Biography

Lisa is a specialist with over 20 years of experience administering complex trusts and estates as well as preparing federal and state estate tax returns. She provides a high level of family office services for wealthy multigenerational families in diverse locations with diverse needs. Lisa’s personal way of communicating advanced level tax and estate planning concepts and trust terms with clients builds confidence, enables effective collaboration, and promotes an overall positive and successful client experience.

Lisa customizes administration plans to focus on each client’s unique needs. She manages client service by collaborating with trustees, personal representatives, grantors, beneficiaries, investment advisors, accountants, and other professionals to ensure the administration of each trust and estate is carried out in accordance with estate plans, fiduciary standards, and in compliance with federal and state tax laws. She routinely interprets and implements sophisticated estate plans; advises on trust provisions and on administrative and tax decisions; creates and coordinates trust funding plans; oversees court related matters and filings; handles overall estate administration and settlement; and manages real estate, business, and other special assets as part of the administration of trusts and estates. Lisa often utilizes her expertise to consult and collaborate on fiduciary litigation cases with Verrill litigation attorneys through strategic planning and mediation and trial preparation.

Prior to joining Verrill, Lisa was with the Wealth Management Group at Choate Hall & Stewart, the Private Clients Group at WilmerHale, and she started her career with a boutique law firm in Wellesley, Massachusetts.

Services/Industries

Education

  • Fordham University  (B.A.)
    • Economics and Political Science

Memberships

  • Certified Trust and Financial Advisor, American Bankers Association

Firm Highlights

News

New COVID-19 Vaccine Mandate Impacts Many Maine Employers and Workers

Matter

Copyright Litigation: Software

Defended equipment manufacturer in copyright dispute involving firmware for digital subscriber line access multiplexers (“DSLAMs”). Case resolved favorably.

Blog

Longtime Verrill Attorney Begins New Role as Senior Advisor at Maine Governor’s Energy Office

Matter

Trademark Litigation: Software

Represented trademark owner in litigation with foreign software company. Successfully defeated motion to dismiss on jurisdictional grounds, which was affirmed on appeal. Also successfully defeated summary judgment motion, which resulted in case settling before...

Publication/Podcast

Employee Benefits & Executive Compensation 2021 Summer Client Advisory

Click here to view as a PDF. This Client Advisory summarizes developments in the law governing employee benefit plans prompted by the COVID-19 pandemic. We explain what these developments mean for plan sponsors and...

Blog

HR Power Hour with Scot Mattox - What's Covered? Identifying Impairment in the Workplace

Publication/Podcast

Using Legal Project Management in Merger and Acquisition and Joint Venture Transactions, Third Edition

Dennis J. White co-edited the 2021 American Bar Association publication entitled Using Legal Project Management in Merger and Acquisition and Joint Venture Transactions: A Guidebook for Managing Deals More Efficiently and Effectively, Third Edition...

Publication/Podcast

Workers' Compensation and Employers' Liability Committee

In the spring of 2021, employment and labor attorney Beth Smith published an article in the American Bar Association's The Brief publication. Entitled "Workers' Compensation and Employers' Liability Committee," Beth discusses how this committee...

Blog

Self-Insured Group Health Plan Sponsors: Action Steps to Mitigate Risk Under the Mental Health Parity and Addiction Equity Act

The Mental Health Parity and Addiction Equity Act (“MHPAEA”) provisions of the Consolidated Appropriations Act, 2021 (“CAA”) introduced a requirement that group health plans and insurance providers offering both medical and surgical benefits (“M/S...

News

65 Verrill Attorneys Recognized by Best Lawyers® 2022, Including Eight Named Lawyers of the Year

(August 31, 2021) – 65 Verrill attorneys were recognized as "Best Lawyers" by Best Lawyers® 2022 , including 8 attorneys named “Lawyer of the Year,” a distinguished recognition for only a single lawyer in...

Contact Verrill at (855) 307 0700