Stefan Dunkelgrun, Esq.

Of Counsel

Stefan Dunkelgrun is dedicated to helping clients prepare for life’s inevitable transitions, ensuring assets are transferred efficiently to the people who matter most. He takes a highly personalized approach, tailoring estate planning strategies to your specific needs and long-term goals.

Stefan practices estate planning because he has experienced firsthand the profound impact thoughtful planning—or the lack of it—can have on a family. After his grandfather built a successful business, lack of planning left the family with significant tax burdens and a struggle to maintain the business. Years later, when his father was diagnosed with terminal cancer, careful estate planning protected the family, ensured a smooth business transition, and provided for his generation’s future. Those experiences inspired him to dedicate his career to helping individuals and families protect what matters most.

Drawing from deep experience, Stefan guides clients through complex scenarios — intergenerational wealth strategies, business succession, tax reduction, or robust asset protection. He’s especially skilled in evaluating and updating trusts—handling tasks like breaking irrevocable trusts, decanting, merging, and more.

Previously, Stefan was a Partner at a prominent New York City law firm and led Wills, Trusts & Estates for a Florida-based firm. His early career included nearly a decade in wealth management—advising high-net-worth individuals, structuring offshore investment solutions, and working with advanced insurance and start-up ventures, some of which generated over $1 billion in revenue within 12 months.