At a Glance

Stephanie J. Lapple is an Associate in the firm and a member of the Family Wealth and Estate Planning Department. She concentrates her practice in the areas of Estate Planning, Estate and Trust Administration, Long Term Care Planning and Medicaid Planning.

Ms. Lapple received her J.D. from The Pennsylvania State University, Dickinson School of Law, where she served as Editor-in-Chief for the Arbitration Law Review. She received both her B.S. degree in Crime, Law & Justice and B.A. degree in Sociology, magna cum laude, from the Schreyer Honors College at The Pennsylvania State University.

Practice Areas

Asset Protection Planning

Elder Law / Long Term Health Care and Medicaid Planning

Estate & Trust Administration

Family Wealth Planning

Special Needs Planning

Estate & Trust Taxation

Estate Planning for Same Sex Couples

Education

• The Pennsylvania State University, Dickinson School of Law

• The Pennsylvania State University, Schreyer Honors College, B.S., B.A., magna cum laude

Bar Admissions

• The State of New York
• The State of Florida

Key Representative Matters

• Assists in preparing simple and complex estate plans for clients with varying needs.
• Works with high net-worth clients to accomplish estate tax planning objectives, including the preparation and funding of Life Insurance Trusts, Spousal Lifetime Access Trusts, Intentionally Defective Grantor Trusts and Inter Vivos Generation-Skipping Transfer Trusts, among others.
• Works with families in estate administration matters from the probate process through the distributions to beneficiaries and settlement.
• Works with families in preparing Medicaid applications and exploring long-term care planning options to reduce nursing home spenddown

Professional Affiliations

• Member of the New York State Bar Association
• Member of the Monroe County Bar Association

Community Involvement

• Board Member for DePaul: Assisted Living & Mental Health in Western New York and North Carolina (2018-2020)
• Newly Admitted Women Attorneys co-chair, Greater Rochester Association for Women Attorneys (GRAWA) (2019-2020)
• Rochester's Finest Steering Committee Member 2019, Cystic Fibrosis Foundation, Western New York Chapter (2019-2020)
• Rochester's Finest Honoree 2018, Cystic Fibrosis Foundation, Western New York Chapter

Articles

5-8-2019 The Women of Woods Oviatt named the 2019 Dress For Success Empowerment Award honorees by Dress for Success Rochester.