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Heather C. Stumpf

Member
Office

Pittsburgh

One Oxford Centre
301 Grant St, 14th Floor
Pittsburgh, PA 15219
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Fax: 412.394.2555
Education
J.D., University of Pittsburgh School of Law, Pittsburgh, Pennsylvania, 2008
B.A., summa cum laude, Pennsylvania State University, State College, Pennsylvania, 2004, Crime, Law & Justice and Psychology
State Bar Licenses
Pennsylvania
Court Admissions
U.S. District Ct., W.D. of Pennsylvania

Heather C. Stumpf

Member

Heather C. Stumpf is a Member in the firm’s Personal Legal Services Practice Group. She focuses her practice on estate and trust planning and administration, probate and tax-exempt organizations. Heather advises her clients on the various complexities of estate and trust documents, including special and supplemental needs trust provisions, planned giving, tax planning implications and the division of assets. Her experience also includes obtaining tax-exempt status for nonprofit organizations, forming private foundations and preparing prenuptial agreements. She utilizes her experience acting as a corporate fiduciary to support individuals and families with retirement planning and multi-generational wealth transfer.

Publications/Presentations

"Estate and Charitable Planning Under the Tax Cuts and Jobs Act," Pittsburgh Planned Giving Council, March, 2018

"Charitable Trusts," The Pittsburgh Foundation Donor Luncheon, November, 2017

“The Complete Trust Course,” HalfMoon Education, October, 2017

"Retiring from a Larger Law Firm," Pennsylvania Bar Institute, April, 2016

"Rules of Distribution: Retirement Plans and IRAs," Pennsylvania Bar Institute, April, 2016

“Superior Court Defines ‘Substantial Change of Circumstances’ For Removal of Corporate Trustees Under the Pennsylvania Uniform Trust Act,” E-Alert, September 2013.

Memberships
Allegheny County Bar Association
ACBA Young Lawyers Division
ACBA Public Service Committee
ACBA - Chair of V.I.P. “Very Important Papers” Program
ACBA Probate and Trust Section
ACBA Committee on Exempt Organizations
Pittsburgh Planned Giving Council
Junior League of Pittsburgh
Anchorpoint Counseling Ministry, Board of Directors