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Stephen Heymann is a shareholder with the firm’s Trusts & Estates Practice Group in the Atlanta office. Stephen focuses on helping business owners and high net worth families preserve their hard earned wealth through sophisticated income and wealth transfer tax planning strategies. While tax efficiency is crucial, Stephen understands that clients additionally desire pragmatic planning which will encourage productivity for future generations and minimize the potential for familial disputes over inheritance.

Stephen pairs his technical knowledge with significant experience in the legal and financial industries as well as the court system. Stephen has practiced law in Florida and Georgia, has worked in the Probate Division for the Twelfth Judicial Circuit Court of Florida, and has worked in trust administration and wealth strategy for two of the largest financial institutions in the country. These experiences gave Stephen exposure to the complex financial and non-financial issues high net worth individuals face and provides him with the ability to counsel clients in a holistic manner.