Overview
Lisa practices in the areas of estate planning, wealth preservation and transfer, trust administration, probate, and transactional corporate law. Her primary focus is crafting estate plans that are tailored to meet her client’s individualized needs through focusing on sophisticated estate planning techniques, wealth preservation, and asset protection planning strategies. She is well-versed in gift, estate, and generation-skipping transfer taxes and works closely with the client’s CPA, wealth managers, and other trusted advisors to structure plans that benefit future generations and support charitable giving plans. Lisa works closely with clients to help them understand how to best address the issues they face or how to avoid future disputes. Lisa’s transactional practice includes corporate compliance and governance matters, employment matters, and succession planning for small businesses.
The vibrant Pacific Northwest landscape brought Arizona native Lisa to Portland, and in her time away from the office she enjoys volunteering in the community and exploring the region with her three children.
Associations
Multnomah Bar Association
Oregon Women Lawyers
Practice Areas
Education
- Lewis & Clark Law School, J.D., cum laude
- University of Arizona, B.A., summa cum laude
Admissions
- Oregon State Bar
- Washington State Bar
