Photo of Stephen C. Heymann

Stephen C. Heymann

Associate

Education

University of Miami, B.A., Psychology (2009); cum laude

University of Miami School of Law, Juris Doctor (2012); cum laude

University of Miami School of Law, LL.M. in Estate Planning (2013)

University of Miami Psychology, Public Policy & Law Journal

Honors

Book Award in Wills, Trusts & Estates, awarded to the top performing student in the course

Dean’s Certificate of Achievement in Health & Elder Law Clinic

Miami Scholars Public Interest Scholarship

Bar Admissions

The Florida Bar (2012)

The State Bar of Georgia (2013)

Clerkships

Summer 2011, the Honorable Judge Charles E. Williams, Twelfth Judicial Circuit Court of Florida, Probate Division

Profile

Stephen Heymann is an associate in the firm’s Trusts & Estates Practice Group in the Atlanta office. Stephen focuses primarily on the creation and implementation of complex estate plans which include the use of wills, revocable trusts, irrevocable trusts, charitable donations, and lifetime gifting strategies.

Stephen brings knowledge and experience from working in trust administration for one of the nation’s largest corporate fiduciaries, the Probate Division for the Twelfth Judicial Circuit Court of Florida, and private practice in order to create dynastic estate plans which leave a positive lasting legacy and transfer wealth to successive generations in a tax-efficient manner.

Stephen also assists in small business advising and general corporate work, including the formation of entities, election of tax treatment, loan transactions, gifting strategies, and asset sales.

Publications

  • Quick Estate Planning Tips for a Restaurant Owner (QSR Magazine, July 2017)
  • Passing on the Family Business: When, How, and to Whom? (Thomson Reuters Estate Planning Magazine, October 2017)

Presentations

  • Estate Tax, Reflections, Undertones, and Gossip Between Neighbors: The White House and the Treasury (Presented February 2017)
  • The Emperor Has No Will: Estate Planning Basics and Beyond (Presented August 2017)
  • Fundamental Income & Estate Tax Planning in Trump World (Presented December 2017)
  • Let’s Party Like its 1986 Part II: Flying into the Danger Zone or Climbing the Stairway to Heaven? (Presented April 2018)
  • TRUST ME! New Opportunities for the Use of Trusts under Tax Reform & Georgia’s 2018 Trust Code Revisions (Presented May 2018; October 2018)
  • Adding Value in the Trump Era: Sophisticated Estate Planning for Your Small, Mid-Size, and “Bigly” Clients (Presented November 2018)
  • Navigating the Maze: Understanding the Most Recent Changes to the Tax Cuts and Jobs Act (Presented April 2019)
  • Estate and Gift Tax Planning under the Tax Cuts & Jobs Act (Presented August 2019)

News

Presentations

Seminars & Presentations

Publications

Publications

Quick Estate Planning Tips for a Restaurant Owner (QSR Magazine, July 2017)

Passing on the Family Business: When, How, and to Whom? (Thomson Reuters Estate Planning Magazine, October 2017)