Withers Worldwide

• Education: Vassar College, B.A. • Georgetown University Law Center, cum laude, Recipient, Nelson T. Hartson Award for Excellence in Tax Law, J.D. • New York University School of Law, Taxation, LL.M.
• Admitted: State of CT, 2001 • State of NY, 2001 • Registered Foreign Lawyer in the United Kingdom, 2008
• Year joined: 2001

Overview

Stephen’s practice focuses on domestic and international estate planning. Family Limited Partnerships, planned charitable giving and advising private foundations are areas of particular emphasis. In addition to working with successful professionals and entrepreneurs, Stephen has extensive experience advising hedge fund and private equity principals.

Stephen is admitted to practice in the United States Tax Court.

Publications and speaking engagements

• Presentation on "Governance and Legal Framework for Private Social Investment" at the IDIS/CAF Foundation School, Sao Paulo, Brazil, October 2008. 
• Presentation on "US Tax Planning Strategies for the International Family," August 2008. 
• Author of "Striving for Certainty: How to use valuation clauses when transferring hard-to-value assets," Private Wealth, August 2008. 
• Presentation on "The Tools and Techniques for Effective Business Succession Planning," February 2008. 
• Author of "Crossing the Generational Divide," Private Wealth, November 2007. 
• Co-Author of "Charitable Lead Annuity Trusts-A Primer," Karen E. Yates and Stephen Liss, Taxation of Exempts, Volume 19/Issue 1, July/August 2007. 
• Presentation on "Estate Planning for Blended and Extened Families," at the 4th Annual Conference of the Association of Divorce Financial Planners, September 2006. 
• Co-Author of "Connecticut Estate and Gift Tax," Withers Bergman LLP briefing note, July 2005.
• Co-Author of "Defining Trust Income," Trusts and Estates Magazine, May 2005.
• Presentation on "Installment Sales to Defective Trusts, Dispelling the Myths, Spelling Out the Opportunities," presented by Withers Bergman LLP, Connecticut, November and January 2004.
• Co-Author of "Art and Cultural Assets Newsletter," Withers LLP Newsletter, September 2003.
• Presentation on "How to Protect Assets During Life and Avoid Estate Tax at Death in Connecticut Use of Family Limited Partnerships in Estate Planning," sponsored by NBI, Inc., Connecticut, September 2003.
• Co-Author of "Family Limited Partnerships," Withers Bergman LLP Briefing Note, August 2003.

Memberships

• Connecticut Bar Association
• American Bar Association
• Saint Raphael Foundation Planned Giving Committee

On a personal note

Stephen is an avid wine collector and conducts wine tastings in his free time.