Stephanie Heilborn JD
Partner, Proskauer Rose LLP
Stephanie Heilborn counsels some of the world’s wealthiest families and largest financial institutions in the implementation of complex tax-planning strategies, international estate planning and trust administration as well as fiduciary litigation. She assists in the formation and provision of corporate tax advice to private foundations and other tax-exempt organizations. She also has experience in forming and advising domestic and international family offices regarding estate and tax planning. Stephanie obtained her undergraduate degree in psychology from Harvard University in 1995, a Master of Science degree in Management from the London School of Economics in 1996 and her JD from Georgetown University Law Center in 2000.
Appearances
IdentificationTAX1728DateJune 14, 2017An overview of the tax rules applicable to split-interest trusts, including reporting requirements, and a discussion of the uses and potential pitfalls of such trusts…Speaker
Partner, Proskauer Rose LLP$49Standard Price
IdentificationTAX1739DateJune 15, 2017This session will cover the tax and reporting requirements that must be handled after a decedent's death and provide an outline of the order in which they should be accomplished…Speaker
Partner, Proskauer Rose LLP$49Standard Price
Identification2DateOctober 22, 2012A distinguished panel of estate planning experts will share what they are telling their clients in these uncertain times…Speakers
Dan Daniels, JDPartner, Wiggin and Dana LLPPartner, Proskauer Rose LLPMartin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JDAttorney, CPA, Shenkman LawPartner, Rowlands, LeBrou & Griesmer, PLLCSteven Siegel, J.D., LL.M. (Taxation)President, The Siegel Group
IdentificationTAX1829DateJune 14, 2018This session will discuss important tax-saving techniques and timelines to be aware of during an estate administration…Speaker
Partner, Proskauer Rose LLP
IdentificationTAX1836DateJune 14, 2018This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals…Speakers
Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)Shareholder and Director, Meara Welch Browne, P.C.Owner, Karen Brosi, EA, CFP, a LLCPartner, Proskauer Rose LLPEddie Adkins, CPARetired Partner, Grant Thornton LLPJohn J. Connors, LL.M. (Taxation)President, Tax Educators' Network, Inc.
