Stein Adler Welcomes Jodi Lipka to Private Wealth Services Group

Stein Adler Dabah & Zelkowitz LLP is excited to welcome Jodi Lipka as Counsel in the firm’s Private Wealth Services Group. Jodi advises high-net-worth domestic and international individuals and families on estate planning, trust administration, and wealth transfer matters, and supports the firm’s ongoing private wealth services practice.

Her work includes drafting wills and structuring revocable and irrevocable trusts, charitable trusts, and other customized wealth transfer solutions tailored to each client’s goals. She regularly counsels clients on estate, gift, income, and generation-skipping transfer tax matters, and advises on trust funding, fiduciary management, and lifetime gifting strategies.

She works with a broad range of clients, including business owners, real estate investors, newlyweds, new parents, and multigenerational families navigating personal and financial transitions. Known for her collaborative, hands-on approach, Jodi makes sophisticated legal and tax concepts clear and accessible, and frequently works alongside accountants, financial advisors, and other professionals to ensure each plan is thoughtfully executed.

Jodi earned her J.D., cum laude, from the University of Maryland Francis King Carey School of Law and holds an LL.M. in Taxation with a concentration in Estate Planning from New York Law School. She received her B.A. with distinction from the University of Michigan. Her writing on estate planning, charitable giving, and collectible assets has been featured in New Jersey Law Journal and Trusts & Estates Special Report: Art, Auctions & Antiques.

Jodi can be reached at jlipka@steinadlerlaw.com.