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, Stephanie 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.

Stephanie 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

Publication

Cyber Insurance for the Cannabis Industry

Farella's Shanti Eagle (moderator), Nate Garhart and Tyler Gerking, along with guest speakers Javier Gonzalez and Michael Peters from PL Risk Advisors, discuss "Cyber Insurance for the Cannabis Industry." Cannabis businesses have cyber security...

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News

Farella Braun + Martel Attorneys Named to 2021 Northern California Super Lawyers and Rising Stars

Thirty-seven Farella Braun + Martel lawyers were named to the Super Lawyers and Rising Stars lists of top attorneys in Northern California for 2021. 2021 Farella Northern California Super Lawyers: George Argyris – Estate...

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Publication

Eviction Moratoriums and Commercial Leasing: Current Issues

Farella's Tony Schoenberg and Jonah Trotz with guest speakers Marsha Ramsey and Margaret Duskin of Cushman & Wakefield discuss "Eviction Moratoriums and Commercial Leasing: Current Issues." The pandemic has had wide ranging impacts on...

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Publication

In Verizon Decision Careful Review of Insurance Policies Expands Coverage

In Verizon Communications Inc. v. National Union Fire Insurance Co. of Pittsburgh, Pa ., the Delaware Superior Court ruled that Verizon was entitled to a defense under its D&O policy for fraudulent transfer claims. Although...

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News

What’s Ahead for California Wine Industry With Laws and Regulations - Q&A

More than wine, area lawyers specializing in the wine business have been forced in the past year to take on a number of critical issues. That includes regulations that were put in place to help...

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Publication

Fire Season Preparedness: What Wineries Should Do Now - Video

Farella's Quinn Arntsen and MaryJo Lopez with guest speaker Christopher Thompson of Napa Communities Firewise Foundation discuss "Fire Season Preparedness: What Wineries Should Do Now." California is at the start of another dry year...

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News

NCRC Applauds Administration’s Announced Move To Rescind Disastrous Trump-Era CRA Rule Changes

The Office of the Comptroller of the Currency (OCC) announced it will propose to rescind its controversial Trump-era rules weakening the Community Reinvestment Act (CRA) and work with other banking regulators to adopt a clear, strong...

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News

Four Farella Intellectual Property Partners Named 2021 IP Stars; Firm Recommended for Patent Litigation

Farella Braun + Martel’s James L. Day , Jeffrey M. Fisher , Eugene Mar , and Stephanie P. Skaff  have been named IP Stars by Managing Intellectual Property in its 2021 guide to the...

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Publication

The FASTER Act: What Companies Need To Know About the New Food Allergy Law

While the Food Allergy Safety, Treatment, Education, and Research Act (FASTER Act) only makes a minor change to add sesame as a major food allergen, it signals the government’s intent to closely examine food...

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Event

Natural Resource Damages Conference

Sarah Bell is a program co-chair of Law Seminars International's 14th Annual Advanced Conference on Litigating Natural Resource Damages Santa Fe.   Sarah and James Colopy are speakers at the August 12 session "Sources of...

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