People Moves

Estate Planning Lawyer Joins NY Firm

Nick Parmee 14 July 2009

Estate Planning Lawyer Joins NY Firm

A lawyer who has handled estate planning for some of the world’s wealthiest families has joined Fulbright & Jaworski’s trusts and estates practice.

Stephanie Heilborn joins the firm’s New York office as a partner from her own firm Heilborn LLC. She has specialisms in implementing complex tax planning strategies and international tax and estate planning. Additionally, she has assisted in the formulation and provision of corporate and tax advice to private foundations and other tax-exempt organisations.

Ms Heilborn has helped put estate plans in place for clients with assets ranging from $20 million to $4 billion and has administered estates valued in excess of $500 million. She has advised corporate fiduciaries regarding fiduciary duties and the investment of trust and estate assets under the New York Prudent Investor Rule, as well as many high profile clients, including senior executives at asset management institutions and hedge funds.

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