Lisa has unique experience providing expert guidance to clients planning their lifetime gifting objectives, avoiding conservatorship, and transferring property at death through wills, trusts, and powers of attorney. She creates a customized plan for each client and provides ongoing support.
Lisa brings 9 years of experience in the financial industry administering trusts as a corporate trustee, assisting trustees during administration, and working with financial institutions.
She has specialized training to address the specific needs of older clients who may need additional support in the planning process and the administration.
Reach out to Lisa today through her website for a complimentary consultation.
Lisa's law license is under Elisabeth A. Lambert.