Stefan Dunkelgrun

Advanced Taxable Estate Planning and Long-Term Care Strategies

Stefan Dunkelgrun brings a wealth of experience and a personalized approach to helping clients navigate the complexities of advanced estate planning and long-term care protection. His practice focuses on ensuring that high-net-worth individuals and families can efficiently transfer wealth, minimize tax burdens, and safeguard assets for future generations.

With a deep understanding of taxable estate strategies, Stefan creates tailored solutions for intergenerational wealth transfer, advanced trust planning, and tax-efficient asset protection. Whether you’re looking to reduce estate taxes, ensure compliance with evolving regulations, or optimize your legacy, Stefan’s acumen ensures your goals are met with precision.

Stefan is also highly skilled in long-term care planning, helping clients protect their assets while ensuring access to quality care. From Medicaid planning to strategies that preserve wealth in the face of rising healthcare costs, he provides peace of mind for life’s later stages.

Stefan previously served as a Partner at a prominent New York City law firm and led the Wills, Trusts & Estates practice for a Florida-based firm. Earlier in his career, he spent nearly a decade in wealth management, advising high-net-worth individuals and structuring sophisticated investment and insurance solutions. His background includes working with innovative ventures, some of which achieved over $1 billion in revenue within 12 months.

Stefan’s dedication to meticulous planning and his commitment to his clients’ success make him a trusted advisor in even the most complex estate and long-term care scenarios.