Overview
Stefania Bartlett is a Principal in CLA's Gift, Estate, and Trust Tax practice. She advises individuals, families, family offices, business owners, fiduciaries, and charitable organizations on estate, gift, charitable, and succession planning strategies. Her work focuses on helping clients preserve and transfer wealth, achieve philanthropic goals, and navigate significant family and business transitions.
Stefania has extensive experience in estate planning, fiduciary trust and estate accounting, charitable planning, and fiduciary advisory services. She works with clients and their advisors to address the tax, legal, and practical considerations associated with wealth transfer, trust administration, estate settlement, and long-term legacy planning.
Stefania also advises charitable organizations on tax-exempt and governance matters and helps donors structure charitable giving strategies that align with their values and objectives.
Stefania earned her J.D., with honors, from the University of Connecticut School of Law and her B.A. in Politics and Economics, summa cum laude, from Fairfield University. She is admitted to practice in Connecticut, New York, and the United States Tax Court.
Education
Juris Doctorate, University of Connecticut School of Law, West Hartford, Connecticut
Bachelor of Arts, Fairfield University, Fairfield, Connecticut
In the community
Estate Planning Council of Lower Fairfield County, President
