Stefania focuses her practice on tax and estate planning, wealth preservation, business succession planning and trust and estate administration. She is a dual-credentialed law graduate, with law degrees from Italy and the U.S.
Stefania assists clients in creating and implementing customized tax and estate plans tailored to each client’s family, financial and business goals. She works with clients to design and execute various succession planning documents, including wills, revocable and irrevocable trusts, health care proxies and powers of attorney, as well as beneficiary designations and other documents to transfer and protect assets.
Stefania focuses her practice on tax and estate planning, wealth preservation, business succession planning and trust and estate administration. She is a dual-credentialed law graduate, with law degrees from Italy and the U.S.
Stefania assists clients in creating and implementing customized tax and estate plans tailored to each client’s family, financial and business goals. She works with clients to design and execute various succession planning documents, including wills, revocable and irrevocable trusts, health care proxies and powers of attorney, as well as beneficiary designations and other documents to transfer and protect assets.
By working closely with the client’s accountants and advisors, Stefania also provides counsel on business succession, insurance and Medicaid planning. Prior to joining Bond, Stefania was an attorney at Lazer, Aptheker, Rosella & Yedid.
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