Stephen L Ham IV

Stephen Ham advises high-net-worth individuals on all aspects of their wealth transfer planning, including designing and implementing estate, trust and charitable giving plans that meet clients’ most important tax and non-tax objectives.

Stephen counsels individuals and family offices on the income, gift, estate and generation-skipping transfer tax consequences and tax reporting issues that arise in connection with wealth transfer planning transactions. Additionally, he advises on the administration of complex estates, as well as the trusts and estates aspects of mergers and acquisitions and other corporate matters.

Stephen also assists charitably minded individuals and families with forming tax-exempt organizations and complying with applicable excise tax and regulatory requirements.