Lisa H. Lipman

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

• Corporate & Transactional
• Wealth Transfer & Succession Planning
• Estate Planning
• Probate & Trust Administration

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

Bar Admissions

1. Florida
2. Massachusetts
3. South Carolina

Court Admissions

1. U.S. District Court, District of Massachusetts

• Named to The Best Lawyers in America®  for Trusts and Estates (2021-2024), Corporate Law (2022-2024) and Litigation - Trusts and Estates (2022-2024)
• Selected as Naples Illustrated "Top Lawyer" - Trusts and Estates (2020-2023)
• 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)

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)