Fargo-Moorhead Area Foundation

Audit Privileges, Fiduciary for Closely Held Business, Private Letter Rulings

Date: Wednesday, April 21, 2021
Time: 1:00pm - 4:00pm
Location: Holiday Inn / Virtual
Speaker: Stephanie Loomis-Price

Stephanie Loomis-Price handles federal gift and estate tax litigation against the Internal Revenue Service across the nation, as well as state fiduciary and probate controversy work. She has assisted clients in numerous cases in the United States Tax Court, the United States Court of Federal Claims, and the United States Court of Appeals for the Fifth, Eighth, and Eleventh Circuits, as well as County Probate Courts in Texas. She also counsels clients regarding complex estate administration and minimizing litigation and audit risks. Stephanie currently serves as TE Division Vice Chair for the Real Property, Trust & Estate Law Section of the American Bar Association.

Board Certified in Estate Planning and Probate Law, Stephanie is a Fellow of and Regent for the American College of Trust and Estate Counsel. She is an advisory board member at Heckerling Institute and serves on numerous other boards. She has authored a BNA portfolio and is in the process of finalizing another.

Prior to entering private practice, Stephanie served as a law clerk to the Honorable Lawrence S. Margolis of the United States Court of Federal Claims in Washington, D.C‚Äč

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