About Stephanie Ross
Stephanie Ross assists high-net-worth individuals and families in the design of custom estate plans. Clients rely on Stephanie for her advanced knowledge of various strategies to create tax-efficient transfers of wealth across generations. As someone who values the importance of engaging and educating younger generations, Stephanie strives to promote financial literacy as she helps clients navigate family wealth as it passes from one generation to the next.
Tax-efficient estate planning tailored to every client's personal goals
Stephanie has advanced knowledge in numerous areas of tax law, including fiduciary income tax and the transfer taxes. With a background as a wealth advisor for a leading financial services company, she has the depth of experience to provide clients with sophisticated wealth transfer planning to achieve their goals. Stephanie has handled all aspects of trust and estate administration, ranging from covering the entire probate court process to the preparation and filing of estate and gift tax returns.
Practice Focus
- Custom estate plans
- Fiduciary income tax and transfer taxes
- Wealth transfer planning
- Trust and estate administration
Publications
-
November 20, 2023
-
March 2022The Rule Against Perpetuities Is a Perpetual Pain | Estate Planning Journal
-
2022
-
September 2021Common Pitfalls When Using the Term "Per Stirpes" | Estate Planning Journal
Presentations and Events
-
June 14, 2024Presenter | Tax Reduction with TrustsCo-Presenter | Generation Skipping and Dynasty Trusts
-
June 15, 2023Co-Presenter | Am I Doing this Correctly? A Discussion of the Decanting, Directed Trust and Trust Protector Provisions of the Illinois Trust Code
-
December 1, 2022Illinois Institute for Continuing Legal Education Live WebcastSpeaker | Form 709: Federal Gift Tax Return
-
October 13–14, 202244th Annual Duke University Estate Planning ConferencePanelist | Sincerity in Error – Common Errors and the Ethics of Correction
