Stephanie S. Downer
Practice Expertise
- Tax, Benefits and Estate Planning
Areas of Practice
- Tax, Benefits and Estate Planning
Profile
Stephanie S. Downer is a member of the Tax, Benefits, & Estate Planning practice group in Buchalter's San Diego office and serves as Co-Chair of the Firm's Family Office & Wealth Management Industry Group. She primarily focuses her practice in the areas of estate planning, wealth transfer planning, transfer tax minimization, trust administration, and probate law. Ms. Downer regularly advises professionals, families, and business owners in all aspects of estate planning including revocable living trust plans, gift and estate tax planning with irrevocable trusts, charitable gift planning, property tax planning, and trust administration.
Ms. Downer is a certified specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. Approximately only five percent of California's attorneys are certified as specialists by the State Bar of California. Ms. Downer further holds an LL.M. in Taxation from the University of San Diego School of Law.
Ms. Downer is a certified specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. Approximately only five percent of California's attorneys are certified as specialists by the State Bar of California. Ms. Downer further holds an LL.M. in Taxation from the University of San Diego School of Law.
Bar Admissions
California
Education
University of San Diego School of Law, J.D.
University of San Diego, LL.M., Taxation
University of California, Santa Barbara, B.A.
New York University - Studied three years of applied mathematics and computer science
Areas of Practice
- Tax, Benefits and Estate Planning
Professional Career
Articles
Buchalter COVID-19 Client Alert: San Francisco Moves to Lowest COVID Tier in California, Begins Process of Reopening Non-Essential Offices; Other Bay Area Counties Slower to Follow
By Stephanie Downer |November 2020Buchalter COVID-19 Client Alert: San Francisco Moves to Lowest COVID Tier in California, Begins Process of Reopening Non-Essential Offices; Other Bay Area Counties Slower to Follow
By Stephanie Downer |November 2020Buchalter COVID-19 Client Alert: San Francisco Moves to Lowest COVID Tier in California, Begins Process of Reopening Non-Essential Offices; Other Bay Area Counties Slower to Follow
By Stephanie Downer |November 2020
Beware of Proposition 19 Property Tax Increases-Planning Opportunities Still Exist for a Brief Window
Stephanie Downer Keynote Speaker, "Estate Planning For Women" Hosted by Edward Jones
Stephanie Downer, Speaker at Estate Planning and Incapacity Panel
Stephanie Downer, Speaker at Pacific Premier Bank's Workshop Series
Stephanie Downer, Speaker at Webinar for the Deputy Sheriffs' Association of San Diego
Stephanie Downer, Presenter at the National Association of Personal Financial Advisors Conference
Stephanie Downer, Panelist at the Estate Planning Council of San Diego
Stephanie Downer, Speaker at the 61st Annual Hawaii Tax Institute Conference
Stephanie Downer, Presenter at Estate Planning Council of Northern Nevada
Stephanie Downer, Panelist at the Hawaii Tax Institute Conference 2025
Stephanie Downer, Presenter at "Exit and Transition Planning" Event Hosted by Columbia Bank - June 4
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