Craig Stone
Craig is the Senior Partner and Chief Wealth Strategist for Stone Bybee Associates, PLLC, a Nevada-based law firm that provides legal counsel and services on a national basis to affluent families, and their family offices and trusted advisors.
Craig has 30+ years of technical legal expertise in the areas of wealth transfer and preservation strategies, including advanced estate and gift tax planning, sophisticated pre- and post-liquidity event income tax planning, advanced charitable planned giving, multi-generational family governance, business exit planning (aka business succession planning), and domestic and international asset protection planning.
Craig’s personal practice emphasizes a “values-based approach” that looks at both qualitative and quantitative aspects in order to design and implement a comprehensive, multi-generational ‘total wealth’ estate plan that is highly personalized, technically sound, tax efficient, and incorporates the client’s financial, social, emotional and spiritual values and aspirations, in order to establish a meaningful legacy during the client’s lifetime and beyond.
When appropriate and consistent with a client’s objectives and goals, Craig utilizes advanced charitable giving solutions that allow a client to achieve a “win-win-win” in their planning – the client is able to achieve significant tax savings and increased wealth accumulation for the family, while benefiting charitable causes.
Craig and his firm believe in working in “radical collaboration” with clients and their trusted advisors in order to achieve the highest and best results for the client. In this regard, Craig is often added to a client’s existing advisor team in order to provide strategic or tactical wealth design insights and excellence in implementing the selected solutions.
Craig is an accomplished speaker and presenter on multiple wealth planning topics; he frequently provides continuing education to fellow attorneys, accountants, financial advisors, and other groups at local, state, and national programs.
When not spending time with his wife and family, Craig enjoys hiking in the Nevada desert and surrounding areas, and is a life-long avid martial artist.