Lisa H. Lipman

Shareholder, Practice Group Manager, Estate Planning, Probate and Trust Administration
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

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 and irrevocable trusts, decanting irrevocable trusts, and the preparation of powers of attorney and other ancillary estate planning documents. Lisa 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

  • Named to The Best Lawyers in America®  for Trusts and Estates (2021-2022), Corporate Law (2022) and Litigation - Trusts and Estates (2022)
  • Selected as Naples Illustrated "Top Lawyer" - Trusts and Estates (2020-2021)
  • Selected by the Florida Association of Women Lawyers as part of its 2020 class of  “Leaders in the Law”
  • 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 (2010-2019)
  • 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. Alerts
    What You Should Know About Proposed Estate Tax Law Changes (Sep 7, 2021)
    Estate Planning Techniques to Consider In Anticipation of Potential Changes to Estate and Gift Tax Law (Oct 15, 2020)
    Individuals No Longer Have to Take Minimum Required Distributions from Retirement Accounts in 2020 (Mar 30, 2020)
    Estate Planning and COVID-19 – Be Prepared (Mar 27, 2020)
    Estate Planning in the COVID-19 Era (Mar 26, 2020)
  2. Articles
    Bad Boy Clauses and the Good Charities that Use Them - Action Line, A Publication of the Florida Bar Real Property, Probate and Trust Law Section, Vol. XXXXII, No. 4 (Summer 2021)
    Bad RAPutation: How The Rule Against Perpetuities Affects Non-Judicial Modification Of Trusts Under Fla. Stat. § 736.0412 - ActionLine, A Publication of the Florida Bar Real Property, Probate and Trust Law Section, Vol. XXXX, No. 3 (Spring 2019)
    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? - Naples Daily News Special Section, Estate Planning Guide (2018)
    Uh Oh: When Non-Residents Who Own Homes in a Trust Become Florida Residents - Naples Daily News Special Section, Estate Planning Guide (2017)
  3. Firm News
    16 Roetzel Attorneys Recognized as “Top Lawyer” by Naples Illustrated (Sep 1, 2021)
    74 Roetzel Attorneys Named 2022 Best Lawyers in America®; 18 Recognized as Best Lawyers: Ones to Watch (Aug 19, 2021)
    Seven Roetzel Attorneys Named Among Naples Illustrated 2020 Top Lawyers (Sep 1, 2020)
    Seventy Roetzel Attorneys Named to 2021 The Best Lawyers in America© List; Ten Named “Lawyer of the Year” (Aug 20, 2020)
    Lisa Lipman Selected into FAWL’s 2020 Class of Leaders in the Law (May 7, 2020)

Overview

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 and irrevocable trusts, decanting irrevocable trusts, and the preparation of powers of attorney and other ancillary estate planning documents. Lisa 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

  • Named to The Best Lawyers in America®  for Trusts and Estates (2021-2022), Corporate Law (2022) and Litigation - Trusts and Estates (2022)
  • Selected as Naples Illustrated "Top Lawyer" - Trusts and Estates (2020-2021)
  • Selected by the Florida Association of Women Lawyers as part of its 2020 class of  “Leaders in the Law”
  • 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 (2010-2019)
  • 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. Alerts
    What You Should Know About Proposed Estate Tax Law Changes (Sep 7, 2021)
    Estate Planning Techniques to Consider In Anticipation of Potential Changes to Estate and Gift Tax Law (Oct 15, 2020)
    Individuals No Longer Have to Take Minimum Required Distributions from Retirement Accounts in 2020 (Mar 30, 2020)
    Estate Planning and COVID-19 – Be Prepared (Mar 27, 2020)
    Estate Planning in the COVID-19 Era (Mar 26, 2020)
  2. Articles
    Bad Boy Clauses and the Good Charities that Use Them - Action Line, A Publication of the Florida Bar Real Property, Probate and Trust Law Section, Vol. XXXXII, No. 4 (Summer 2021)
    Bad RAPutation: How The Rule Against Perpetuities Affects Non-Judicial Modification Of Trusts Under Fla. Stat. § 736.0412 - ActionLine, A Publication of the Florida Bar Real Property, Probate and Trust Law Section, Vol. XXXX, No. 3 (Spring 2019)
    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? - Naples Daily News Special Section, Estate Planning Guide (2018)
    Uh Oh: When Non-Residents Who Own Homes in a Trust Become Florida Residents - Naples Daily News Special Section, Estate Planning Guide (2017)
  3. Firm News
    16 Roetzel Attorneys Recognized as “Top Lawyer” by Naples Illustrated (Sep 1, 2021)
    74 Roetzel Attorneys Named 2022 Best Lawyers in America®; 18 Recognized as Best Lawyers: Ones to Watch (Aug 19, 2021)
    Seven Roetzel Attorneys Named Among Naples Illustrated 2020 Top Lawyers (Sep 1, 2020)
    Seventy Roetzel Attorneys Named to 2021 The Best Lawyers in America© List; Ten Named “Lawyer of the Year” (Aug 20, 2020)
    Lisa Lipman Selected into FAWL’s 2020 Class of Leaders in the Law (May 7, 2020)