Stephen Liss
- Role
- Partner at Dungey Dougherty Pllc
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Stephen Liss
My practice focuses on the needs of wealthy individuals and families, their businesses…
Experience
Partner
May 2023 — Present
My practice focuses on the needs of wealthy individuals and families, their businesses, and charities. My experience includes domestic and international trust and estate planning, tax minimization, advanced life insurance strategies, and planned charitable giving. I have helped clients with pre-sale and pre-IPO planning, planning with concentrated stock positions, trust decanting and trust modifications, minimizing state income taxation of trusts, dynasty trusts, generation skipping transfer (GST) tax, split-dollar life insurance, planning with art, private foundations, charitable lead trusts, and charitable remainder trusts. I have advised families on the formation and operation of foreign trusts, pre-migration planning, foreign investment in U.S. real property, voluntary disclosures, and expatriation.
Education
Georgetown University Law Center
JD, Law
1997 — 2000
New York University School of Law
LLM, Tax
2000 — 2001
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