Principal-in-Charge - Estates, Gifts, and Trusts, 乐鱼(Leyu)体育官网 US
Tracy Thomas Stone
Principal-in-Charge - Estates, Gifts, and Trusts
Tracy Thomas Stone聽is the Principal-in-Charge of 乐鱼(Leyu)体育官网 LLP鈥檚 Washington National Tax 鈥� Estates, Gifts, and Trusts Practice. Ms. Stone has over 30 years of experience advising clients on planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer and trust tax, and family business succession. She assists clients with estate planning and prepares technical analyses, private letter ruling requests, and tax opinions. Ms. Stone is responsible for supporting the firm鈥檚 Private Enterprise and Family Office Practice, working with owners of privately held businesses and family offices on their estate and trust planning matters.
Before joining 乐鱼(Leyu)体育官网, Ms. Stone was an associate at a Washington, DC based law firm, where she focused on transfer tax planning, estate and trust administration, and retirement planning as a member of the Tax and Estates Department. She also previously worked as an estate planning and tax associate at a New York City based law firm. Finally, Ms. Stone served as an adjunct instructor at Georgetown University, where she taught Wills and Trusts to college graduates enrolled in Georgetown鈥檚 ABA-approved Legal Assistant Program.
Ms. Stone is a regular instructor of 乐鱼(Leyu)体育官网 continuing professional education courses and has authored articles in internal publications on a number of topics in the estates, gifts, and trusts area. She also speaks at external tax professional conferences and meetings of closely held business organizations.