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Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.

901 Main Street, Suite 3700
Dallas, TX 75202

Phone: (214) 744-3700
Fax: (214) 747-3732
Toll Free: (800) 451-0093

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Stephanie K. Grissom

Ms. Grissom's practice focuses on estate planning, transfer taxes, business planning, and probate. She represents clients who are seeking thoughtful, strategic solutions for preserving wealth and planning for the future generations. With an LL.M. in Taxation, Ms. Grissom possesses an advanced understanding of complex tax laws and their impact on estate planning. This expertise allows her to offer clients a comprehensive approach to accomplishing their objectives with respect to their estate planning, minimizing tax liabilities, and ensuring assets are distributed according to their wishes while complying with all applicable laws.

Ms. Grissom works with individuals, families, and business owners to create tailored estate plans that address their unique needs. From drafting wills and trusts to sophisticated estate tax planning strategies, she helps clients achieve peace of mind by preparing for every stage of life and ensuring the smooth transition of wealth to future generations. In addition to guiding clients through estate planning, Ms. Grissom offers a deep understanding of federal estate and gift taxes, inheritance laws, and wealth preservation techniques, such as charitable giving strategies and business succession planning. Ms. Grissom is passionate about providing personalized attention and building long-term relationships with clients. She is committed to educating clients on their options and working diligently to create plans that align with both their personal goals and financial realities.

Beyond estate planning, Ms. Grissom also provides essential guidance in navigating the probate and estate administration process when a loved one passes away. She offers legal expertise to executors, heirs, and beneficiaries, ensuring the smooth administration of estates through probate.

Ms. Grissom is licensed to practice in Texas and is Board-Certified in estate planning and probate law by the Texas Board of Legal Specialization.

Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization

  • New York University School of Law, LL.M. in Taxation, 2020
  • Texas Tech University School of Law, J.D., summa cum laude, 2019
    • Order of the Coif
    • Texas Tech Law Review Vol. 51, Articles Editor
  • Texas Tech University, B.A., Psychology, Mathematics Minor, 2012
  • American Bar Association
    • Tax Section
    • Real Property, Trust and Estate Law Section
  •  State Bar of Texas
    • Tax Section
    • Real Estate, Probate, and Trust Law Section
  • Dallas Bar Association
    • Tax Section
    • Probate, Trusts and Estates Section
  • Texas, 2019
  • Edward R. Smith and Norton Baker Tax Award
  • State Bar of Texas Tax Section Scholarship Award 
July 14, 2022

Certain Estates Now Have Five Years to Make a Portability Election... [ read ]

On Friday, July 8, 2022, the IRS released Revenue Procedure 2022-32, which supersedes Revenue Procedure 2017-34 and extends the period of time certain estates have to make a "portability" election under IRC § 2010(c)(5)(A). A portability election allows for a surviving spouse to utilize the deceased spouse's unused exclusion amount (DSUE). The portability election may only be made on a timely filed federal estate tax return (Form 706).