Stephen J. Saft

Of Counsel | Greenwich, New Haven

Stephen is of counsel in our private client and tax team.

He focuses his practice in areas of taxation, trust and estate planning, providing counsel to individuals and closely held corporations.

Stephen is an Attorney and Certified Public Accountant in New York and Connecticut.

Secretary Shauna Spinelli

Focus areas

Track record

Admissions

Publications

Memberships

In recent years, I have advised clients on closely held business interest valuation, planning, succession and negotiating sales of businesses.

I have enjoyed working with families faced with estate administration and asset disposition issues and ‘keeping the peace’ among family members with disparate interests and personalities.

State of New York, 1970

State of Connecticut, 1981

Interview, AIPAC (American Isreal Public Affairs Committee) Newsletter on estate planning issues and making charitable gifts, Winter 2010

New York State Society of Certified Public Accountants

Connecticut Society of Certified Public Accountants

American Institute of Certified Public Accountants

New York State Bar Association

Connecticut Bar Association

American Bar Association

Me in a minute

I enjoy helping people help themselves

I have advised clients for over 40 years as a Counselor and Trusted Advisor, primarily in the areas of taxation and business and estate planning. At this time I am advising client families whom I have represented over many years and working with second and third generation issues relating to tax advantaged structures, long term multi-generational planning and general family counseling.

I actively serve on several not for profit boards and enjoy ‘giving back’ to people in the community who are in need. These organizations are principally involved in mentoring youth, medical research and education as well as grant-making. I enjoy helping people help themselves.

Education


Languages


  • English

Dates


Joined

2006

Recognition


Greenwich

1700 East Putnam Avenue,

Suite 400,

CT 06870-1366

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New Haven

157 Church Street,

CT 06510-2100

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