Lisa is a fierce advocate and results-driven adviser to her clients in all aspects of trusts and estates administration, fiduciary litigation, and estate planning. As a proactive counselor who approaches each situation with efficient and practical solutions, she is skilled in both long-term planning to avoid challenges as well as family dispute resolution when crises or issues arise. Lisa understands that there is no “one size fits all” answer to most problems, and she thrives on adding value by crafting and implementing plans tailored to each client’s needs.
Lisa regularly advises corporate and individual fiduciaries and beneficiaries in all aspects of probate practice, trust administration, and conflict resolution, including representing clients before the U.S. Internal Revenue Service (IRS). As a planner, Lisa brings an inclusive approach that addresses her clients overall needs and values, taking into account tax considerations, financials needs, family dynamics, and strategic long-term goals.