Compliance
- Corporate Trust Services
- Dorsey & Whitney Trust Company
- Nonprofit & Tax Exempt Organizations
- Tax
- Trusts & Estates
- Trusts & Estates Litigation