Stephanie T. Seiffert
Stephanie Seiffert blends her knowledge of trusts and estates law and experience with implementing investment strategies to develop sophisticated estate plans for individuals and their families as well as to provide fiduciary counsel to financial institutions.
Estate Planning/Estate Administration
Whether developing a succession plan for a business, drafting a trust for the family cottage or creating an income and estate tax efficient estate plan, I work closely with clients to bring their estate planning goals to fruition. Most recently, I have been decanting antiquated trusts to trusts with provisions that are more compatible with modern tax minimization strategies. Also, I have developed a gifting strategy to assist a high-net-worth client with achieving goals of both a charitable nature and also preserving wealth for future generations of his family.
Counsel to Corporate Fiduciaries
Being tasked with fiduciary responsibilities requires a disciplined investment strategy as well as an innate ability to develop and maintain relationships with families through multiple generations. With my past experience of being employed by a large financial institution, I have a keen understanding of challenges faced by corporate fiduciaries as well as the interworkings of their trust departments. This experience has been vital to my success in negotiations with corporate fiduciaries and beneficiaries of trusts with the goal of coming to a global resolution.
University of Miami School of Law, J.D.
Stephanie is admitted to practice in New York.
Stephanie is an executive board member, treasurer and chair of the Investment Committee of the YWCA of Rochester, a member of the Women’s Council Board (an affiliate of the Rochester Chamber of Commerce), the 2016 co-chair of the Young Women of Distinction Scholarship Award, a board member of Heritage Christian Services Foundation, a member of the Nominations Committee for Asbury First United Methodist Church, the Executive Committee of the Estate Planning Council of Rochester, the Monroe County Bar Association (Trusts and Estates Committee), and the New York State Bar Association.