Lisa H. Lipman

Shareholder

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

Shareholder

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

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.

Accomplishments

  • 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

Education

  • J.D., Boston College Law School
  • B.A., Union College
  • M.S., Northwestern University

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

Publications

  • “Charitable Planning Under the New Tax Plan” –  ActionLine, A Publication of the Florida Bar Real Property, Probate and Trust Law Section, Vol. XXXIX, No. 3 (Spring 2018)
  • Joint Trusts: Too Much Togetherness?” – Naples Daily News Special Section, Estate Planning (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" - co-author - Naples Daily News Special Section, Estate Planning Guide (2016)

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