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.

Stephanie frequently writes and speaks on estate planning topics. In August 2022, she helped draft an amicus brief on behalf of The American College of Trust & Estate Counsel in Alexandru Bittner v. United States, US Supreme Court, No. 21-1195.

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Practice Focus

  • Custom estate plans
  • Fiduciary income tax and transfer taxes
  • Wealth transfer planning
  • Trust and estate administration

Publications

Presentations and Events

  • December 1, 2022
    Illinois Institute for Continuing Legal Education Live Webcast
    Speaker | Form 709: Federal Gift Tax Return
  • October 13–14, 2022
    44th Annual Duke University Estate Planning Conference
    Panelist | Sincerity in Error – Common Errors and the Ethics of Correction