Stephen M. Geria, Counsel, practices in the areas of business planning and tax, estate planning and administration, corporate transactions, and business counseling. A consummate problem-solver, Stephen is accessible, detail-oriented and analytical in his consideration of solutions for his clients and extremely hard-working. He is motivated on a daily basis to help his clients succeed in their professional and personal lives.
Areas of Practice
Stephen counsels entities, including private foundations and other tax-exempt organizations, on formation, ownership, governance, and dissolution, as well as various commercial transactions. He advises corporations, partnerships, limited liability companies and non-profit organizations with respect to federal, state, and local tax issues, and has assisted them with developing agreements, bylaws and policies pertaining to their directors, members, and stakeholders.
In addition, Stephen also develops estate plans for his individual clients and succession plans for closely-held and family-owned businesses. He prepares wills, durable powers of attorney, health care directives/living wills, trust agreements, and a variety of business succession plans and agreements, to facilitate the transfer of wealth and the transition of business ownership among family members and business owners. In addition, Stephen regularly assists individual and corporate fiduciaries with every aspect of the estate administration process.
Stephen joined Hyland Levin Shapiro after practicing in the Individuals and Wealth Management, Taxation and Business Groups of another South Jersey law firm. He started his career in the Philadelphia tax practice of Ernst & Young LLP, where he provided a variety of federal, state, local, and indirect tax compliance and consulting services to businesses and individuals.
A graduate of Villanova University (B.S., magna cum laude, 2004), and Villanova University School of Law (J.D. 2007 and LL.M. Taxation 2009), Stephen worked in the school’s Federal Tax Clinic, a legal services organization which assists low-income taxpayers in controversies before the Internal Revenue Service and in the U.S. Tax Court. As an undergraduate, Stephen was a student manager for the Villanova men’s basketball team.
Admitted to practice in New Jersey and Pennsylvania, Stephen is a member of the bar of the U. S. District Court, District of New Jersey and the U.S. Supreme Court. He is a member of the American Bar Association, the New Jersey Bar Association and the Burlington County Bar Association.
Stephen is an active member of the Villanova Club of South Jersey and the president of the Board of Trustees of his condominium association.
Born in Philadelphia, Pennsylvania, Stephen grew up in South Philadelphia and Southern New Jersey. He is a graduate of Saint Augustine Preparatory School in Richland, New Jersey. He currently resides in Marlton, New Jersey with his wife and daughter. When not practicing law, Stephen is an avid Philadelphia area sports fan.
Assisted business owners in transitioning interests in closely-held businesses through gifting and purchase transactions, including the sale of ownership interests in a real estate firm to key employees, and the sale of an interest in a financial services business to a third party.
Represented multi-family residential property owner and manager in the formation of a New Jersey Urban Renewal Entity and the assumption of long-term tax abatement and redevelopment agreements.
Assisted numerous fiduciaries in administering Pennsylvania and New Jersey estates and trusts of varying size and complexity, including estates and trusts involving the disposition of closely-held business interests and bequests to charitable organizations.
Represented clients in the sale and purchase of state tax credits issued by the New Jersey Economic Development Authority.
Represented general partners in conversion of Pennsylvania partnership to limited liability company.
Selected to “NJ Rising Stars List” 2016-2019. No more than 2.5% of the lawyers in the State are so recognized.
A description of the standard or methodology on which the accolade is based can be found here. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
Villanova University School of Law (LL.M. Taxation 2009)
Villanova University School of Law (J.D. 2007)
Villanova University (B.S., magna cum laude, 2004)
- New Jersey