Stephanie T. Perry, Partner

Stephanie T. Perry, Partner

Estate Planning

Estate and Trust Administration

Premarital Agreements

sperry@pasternakfidis.com

T 301.656.8850 Ext. 425

F 301.656.3053

7735 Old Georgetown Road
Suite 1100
Bethesda, MD 20814-6130


Education

B.S., Florida State University

J.D., Emory University School of Law

Bar Admissions

Maryland

District of Columbia

Virginia

Georgia

 

Stephanie Perry is a partner concentrating on estate planning, estate and trust administration and premarital and domestic partnership agreements.

Stephanie advises clients in the preparation of wills, trusts, powers of attorney and advance health care directives and also with respect to the proper administration of estates and trusts. In estate planning, Stephanie’s goal is to provide each client with a plan that will meet the client’s personal objectives and that will also preserve wealth and minimize transfer tax liabilities.  In estate and trust administration, Stephanie strives to make what can be a very challenging process as manageable and efficient for clients as possible.  According to Stephanie, the most rewarding aspect of her practice is “getting to know clients and their families and serving as a trusted adviser who will help them achieve their primary objective of taking care of family.”

Stephanie also works closely with the Firm’s domestic relations attorneys on premarital and domestic partnership agreements.  Stephanie’s primary objective in working with clients in these matters is to make sure a client is properly educated, understands his or her rights and concludes the process with an agreement that is acceptable to both parties.

Originally from Jacksonville, Florida, Stephanie received her B.S. in Political Science and English from Florida State University in 2001.  In 2004, Stephanie received her J.D. from Emory University School of Law in Atlanta, Georgia.  After practicing in Atlanta for six years, she joined Pasternak & Fidis, P.C. in 2010.

Stephanie is admitted to the Bar in Maryland, the District of Columbia, Virginia and Georgia, and she has been recognized by Maryland and D.C. Super Lawyers as a “Rising Star” in the areas of estate planning and probate for 2015 and 2016.  Stephanie is a member of the Steering Committee of the Estates, Trusts and Probate Law Section of the District of Columbia Bar, and she serves as Financial Officer of the Steering Committee and as chairperson of the Legislation and Public Statements subcommittees.  Stephanie is also a member of the Estate Planning Council of Montgomery County.

An unwavering believer in the power of education, Stephanie serves on the Board of Trustees of the Washington School for Girls, an all-girls, tuition-free private school located in the District of Columbia that provides education and support to economically disadvantaged 3rd through 8th grade students and their families in order to prepare them for success in high school and beyond.

Activities and Affiliations

  • American Bar Association (Real Property, Trust and Estate Law Section)
  • Maryland State Bar Association (Estate and Trust Law Section, Taxation Law Section)
  • District of Columbia Bar (Estates, Trusts and Probate Law Section Steering Committee)
  • Virginia State Bar (Trusts & Estates Section, Taxation Section)
  • Bar Association of Montgomery County, Maryland (Estates and Trusts Section)
  • Montgomery County Estate Planning Council
  • State Bar of Georgia (Fiduciary Law Section)

Presentations

  • “Using and Drafting Trusts in Estate Planning,” Maryland State Bar Association Continuing Legal Education
  • “Review of 2015 Heckerling Institute,” Montgomery County Bar, Estates & Trusts Section, Potomac, MD
  • Panelist, “Back to Basics: Powers of Appointment,” District of Columbia Bar, ETPL Section

Recognition

  • Super Lawyers – Rising Star – Estate Planning & Probate (Maryland 2017)
  • Super Lawyers – Rising Star – Estate Planning & Probate (Maryland 2016)

Blog Posts

October 1, 2013

Powers of Appointment: A Powerful Estate Planning Tool

What is a Power of Appointment?

A power of appointment is a power given to a person (oftentimes under a trust) which enables the person to designate who will receive property or an interest in property.  The person who creates the power of appointment is the donor; the holder of the power is the powerholder; and the possible recipients of the property are the permissible appointees.

A power of appointment may be general or limited. A general power of appointment is a power that the powerholder may exercise in favor of himself, his estate, his creditors or the creditors of his estate.  A nongeneral power of appointment is commonly referred to as a limited (or special) power of appointment and may be exercised in favor of… MORE >