Lisa H. Lipman

Partner

Naples
850 Park Shore Drive
Trianon Centre, 3rd Floor
Naples, FL 34103
P 239.213.3863
F 239.261.3659
E llipman@ralaw.com



Lisa H. Lipman

Partner

Phone: 239.213.3863
Fax: 239.261.3659
Email: llipman@ralaw.com

Lisa focuses her practice on estate and tax planning, estate administration, trust administration, and Florida domicile planning. Her clients include many national banks and other corporate fiduciaries requiring representation in matters involving estates and trusts. She also assists individual clients with all aspects of estate planning and family wealth transfers. She is experienced in the preparation of wills, the preparation and funding of revocable trusts, trusts for minors, and irrevocable life insurance trusts, powers of attorney and other ancillary estate planning documents. She drafts federal estate tax returns and estate planning documents for high net-worth clients and regularly handles the probate of highly complicated estates.

Accomplishments

  • Selected as a "Florida Rising Star" by Florida Super Lawyers magazine (2015)

Education

  • 2005, J.D., Boston College Law School
    • Wendell F. Grimes Moot Court Competition Best Brief Finalist
  • 1995, M.S., Northwestern University
  • 1993, B.A., Union College
    • Recipient of the Wessel Ten Broek Van Orden Writing Prize
    • Dean's List

Professional Affiliations

  • Collier County Women's Bar Association – Executive Board (2010-present), Vice President (2016-2017)
  • Estate Planning Council of Naples
  • Collier County Bar Association

Community Affiliations

  • Naples International Film Festival, Board of Directors, 2011-2016 (President, 2012 & 2013; Past President, 2014)
  • Collier County Medical Alliance, Executive Board (2010-2012)

Publications

  • "Celebrity Estate Planning Mistakes - and How to Avoid Them" - co-author - Naples Daily News Special Section, Estate Planning Guide (2016)
  • “Uh Oh: When Non-Residents Who Own Homes in a Trust Become Florida Residents” – Naples Daily News Special Section, Estate Planning Guide (2017)

Related Media