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Stephanie Loomis-Price
- Firmwide Chair, Tax Litigation & Controversy Practice
Stephanie represents taxpayers in federal gift and estate tax litigation against the Internal Revenue Service (IRS), as well as in state fiduciary and probate controversy work.
Stephanie Loomis-Price has successfully assisted clients in numerous federal tax cases in the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Courts of Appeals for the Fifth, Eighth, and Eleventh Circuits. In addition, she regularly appears in probate courts in Texas.
In her work as chair of the firm's Tax Litigation & Controversy practice, Stephanie advises clients regarding estate administration and helps them minimize litigation and audit risks. She counsels executors, trustees, and beneficiaries regarding funding, administration, taxation, distribution, and termination and wind-up of estates and trusts. Stephanie prepares, reviews, and files federal transfer tax returns and assists trustees and beneficiaries with judicial and nonjudicial modifications to irrevocable trusts. She also obtains private letter rulings from the IRS on estate, gift, and generation-skipping transfer tax matters. Finally, when tax disputes remain unresolved, Stephanie and her team defend taxpayers in trial.
Experienced in helping business owners, Stephanie also advises on tax-efficient succession planning with a focus on minimizing risk and disputes. She also helps families in designing, funding, and maintaining closely held businesses.
A fellow of both the American College of Trust and Estate Counsel and the American College of Tax Counsel, Stephanie regularly speaks nationwide on topics related to gift and estate tax matters.
Areas of focus
Education & Credentials
Education
- Georgetown University Law Center, J.D., cum laude, Managing Editor, Georgetown Journal of Legal Ethics, 1998
- Johns Hopkins University, M.S., Applied Behavioral Science, 1996
- Austin College, B.A., International Studies and Spanish, with honors, 1989
Bar and Court Admissions
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Washington
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Texas
- U.S. Tax Court
- U.S. Court of Federal Claims
- U.S. Court of Appeals for the Fifth Circuit
- U.S. Court of Appeals for the Eighth Circuit
- U.S. Court of Appeals for the Eleventh Circuit
- U.S. District Court for the Southern District of Texas
- U.S. District Court for the Northern District of Texas
Professional Recognition
Board Certified in Estate Planning and Probate Law, Texas Board of Legal Specialization
Named "Lawyer of the Year" - Litigation - Trust and Estates by The Best Lawyers in America, 2020, 2024
Listed in The Best Lawyers in America: Trusts and Estates; Litigation - Trusts and Estates, 2010-2024
Named Tax Lawyer of the Year by the Corporate LiveWire Global Awards, 2018, 2021, 2022
Inducted into National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame, 2018
Ranked in Chambers High Net Worth Guide by Chambers and Partners, 2017-2024 (Band 1 in 2023-2024)
Recognized by Corporate LiveWire - Global Awards for Excellence in Tax Law Services, 2017
Listed in the Who's Who - Legal Private Client by Law Business Research Ltd., 2014, 2016-2020
Listed among the Top 50 Women by Texas Super Lawyers, 2016
Recognized by Super Lawyers Magazine as a "Texas Super Lawyer," 2010-2022
Recipient of the Judge Thomas Gibbs Gee Award for Outstanding Pro Bono Service, 2009
Recipient of the Excellence in Writing Award, Probate & Property, 2008
Named a Texas Rising Star by Thomson Reuters, 2006
Impact
Professional Leadership
- American College of Trust and Estate Counsel (ACTEC), Fellow and Past Regent
- American College of Tax Counsel (ACTC), Fellow
- Heckerling Institute on Estate Planning, Advisory Board Member
- American College of Trust and Estate Counsel, Program Committee, Chair
- American Bar Association Section of Real Property, Trust and Estate Law, Past Chair
- American College of Trust and Estate Counsel, Business Planning Committee, Past Chair
- Houston Business & Estate Planning Council, Member