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 serves 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 Legal 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
- Keystone State Strengthens Its Irrevocable Trusts with Grantor Trust Rules
Republished by Pennsylvania Institute of Certified Public Accountants, February 2024 - 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
- Princeton Area Community Foundation — Professional Advisor Recognition Society
- Highland Park, New Jersey, Public Library — Trustee, 2004-22
- Mercer County Estate Planning Council
Firm Leadership
- Leader, Private Client Practice Group
- Drinker Biddle & Reath LLP — Managing Partner, 2012-16, 2018-20; Chair, Private Client Group, 2006-20
Honors
- New Jersey Law Journal — New Jersey Legal Awards, “Best Mentor” finalist, 2024
This award is conferred by The New Jersey Law Journal. A description of the selection methodology is available here. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
- Best Lawyers®— Trusts and Estates, 2016-23
This award is conferred by Best Lawyers. A description of the methodology is available here. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
- Executive Women of New Jersey — “Trailblazing Policy Maker,” 2022
This award is conferred by the Executive Women of New Jersey. A description of the selection methodology is available here. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
- New Jersey Super Lawyers — 2018-22
This award is conferred by Thomson Reuters. A description of the selection methodology is available here. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
No aspect of these recognitions has been approved by the highest court of any state.