Biography

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. 

She advises clients on a variety of domestic and international trust, estate and tax matters. Stephanie 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, Stephanie approaches complex postmortem challenges with creativity. Recognizing that each client and family situation is unique, she provides solutions for difficult funding, distribution, and transfer issues. Stephanie regularly steers clients through the nuances of the local property tax laws in a way that minimizes property tax reassessment. 

Stephanie prepares and reviews gift, estate, and trust tax returns. Additionally, she 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.

Memberships and Affiliations

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

Firm Highlights

Event

Advancing the Careers of Women in the Environmental Practice: Obstacles & Opportunities

Sandra Edwards, Speaker, Advancing the Careers of Women in the Environmental Practice: Obstacles & Opportunities Join ELI-WELL for an inclusive conversation with women leaders in the environmental practice, exploring the unique challenges and opportunities women...

Read More
Publication

Ninth Circuit Asks the California Supreme Court to Interpret the Scope of Personal Injury Coverage

On January 15, 2019, the Ninth Circuit certified the following question to the California Supreme Court: Does a commercial liability policy that covers “personal injury,” defined as “injury… arising out of… [o]ral or written...

Read More
Event

Identifying and Preparing Expert Witnesses for Trial

How do you identify the key experts you need for trial? Once you have them, what are the best practices for preparing them for trial? How do these practices vary depending on your venue, and...

Read More
News

Prior Litigation Can Impact Coverage in Future Disputes

GlobeSt.com March 6, 2019 "Prior Litigation Can Impact Coverage in Future Disputes" Insurance Recovery Senior Associate Shanti Eagle discusses how positions taken by insureds in prior litigation can impact or foreclose coverage in subsequent disputes...

Read More
Event

CWA Regulation of Discharges to Groundwater: Permitting Uncertainty in Light of Circuit Court Split

Sarah Bell will speak on the Strafford live webinar, "CWA Regulation of Discharges to Groundwater: Permitting Uncertainty in Light of Circuit Court Split." This CLE webinar will discuss the "indirect discharge" theory of Clean...

Read More
Publication

CBD in Foods and Beverages? Not Quite Yet

Read More
Publication

Emerging Contaminants: Coming to an NRD Site Near You!

What Are Emerging Contaminants? Emerging contaminants are chemicals in the environment for which the health risks—both human and ecological—remain unknown. They are also sometimes called contaminants of emerging concern, since the chemicals, or products...

Read More
News

Farella Braun + Martel Wins Benchmark Litigation 2019 San Francisco Firm of the Year Award

SAN FRANCISCO, March 15, 2019: Farella Braun + Martel announces it has been named “San Francisco Firm of the Year” by Benchmark Litigation . Farella Partner Douglas Young accepted the award on behalf of...

Read More
Publication

The Uncertain Future of California’s Vehicle Emission Standards

Read More
News

Erica Villanueva Named to 2019 Leadership Council on Legal Diversity Fellows Program

SAN FRANCISCO, February 25, 2019: Farella Braun + Martel is proud to announce that partner Erica Villanueva has been named a member of the 2019 class of Leadership Council on Legal Diversity (LCLD) Fellows....

Read More