Overview
Lisa counsels individual and corporate fiduciaries with respect to probate matters, trust accountings, and the ongoing administration of trusts and estates. Her work in the estate administration area includes post-mortem tax planning and income tax planning.
Deeply familiar with the fundamentals and nuances of estate planning and estate and trust administration, Lisa is among a small cadre of go-to attorneys for high net worth individuals in her native New York, in New Jersey and beyond. She drafts wills and trusts using generation-skipping transfer tax planning, marital deduction planning and other sophisticated techniques for the succession of family wealth.
Personal Interests
Lisa enjoys travel, reading, cooking and doing Zumba.
Related Services
Related Industries
Credentials
Bar Admissions
New Jersey
New York
Education
Benjamin N. Cardozo School of Law
J.D. magna cum laude, Cardozo Law Review (1985)
CUNY Brooklyn College
B.A. summa cum laude, Phi Beta Kappa (1982)
Insights & Events
Latest
Insights
Other Perspectives
- Stretching Expectations: Planning with the New Life Expectancy Tables for Retirement Plans’ Required Minimum Distributions
Republished in Employee Benefit Plan Review, June 2022
Leadership & Community
Professional Associations
- American Bar Association — Section of Real Property, Probate and Trust Law
- New Jersey Bar Association
- New Jersey Women Lawyers Association
Civic Activities
- Highland Park, New Jersey Public Library — Trustee, 2004-present
Firm Leadership
- Leader, Private Client Practice Group
- Drinker Biddle & Reath LLP — Managing Partner, 2012-16, 2018-20; Chair, Private Client Group, 2006-20
Honors
No aspect of these recognitions has been approved by the highest court of any state.