Related Practices

Stephanie Hood

Senior Associate
  • 415.954.4459
  • |

Stephanie Hood works with individuals and families to implement tax-efficient estate plans that stay true to the individual needs of each of her clients. 

Ms. Hood advises clients on a variety of domestic and international trust, estate and tax matters. She assists individuals and families with the design, preparation and implementation of their estate plan. She is experienced in tax planning techniques and valuation discount strategies that minimize income, gift and estate tax consequences of multigenerational wealth transfers.  Specifically, she structures and enacts valuation discount strategies that accomplish the client’s wealth transfer and philanthropic objectives while maximizing tax opportunities.

In addition to lifetime planning, Ms. Hood represents families and fiduciaries through the postmortem planning and administration process. From probates to trust administrations, Ms. Hood approaches complex postmortem challenges with creativity. Recognizing that each client and family situation is unique, Ms. Hood provides solutions for difficult funding, distribution and transfer issues.  Ms. Hood regularly steers clients through the nuances of the local property tax laws in a way that minimizes property tax reassessment. 

Ms. Hood prepares and reviews gift, estate and trust tax returns. Additionally, Ms. Hood leverages her income tax and accounting background to counsel and defend her clients against audits brought by the Internal Revenue Service and other taxing authorities. She has successfully negotiated settlements with the IRS and the Tax Appeals Officers.

Ms. Hood is also a licensed Certified Public Accountant.

Affiliations

  • Publications Chair, Estate and Gift Tax Committee, Taxation Section of the State Bar of California