Stephanie Loomis-Price 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. In her national practice, she has 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.
Co-Chair of the Firm’s Tax Litigation & Controversy Practice
Stephanie advises clients regarding estate administration and helps them minimize litigation and audit risks. Her practice also includes counseling executors, trustees, and beneficiaries regarding funding, administration, taxation, distribution, and termination and wind-up of estates and trusts. She prepares, reviews, and files federal transfer tax returns and assists trustees and beneficiaries with judicial and nonjudicial modifications to irrevocable trusts. Stephanie 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 litigation and audit risk. She also assists families in designing, funding, and maintaining closely held businesses.
A Fellow of both the American College of Trust and Estate Counsel (ACTEC) and the American College of Tax Counsel (ACTC), Stephanie regularly speaks nationwide on topics related to gift and estate tax matters.
Ranked by Chambers & Best Lawyers
Named “Trusts and Estates in Austin” by The Best Lawyers in America, 2024
Ranked by Chambers HNW Seven Years in a Row
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, 2017-2023 (Band 1 in 2023)
- 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
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