Lisa H. Lipman

Shareholder
Naples
850 Park Shore Drive
Trianon Centre, 3rd Floor
Naples, FL 34103
P 239.213.3863
F 239.261.3659
P 239.213.3863 | F 239.261.3659



Overview

Ms. Lipman 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 and irrevocable trusts, decanting irrevocable trusts, and the preparation of powers of attorney and other ancillary estate planning documents. Ms. Lipman drafts federal estate tax returns and estate planning documents for high net-worth clients and regularly handles complex trust administration and probate proceedings for highly complicated estates.

Services

Education

  1. Boston College Law School, J.D.
  2. Northwestern University, M.S.
  3. Union College, B.A.

Credentials

Bar Admissions
  1. Florida
  2. Massachusetts
  3. South Carolina
Court Admissions
  1. U.S. District Court, District of Massachusetts

Recognitions

  • Graduate, Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC), 2018
  • Selected as a "Florida Rising Star" by Florida Super Lawyers magazine, 2015

Affiliations

Professional Affiliations
  • Collier County Women's Bar Association – President, 2017-2018, Executive Board, 2010-present
  • Estate Planning Council of Naples
  • Collier County Bar Association
Community Affiliations
  • Artis-Naples, Board of Directors, 2017-present
  • Naples International Film Festival, Board of Directors, 2011-2016 President, 2012 & 2013; Past President, 2014

Insights

  1. Alert
    Evaluating the Fitness of Your Estate Plan for 2018 in Light of the Tax Cuts and Jobs Act (Mar 8, 2018)
  2. Articles
    Charitable Planning Under the New Tax Plan - ActionLine, A Publication of the Florida Bar Real Property, Probate and Trust Law Section, Vol. XXXI (Spring 2018)
    Joint Trusts - Too Much Togetherness? (Mar 4, 2018)
    Uh Oh: When Non-Residents Who Own Homes in a Trust Become Florida Residents - Naples Daily News Special Section, Estate Planning Guide (2017)
    Celebrity Estate Planning Mistakes - and How to Avoid Them - Naples Daily News Special Section, Estate Planning Guide (2016)
  3. Firm News
    Roetzel Represents C.S.I. Enterprises, Inc. in $600 Million Acquisition by Edenred (Nov 28, 2018)
    Roetzel's Florida Super Lawyers and Rising Stars Named (Jun 15, 2015)

Overview

Ms. Lipman 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 and irrevocable trusts, decanting irrevocable trusts, and the preparation of powers of attorney and other ancillary estate planning documents. Ms. Lipman drafts federal estate tax returns and estate planning documents for high net-worth clients and regularly handles complex trust administration and probate proceedings for highly complicated estates.

Education

  1. Boston College Law School, J.D.
  2. Northwestern University, M.S.
  3. Union College, B.A.

Credentials

Bar Admissions
  1. Florida
  2. Massachusetts
  3. South Carolina
Court Admissions
  1. U.S. District Court, District of Massachusetts

Recognitions

  • Graduate, Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC), 2018
  • Selected as a "Florida Rising Star" by Florida Super Lawyers magazine, 2015

Affiliations

Professional Affiliations
  • Collier County Women's Bar Association – President, 2017-2018, Executive Board, 2010-present
  • Estate Planning Council of Naples
  • Collier County Bar Association
Community Affiliations
  • Artis-Naples, Board of Directors, 2017-present
  • Naples International Film Festival, Board of Directors, 2011-2016 President, 2012 & 2013; Past President, 2014

Insights

  1. Alert
    Evaluating the Fitness of Your Estate Plan for 2018 in Light of the Tax Cuts and Jobs Act (Mar 8, 2018)
  2. Articles
    Charitable Planning Under the New Tax Plan - ActionLine, A Publication of the Florida Bar Real Property, Probate and Trust Law Section, Vol. XXXI (Spring 2018)
    Joint Trusts - Too Much Togetherness? (Mar 4, 2018)
    Uh Oh: When Non-Residents Who Own Homes in a Trust Become Florida Residents - Naples Daily News Special Section, Estate Planning Guide (2017)
    Celebrity Estate Planning Mistakes - and How to Avoid Them - Naples Daily News Special Section, Estate Planning Guide (2016)
  3. Firm News
    Roetzel Represents C.S.I. Enterprises, Inc. in $600 Million Acquisition by Edenred (Nov 28, 2018)
    Roetzel's Florida Super Lawyers and Rising Stars Named (Jun 15, 2015)