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Overview

Stephanie is skilled in representing high net worth clients and multi-generational families on trust, estate, and business succession planning matters. She uses her extensive experience to develop a strategic approach to finding the best solutions for each individual client’s needs. She assists clients with the administration of Ohio and Florida trusts and probate estates, and she participates in appeals before the Internal Revenue Service and U.S. Tax Court in complex estate and gift tax matters. In addition, Stephanie counsels businesses regarding organizational matters, such as formation, corporate governance, and the creation and maintenance of corporate records.

Stephanie earned her J.D., cum laude, from Cleveland State University, Cleveland-Marshall College of Law and her B.A. in History from The Ohio State University.

She joined Calfee in 2022.

Honors & Recognitions

Ohio Super Lawyers, Ohio Rising Stars (2017-2018)

Education

J.D., cum laude, Cleveland State University, Cleveland-Marshall College of Law, 2003

B.A., History, The Ohio State University, 2000

Professional & Community

Professional & Community

Ohio State Bar Association, Estate Planning and Probate Law Section, Member

Florida Bar Association, Real Property, Probate, and Trust Law Sections, Member

Cleveland Metropolitan Bar Association, Member

Estate Planning Council of Cleveland, Member

News & Events

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Licensed In

  • Ohio
  • Florida

Court Admissions

  • U.S. District Court for the Northern District of Ohio
  • U.S. Tax Court
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