Stephanie Ross is an Associate in the Trusts & Estates Group. She focuses on helping individuals, families, and closely held businesses protect their wealth and efficiently transfer their estates. Additionally, Stephanie has advanced knowledge in numerous areas of tax law, including fiduciary income tax and the transfer taxes. This tax background allows Stephanie to provide her clients with sophisticated wealth transfer planning.
Prior to joining Levenfeld Pearlstein, Stephanie served in various roles with the Northern Trust Company, including most recently as Vice President, Associate Wealth Advisor. In this role, she worked with ultra-high net worth individuals and families to create clarity around and advise on different strategies to create tax efficient transfers of wealth across generations. She also worked with the younger generations of these families to teach and promote the importance of financial education.
Outside of the office, Stephanie enjoys any opportunity to escape to her Peloton, to continue her quest in learning the piano, to run along the shores of Lake Michigan, or to go golfing with family and friends. She also takes delight in attending shows at the theatre, the ballet, and the symphony.