Lisa provides sophisticated estate and gift tax planning using advanced techniques such as Family Limited Partnerships, Grantor Retained Annuity Trusts, Sale to Intentionally Defective Grantor Trusts and Qualified Personal Residence Trusts.
Lisa advises on generation-skipping transfer tax and planning for multiple generations and also assists with charitable gift planning such as charitable remainder trusts, charitable lead trusts, private foundations and supporting organizations. She also provides advice and guidance on matters involving probate and trust administration.
A frequent speaker on tax and estate planning topics, Lisa received her Certified Public Accountant certificate in 1991.