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

Publication

Downtown Oakland Slated for Increased Development

The City of Oakland spent the last four years developing the Downtown Oakland Specific Plan to address growth and revitalization of the downtown area over the next 20 years and to ensure that development...

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News

Farella Braun + Martel Ranked Among “Best Law Firms” by U.S. News & World Report and Best Lawyers

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Publication

Newly Adopted California Housing Laws - Senate Bill 330 Housing Crisis Act

Ahead of the January 1, 2020 effective date for several housing-related bills recently signed into law by the Governor, we will explain upcoming changes in housing law through a series of updates. Our first...

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News

Farella Assists Patagonia With Challenge to Federal Agencies’ Weakening of ESA Protections

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Publication

Practices to Protect Trade Secrets in Failed Acquisitions and Customer Relationships

Published on  ACCDocket.com . By Walt Norfleet, Smiths Group plc and Eugene Y. Mar, Farella Braun + Martel LLP In part one of this three-part series on best practices for protecting trade secrets and guarding...

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Publication

California’s New Ban on Mandatory Employment Arbitration: How We Got Here and What This Means

All employers should be aware that their use of mandatory employment arbitration agreements is prohibited in California effective January 1, 2020 under recently signed Assembly Bill No. 51 (AB 51). Under current California law...

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News

Chris Locke Joins Marin County Bar Association Board of Directors

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Event

WSJ Pro Cybersecurity Symposium

Tyler Gerking will be speaking at the WSJ Pro Cybersecurity Symposium session, "The Role of Cyber-Insurance." Details: How much should you buy, what does it cover and how does it fit with an overall...

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Event

Litigating Civil and Criminal Trade Secret Cases: Trends, Best Practices, and Lessons Learned

Trade secret litigation is on the rise, both civil litigation and follow-on criminal prosecution for trade secret theft. Companies are grappling with how to protect their valuable information and minimize risk in their technological...

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Event

PFAS Litigation Conference

Sarah Bell will be speaking at Law Seminars International's PFAS Litigation Conference program, "Lines of Defense" on December 10. Details: Assessing and choosing among the legal options for defending toxic tort, mass tort, and...

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