Stephanie Loomis-Price is a shareholder in Winstead’s Wealth Preservation Practice Group. She handles federal gift and estate tax litigation against the Internal Revenue Service across the country, as well as state fiduciary and probate controversy work in Texas courts. Stephanie also counsels clients nationally regarding complex estate administration and litigation and audit risk minimization.
On tax matters, Stephanie has represented clients before the United States Tax Court, the United States Court of Federal Claims, and United States Court of Appeals for the Fifth, Eighth, and Eleventh Circuits in such ground-breaking cases as Bongard, Christiansen, Cook, Dunn, Hendrix, Holman, Jameson, Kerr, McCord, Petter, and Stone.
Stephanie speaks frequently at national venues, speaking recently at many of the premier estate planning conferences, such as: Heckerling Institute on Estate Planning; ACTEC; Hawaii Tax Institute; Tulane Tax Institute; American Bar Association Tax Law Section; American Bar Association Real Property, Trust & Estate Law Section; ALI-CLE Estate Planning for Business Owners; ALI-CLE Planning Techniques for Large Estates; ALI-CLE Advanced Estate Planning Techniques; and RPTE’s Skills Training for Estate Planners course.
Stephanie has been recognized in The Best Lawyers in America publication, as one of the Top 50 Women attorneys in Texas by Texas Monthly, and in Who’s Who Legal: Private Clients. She is a past recipient of the Excellence in Writing Award by Probate & Property and of the Judge Thomas Gibbs Gee Award for Outstanding Pro Bono Service. She has authored one Tax Management Portfolio and is in the process of finalizing another.
Education:
J.D., Georgetown University Law Center (1998) cum laude
M.S., Applied Behavioral Science, Johns Hopkins University (1996)
B.A., International Studies and Spanish, Austin College (1989) cum laude
Tax Management Portfolios™
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Gross Estate — Section 2033 (Portfolio 817)
This Portfolio is a fundamental building block for estate planners as it deals primarily with the question of which interests in property are includible in a decedent's gross estate.