Tereina R. Stidd is special counsel in the firm's Private Client Services Practice Group. She advises individuals, families, and fiduciaries on sophisticated estate planning, wealth transfer, trust and estate administration, and related tax matters. Her practice includes designing tax-efficient wealth transfer strategies, counseling clients on all aspects of estate planning, fiduciary administration, wealth preservation, asset protection, and domicile planning, and helping families navigate complex estate and trust administration matters.

With more than 20 years of experience in trusts and estates, Ms. Stidd combines extensive private practice experience with a unique background in national estate planning education. Before joining Duane Morris, she served as Director of Education for the American Academy of Estate Planning Attorneys, where she developed and presented advanced continuing legal education programs, collaborated with leading estate planning practitioners across the country on emerging planning issues and best practices, authored articles on estate planning, trust administration, and tax developments, and helped shape educational programming for hundreds of estate planning attorneys nationwide. That experience provided her with a broad national perspective on sophisticated planning strategies, fiduciary administration, and evolving best practices — an insight she now brings to advising clients on complex private wealth matters.

Before that, Ms. Stidd spent nearly 17 years in private practice representing high-net-worth individuals, families, and fiduciaries in sophisticated estate planning, trust and estate administration, and tax matters. Her experience spans boutique private wealth practices, regional firms, and Am Law top 100 and 200 firms, giving her a broad perspective on advising clients through every stage of the estate and trust planning and administration process. Ms. Stidd is a frequent speaker and author on estate planning, trust administration, fiduciary, and tax topics.