Stefan Dunkelgrun is dedicated to helping clients prepare for life’s inevitable transitions, ensuring assets are transferred efficiently to the people who matter most. He takes a highly personalized approach, tailoring estate planning strategies to your specific needs and long-term goals
Drawing from deep experience, Stefan guides clients through both simple and complex scenarios—whether it’s basic planning, long‑term care protection, intergenerational wealth strategies, business succession, tax reduction, or robust asset protection. He’s especially skilled in evaluating and updating trusts—handling tasks like breaking irrevocable trusts, decanting, merging, and more.
Before founding the firm, Stefan was a Partner at a prominent New York City law firm and led Wills, Trusts & Estates for a Florida-based firm. His early career included nearly a decade in wealth management—advising high-net-worth individuals, structuring offshore investment solutions, and working with advanced insurance and start-up ventures, some of which generated over $1 billion in revenue within 12 months