Stefan Dunkelgrun helps clients prepare for the inevitable with thoughtful, strategic estate planning. His mission is to ensure that assets are passed on smoothly, efficiently, and in line with his clients’ wishes. He takes a highly personalized approach, crafting tailored estate plans that reflect each family’s unique needs, goals, and concerns.
With extensive experience across both straightforward and highly complex matters, Stefan guides clients through a wide range of planning strategies. His work includes long-term care protection, intergenerational wealth transfers, advanced trust structures, business succession planning, tax mitigation, and asset protection. He also regularly reviews and restructures existing estate plans, providing expert counsel on modifying irrevocable trusts, including decanting, merging, and other trust administration strategies.
Before founding his own firm, Stefan served as a Partner at a respected New York City law firm, and previously led the Wills, Trusts & Estates practice at a Florida-based firm. His legal expertise is built on a foundation of real-world business experience—prior to practicing law, Stefan held leadership roles in strategy, risk management, finance, operations, and portfolio servicing.
For nearly a decade, he worked at a premier wealth management solutions provider serving high-net-worth individuals and families. There, he specialized in complex estate planning, offshore structures, and advanced insurance strategies. He also brings deep experience from the startup world, having held key executive roles in several ventures—including one that achieved over $1 billion in business within its first year.