Experience at Work
Lisa is known for the time and effort she invests in her clients. Practical, compassionate and attentive, she seeks to understand her clients in a way that addresses both individual and collective objectives. Lisa takes the time to get to know her clients in a way that manages and builds sustainable planning and relationships. Lisa began her career working in corporate and real estate law. Most of the families she works with have real estate or corporate holdings, thus her experience adds great value to her clients.
Awards & Recognition
Awards
- The Best Lawyers in America® | Trusts and Estates, St. Louis (2019 – Present)
Recognition
- American College of Trust and Estate Counsel, Heart of America Fellows Institute, Fellow
Memberships & Associations
Current Leadership Positions
- Girls in the Know | Board of Directors
- Bar Association of Metropolitan St. Louis – Tax Section | Chair
- Mizzou Tax and Transactional Law Society | Board Member
Past Leadership Positions
- Shakespeare Festival St. Louis | Steering Committee for Party on Art Hill (2016)
- Immacolata School | Volunteer Coordinator (2014 – 2016)
Professional Organizations
- Bar Association of Metropolitan St. Louis | Tax Section
- Mizzou Tax and Transactional Law Society
Civic & Community
- Girls in the Know
- Shakespeare Festival St. Louis
- Immacolata School
Education
Educational Background
- LL.M., Taxation, Boston University (2000)
- J.D., University of Missouri School of Law (1999)
- B.A., English, University of Missouri (1996)
Knowledge & Insights
Speaking Engagements
- Drafting Effective Wills & Trust: Basic Tax Considerations – What You Need to Know in Order to Choose the Appropriate Plan. St. Louis, MO. (2014)
- Estate Planning Seminar. Women’s Financial Education Series. St. Louis, MO. (2013)
- The Fiduciary Exception to the Attorney Client Privilege. St. Louis, MO. (2012)
Firm Programs
- Taking the Sting out of Generosity: Navigating Federal Gift Tax Rules and Potential IRS Controversies. Capes Sokol Tax Controversy Symposium. St. Louis, MO. (2019)
Firm Insights
Admissions & Qualifications
Bar & Court Admissions
- Missouri
- Kansas
- Massachusetts
- U.S. Tax Court