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Mr. Stephenson's practice focuses on estate planning for executives, professionals and high-net worth individuals and families with an emphasis on structuring estate plans and transactions to achieve clients' goals in a tax efficient manner. He works regularly on resolving estate tax, gift tax, generation-skipping transfer tax and income tax issues. Mr. Stephenson's tax practice also encompasses tax planning for business transactions. He also provides probate and trust administration services.
In assisting his clients, Mr. Stephenson regularly prepares new trusts and wills and updates existing estate planning documents with a goal of providing flexibility in order to take advantage of the changing estate tax environment. Mr. Stephenson also has experience preparing irrevocable life insurance trusts and charitable trusts to assist the client in providing for family members while also achieving the client's charitable giving goals. In addition to document preparation, Mr. Stephenson also represents clients in probate proceedings and assists clients in the administration of trusts.
EDUCATION
University of Notre Dame, J.D., 2000
magna cum laude
Editor, NOTRE DAME LAW REVIEW
Weber State University, B.A., Psychology, 1997
PRACTICE AREAS
Business Formation, Planning and Transactions
Charitable and Exempt Organizations
Estate and Trust Planning and Administration
PRIOR PROFESSIONAL EXPERIENCE
Van Cott, Bagley, Cornwall & McCarthy, P.C., 2004
Quarles & Brady, LLP, 2000-2004
ADMITTED TO PRACTICE
Utah State Bar, 2004
Wisconsin State Bar, 2000 | 