Stephanie Downer, Panelist at the Hawaii Tax Institute Conference 2025

Shareholder Stephanie Downer will be at the Hawaii Tax Institute’s 62nd Annual In-Person Conference on November 5, 2025, at 1:30 p.m.

Ms. Downer will participate in a panel discussion titled “Breaking Up a Family Business of Real Estate Between Family Members – Is This Possible and How to Do It Without Adverse Tax Consequences.” The session will explore the complexities of dividing a family real estate portfolio, including valuation, governance, dispute resolution, and key legal and tax considerations at both the trust and partnership level.

Ms. Downer will be joined on the panel by Thomas Berg, Jr., CFA, ASA, Managing Director and Jonathan C. Lurie, Attorney.

For more information, click here.