Lisa represents individuals and families with sophisticated estate planning, trust and estate administration, tax planning, family business succession planning and charitable giving. Lisa also advises tax-exempt institutions’ development and planned giving departments.
Lisa's areas of experience include:
- Sophisticated Estate and Tax planning
- Estate, Gift and Fiduciary Taxation, including representing fiduciaries in estate tax audits
- Estate and Trust Administration
- Charitable Planned Giving
- Representation of exempt organizations from private foundations to public charities with regards to obtaining and maintaining exempt status, major gift planning and obtaining state approvals for gift annuity programs
- Asset Protection Planning
- Elder Law Planning
Lisa is a noted lecturer on charitable giving and various trusts and estates topics. She has spoken before the New York State Bar Association, the Westchester County Bar Association, the Westchester Women’s Bar Association, educational institutions and tax-exempt organizations. She has contributed to Tax Planning Tips for Professional Advisors, the newsletter of the United Jewish Appeal-Federation of Jewish Philanthropies of New York. Lisa has also appeared on Westchester County’s local cable show “Financial Planning with Legal Ease."