As an attorney in San Diego, Stephanie A. Lord provides extensive estate and tax planning services to individuals. Ms. Lord’s primary focus is protecting families from the devastating legal effects of disability and death, as well as ensuring the smooth transition of assets from one generation to the next while maintaining the family legacy throughout the trust administration process. Through proper planning, individuals and families can avoid probate, protect their assets, continue their legacies through strategic charitable giving, and provide for the security of their loved ones. She will take the time to get to know you as individuals, to learn about your life and values, and work closely with you through an ongoing relationship to ensure your personal and financial goals are met as your life and the laws change over the years.
Ms. Lord’s professional experience began while she was in college working as a paralegal for an Estate Planning firm. The immense personal satisfaction she experienced while helping so many families triggered her decision to attend law school and focus on a career in Estate Planning. During law school she gained additional experience working for trust and probate specialists in the Los Angeles area. Prior to joining Armstrong, Fisch and Tutoli, Stephanie worked for several years as an attorney at a law firm in Los Angeles, meeting with clients and managing the trust administration department of the firm.
Stephanie A. Lord earned her Juris Doctor Degree from Pepperdine University. During law school, Ms. Lord worked closely with one of her law professors in researching the impact of post-mortem conception on Estate Planning. Also during law school, Ms. Lord became a member of the Phi Delta Phi legal fraternity and spent a semester studying abroad in London. Ms. Lord earned her B.A. Degree in Psychology from the University of California – San Diego. While attending UCSD, Ms. Lord was involved in volunteer work in the physical therapy department of a hospital.
Ms. Lord is currently a member of the San Diego County Bar Association, the American Bar Association, and a Fellow of the American Academy of Estate Planning Attorneys. She resides in Carmel Valley and has earned her black belt in Tae Kwon Do. In her spare time, Ms. Lord enjoys reading, travelling, cooking and football.
Latest posts by Stephanie A. Lord, Estate Planning Attorney (see all)
- UNDERSTANDING YOUR 401(K): TRADITIONAL VS. ROTH - November 11, 2019
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- THREE COMMON RETIREMENT INVESTMENT ERRORS - November 11, 2019