Princeton
609.987.6655 
610.371.7931fax
ar@stevenslee.com

Ann heads the firm's New Jersey Estates and Trusts Practice. She has been in private practice for more than 30 years.

Ann represents several institutions of higher education in gift planning, trust and estate administration, taxation and regulation compliance. She handles these and a wider set of issues as general counsel for two higher education clients. In her estates and trusts practice, she counsels individual clients on tax and estate planning, estate and trust administration and charitable giving and represents both individuals and institutions in fiduciary litigation.

Education:
New York University School of Law, J.D., 1975
Swarthmore College, B.A., with honors, 1972

Bar Admissions:
New Jersey

Court Admissions:
U.S. District Court for the District of New Jersey

Selected Representative Speaking Engagements:
"The Gift You Can't Use: Tales from the Trenches." Gift Planning Council of Greater Philadelphia, September, 2008.
"The Legal Terrain: Selected Topics on the Laws that Impact Theological Schools.”  The Association of Theological Schools’ Annual Conference, Phoenix, AZ, November, 2006.

Professional Associations/Civic Affiliations:
American College of Trust and Estate Counsel, Fellow; Fiduciary Litigation Committee, 2003-2007
Princeton Bar Association, President, 1985-1986
New Jersey State Bar Association, Higher Education Committee, 1990-1996; Real Property and Probate Section
National Association of College and University Attorneys
National Committee on Planned Giving
Gift Planning Council of New Jersey, Founder; Secretary, 1994-2002
Leave A Legacy® New Jersey, Chair Professional Participation Committee, 2000-2002
Princeton Area Council of Community Services, 1985-1991; President 1990
Trinity Counseling Service, Board Member, 1991-2008
Princeton Area Community Foundation, Chair, Board of Trustees, 2008-present
Swarthmore College Planned Giving Committee