Stephen Bonfa
LLM, Master of Laws in Taxation, Partner IX Legal Estate & Tax Division
- Role
- Partner Chair Estate and Tax Practice at Ix Legal
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Stephen Bonfa
Integrity, creativity, dependability and accountability are my defining…
Experience
Partner Chair Estate and Tax Practice
Jun 2025 — Present
Estate Planning & Asset ProtectionDesign and implement comprehensive estate plans for individuals and families, with a focus on high-net-worth clients. Draft wills, powers of attorney, health care proxies, and create tailored trust structures—including revocable, irrevocable, supplemental needs, IRA, and life insurance trusts—to preserve wealth and ensure client intentions are carried out. Inheritance & Capital Gains Tax StrategiesAdvise clients on advanced estate and inheritance tax mitigation, including capital gains planning. Utilize trusts, gifting strategies, and legacy planning to reduce tax exposure while maximizing intergenerational wealth transfer. Prospective Medicaid PlanningDevelop proactive long-term care strategies involving Medicaid Asset Protection Trusts, life estates, gifting plans, and long-term care insurance. Help clients preserve assets while positioning for Medicaid eligibility when needed. Estate Administration & Surrogate’s CourtHandle uncontested probate and estate administration matters, including drafting and filing Surrogate’s Court pleadings, marshalling assets, and ensuring proper distribution to beneficiaries. Tax Controversy & ResolutionRepresent clients in federal, state, and local tax matters. Resolve audits, appeals, collections, and penalty abatements. Advocate before the IRS, NYS Department of Taxation and Finance, and U.S. Tax Court to obtain favorable outcomes for both individuals and businesses. General Practice & Business RepresentationServe a broad client base in real estate transactions, corporate formation and dissolution, tax-exempt organizations, residential and commercial leases, contract negotiation, private lending documentation, personal injury matters, and general notary services.
Education
Fordham University
Bachelor's degree, History
1990 — 1994
New York Law School
Doctor of Law (JD), Law
1996 — 1999
Xaverian High School
High School Degree, History
1986 — 1990
Baruch College
Various Certificate programs, Emerging Leaders, Introducing and Dealing with Change, & the Supervisory Program
New York Law School
LLM: Masters of Laws, Taxation
2006 — 2008
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