Stephanie Chapman Associate |  | |
Biography
Stephanie Chapman’s practice is focused in the areas of taxation of business transactions and wealth transfer planning. Her practice frequently includes advising clients regarding partnership tax matters, effecting complex business structures and stock and asset acquisitions, and planning for business succession.
Stephanie has been involved in several complex mergers and acquisitions. She frequently structures existing asset holdings and acquisitions to maximize tax efficiency and has extensive experience planning with limited partnerships and limited liability companies.
Stephanie utilizes a number of sophisticated wealth transfer tax planning techniques in her practice, including sales to intentionally defective grantor trusts, private annuity transactions and valuation discount planning. In connection with various planning, she works cooperatively with clients’ other advisors, such as private bankers, trust officers, financial planners, investment advisors, family office managers, accountants, insurance agents, business appraisers and other lawyers to ensure the structure is properly implemented and administered.
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Representative Experience
- Structuring asset ownership to accomplish state and federal tax objectives, valuation discount planning, asset protection and asset management goals.
- Negotiating and organizing business structures, including venture capital investments and real estate transactions.
- Representing business and individuals in asset sales and purchases, stock sales and purchases, and reorganization transactions.
- Resolving shareholder disputes and other corporate governance issues.
- Reforming trusts to resolve ambiguous and inconsistent provisions and to allow for more flexibility while retaining generation skipping tax exemptions.
- Implementing various planning techniques to minimize wealth transfer taxes.
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