Steffi Hafen is the managing partner of our San Diego office, and is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California Board of Legal Specialization. She is a co-leader of the firm’s Private Client Services practice group, a partner in the General Federal Tax practice group and works in the San Diego, Orange County, and Los Angeles offices. Steffi’s practice is concentrated in tax, trust, and estate matters with emphasis in estate planning, trust and probate administration, and estate and gift taxation. She employs advanced estate planning techniques, including grantor retained annuity trusts, family partnerships, limited liability companies, charitable remainder trusts, defective grantor trusts, insurance planning, public charities, and private foundations. She also advises clients regarding succession planning for closely held businesses. In addition, Steffi has experience in state and local taxation, including income taxation, sales and use taxation, and property taxation, as well as issues regarding residency and domicile. Steffi also represents clients in front of the California state and local taxing authorities, and the Internal Revenue Service. She works with clients’ certified public accountants, financial planners, and other service providers to provide holistic solutions to clients’ needs.
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