Stefanie L. Pate
Partner
Stefanie Pate is a Partner in the firm’s Estates & Trusts Practice Group, as well as the Nonprofits & Tax-Exempt Organizations Group. She is also a member of the Entertainment Industry Group. Stefanie is based in the firm’s Pittsburgh office, and also practices out of the firm’s New York City and Lakewood Ranch, FL locations.
As part of the Estates & Trusts Practice Group, Stefanie’s practice focuses on the preparation of simple and complex wills, living wills and powers of attorney, trusts, guardianship planning and administration, planning for individuals with special needs, charitable gift planning, the development of lifetime gifting programs, the preparation of business succession plans, and the preparation and negotiation of premarital agreements. Stefanie’s practice also includes estate and fiduciary litigation matters.
Academics
J.D., cum laude, Duquesne University School of Law
M.B.A., Duquesne University Graduate School of Business
M.A. in Corporate Communication, Duquesne University McAnulty Graduate School of Liberal Arts
B.S. in Journalism and Political Science, West Virginia University
Admissions
Pennsylvania
Florida
New York
U.S. District Court, Western District of Pennsylvania
Experience
PNC Wealth Management
Siemens Industry, Inc.
Professional Memberships
Pennsylvania Bar Association
The Florida Bar
Allegheny County Bar Association
Allegheny County Probate and Trust Council
Estate Planning Council of Pittsburgh (Board of Directors)
The Pittsburgh Cultural Trust (Partners Board Member)
New York State Bar Association
Publications
“Estate Planning Considerations for Women After an Unprecedented Year,” The Legal Intelligencer (2021)
Duquesne Business Law Journal (Editor-in-Chief; Production Editor)
Speeches & Presentations
National Business Institute – Estate Planning from A to Z (2015; 2018)
National Business Institute – Probate – Everything You Need to Know (2018)
Wine, Women and Wisdom hosted with Merrill Lynch Wealth Management and Lally & Co. (2018)
Allegheny County Bar Association Probate and Trust Section CLE – Probate and Trust Beginner Series – Estate Administration Basics (2019)
Financial Planning Association of Pittsburgh – 14th Annual Financial Planning Four’um – General Estate Planning Update (Co-presenter) (2022)
Allegheny County Bar Association Probate and Trust Section – Inheritance Taxes: Advising Snowbirds Who Fly South (Co-presenter) (2023)
Community Involvement
Animal Care and Assistance Fund (Board of Directors)
Greater Pittsburgh Literacy Council (Literacy Tutor)
Junior League of Pittsburgh (Member)
Western Pennsylvania Humane Society (Volunteer)