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.
Lisa enjoys travel, reading, cooking and doing Zumba.