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Stephen Michael Napier
About Stephen
Biography
I practice in the areas of estate and tax planning, trust and estate administration and business succession planning. I advise individuals, families and business owners on developing tax-efficient and practical wealth management strategies, including the preparation of wills, revocable living trusts, insurance trusts and business succession plans, as well as charitable giving planning. I also help guide fiduciaries and beneficiaries through the estate settlement and trust administration process.
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in New York for 5 years
State: New York
Acquired: 2020
No misconduct found
Licensed in Connecticut for 16 years
State: Connecticut
Acquired: 2009
No misconduct found
Location
Berkowitz, Trager & Trager, LLC
8 Wright Street, 2nd Floor, Westport, CT, 06880
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Stephen Michael Napier's Reviews
Avvo Review Score
1 Client Review
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Practice Areas
What Clients Mention
Showing 1 - 1 of 1 review | Estate Planning
Posted by AD | May 08, 2015 | Estate Planning
One of the best Trust and Estate Attorneys
Stephen has helped me out with more than a few Trust and Estate matters, and I will be sure to use Stephen again in the future. He is responsive, professional, and thorough. He is able to take complicated legal issues and break them down into digestible form. Stephen is also sensitive to delicate ...
Stephen Michael Napier's Lawyer Endorsements
"I have known Steve for over 10 years in a variety of personal and professional capacities. Even from my first introduction to Steve it was apparent that he had a skillset to be a tremendous estate planner. He applies his never give up attitude and mixes it with the creativity required to find solutions to complex problems. This tenacity and problem solving yields an extremely competent planner and one that I strongly recommend."
Matthew Wiley
Estate planning lawyer
Experience
Honors
2022
Rising Star, SuperLawyers
2021
Rising Star, SuperLawyers
2020
Rising Star, SuperLawyers
2019
Rising Star, Superlawyers
2018
Rising Star, Superlawyers
2017
Rising Star, SuperLawyers
2016
40 under 40, Fairfield County Business Journal
Work Experience
2020 - Present
Partner, Chair of Trusts and Estates, Berkowitz, Trager & Trager, LLC
2014 - 2020
Partner, Ivey, Barnum & O'Mara, LLC
2012 - 2014
Attorney, Wiggin & Dana, LLP
2011 - 2012
Attorney, Blair & Potts
2009 - 2011
Judicial Law Clerk, Connecticut Appellate Court
Associations
2017 - Present
National Association of Divorce ProfessionalsMember
2016 - Present
Inspirica, Inc.: From Homelessness to HomeBoard of Directors
2016 - Present
Fairfield County's Community FoundationRising Professional Advisors Council
2014 - Present
Greenwich Bar AssociationMember
2014 - Present
Inspirica, Inc.: From Homelessness to HomeChair, Young Professionals Committee
2014 - Present
Inspirica, Inc.: From Homelessness to HomeMember, Development Committee
2014 - Present
Greenwich Chamber of CommerceMember
2011 - Present
Fairfield County Bar AssociationMember
2009 - Present
American Bar AssociationMember
2009 - Present
Connecticut Bar AssociationMember
Education
2009
The University of Connecticut School of Law
Juris Doctor, Law
2006
University of Connecticut
BA - Bachelor of Arts
Speaking Engagements
2021
Estate Planning Council of Lower Fairfield County
Wealth Transfer Planning in Our Brave New World
2020
Fairfield County Bar Association
Understanding the S.E.C.U.R.E. Act
2018
Westport Bar Association
Estate Planning Mistakes and How to Avoid Them
2018
Greenwich Board of Realtors
Estate Planning and Tax Law Changes For Real Estate Professionals
2017
SCORE Fairfield County
Business Succession Planning
2017
National Business Institute
Handling Estate Administration Tax Issues
2017
National Business Institute
Commencement of Probate Proceedings and Information Gathering
2016
Nardis Advisors Seminar
Top 10 Overlooking Issues in Estate Planning
2016
Lapham Community Center
Hot Topics in Estate Planning
2016
Greenwich Association of Realtors
Real Estate Considerations in Estate Planning
2016
Aspen Institute Library Series
What Every American Should Know
2015
Inspirica Board of Directors Meeting
Developing an Effective Planned Giving Program
Languages
English