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

Matter

Representative Litigation Matters

Represented one of the nation's largest geotechnical subcontractors in claims against a major general contractor arising from construction of pier improvements at an East Coast naval facility Led defense trial team in a four-week...

News

Nine Verrill Attorneys Named Top Lawyers in Fairfield County

(April 8, 2021) – Verrill is pleased to announce nine of the firm’s attorneys in its Westport, Connecticut office were ranked as Top Lawyers in Fairfield County by Moffly Media, the publishers of popular...

Publication/Podcast

The Massachusetts Supreme Judicial Court Clarifies the Contours of the Attorney-Client Privilege and Work Product Doctrine in Internal Investigations

In Attorney General v. Facebook, Inc. , No. SJC-12496 (March 24, 2021), [i] the Massachusetts Supreme Judicial Court clarified the scope of protection afforded by the attorney-client privilege and the work product doctrine to...

News

Verrill Attorney Gregory Fryer Recognized as Top Author in JD Supra 2021 Readers Choice Awards

(April 8, 2021) – Verrill attorney Gregory Fryer was recognized as a top author for finance and banking in JD Supra’s 2021 Readers Choice Awards . The top ten authors were selected for each...

Publication/Podcast

Employers Required to Give Free COBRA Coverage to be Offset by Medicare Tax Credits

Among other things, the American Rescue Plan Act of 2021 (“ARPA”), signed into law on March 11, 2021, provides “assistance eligible individuals” (“AEIs”) who lose their health insurance coverage under an employer’s group health...

Blog

ESG Ping-Pong®

The recent regulatory back-and-forth over the investment of ERISA-governed retirement plan assets based on environmental, social, and corporate governance (“ESG”) factors has demonstrated that ESG investing will remain under an intense spotlight for some...

Blog

Verrill Attorneys Present on Issues in Maine Energy and Electric Utility Regulation

The energy and environmental landscape is constantly evolving. On Tuesday, April 22, 2021, Halfmoon Education Inc. presents a full-day, virtual program, "Issues in Maine Energy and Electric Utility Regulation," which will highlight the current...

Event

Issues in Maine Energy and Electric Utility Regulation

On Thursday, April 22 attorneys Bill Harwood and Scott Anderson will be presenting for HalfMoon Education Online Learning's Issues in Maine Energy and Electric Utility Regulation, an interactive webinar. In the webinar, attendees will...

Matter

Verrill Helps Hancock Solar Project Obtain MDEP Permit, Protect Upland Sandpipers

The 14-megawatt Hancock Solar project in the town of Hancock, Maine has obtained its Site Law permit from the Maine Department of Environmental Protection. Verrill assisted the project with environmental permitting, which included the...

Blog

Identifying Plan Assets in ERISA Health & Welfare Plans

Last month, we advised readers of this blog to consider efforts to formalize the fiduciary governance of their health and welfare benefit plans. In that post , we described some of the reasons that...

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