Stephen F. Lappert’s practice focuses on Trusts and Estates, including estate planning, gift and estate taxation, and estate administration. Representation of corporate fiduciaries, including trustees of unit investment trusts.
Experience
- Representation of fiduciaries of substantial estates and trusts, estate, gift, generation-skipping and income tax planning for gifts and trust dispositions.
- Representation of one of the major corporate trustees of unit investment trusts in fiduciary and tax matters relating to unit investment trust administration.
Presentations
- 30th and 31st Annual Estate Planning Institutes of the Practicing Law Institute (1999, 2000)