Overview

Lisa is a fierce advocate and results-driven adviser to her clients in all aspects of trusts and estates administration, fiduciary litigation, and estate planning. As a proactive counselor who approaches each situation with efficient and practical solutions, she is skilled in both long-term planning to avoid challenges as well as family dispute resolution when crises or issues arise. Lisa understands that there is no “one size fits all” answer to most problems, and she thrives on adding value by crafting and implementing plans tailored to each client’s needs.

Lisa regularly advises corporate and individual fiduciaries and beneficiaries in all aspects of probate practice, trust administration, and conflict resolution, including representing clients before the U.S. Internal Revenue Service (IRS). As a planner, Lisa brings an inclusive approach that addresses her clients overall needs and values, taking into account tax considerations, financials needs, family dynamics, and strategic long-term goals.

  • Experience

    • Advising fiduciaries and beneficiaries through the estate and trust administration process and probate practice.
    • Guiding families looking to resolve conflicts through settlement and mediation.
    • Representing clients before the Internal Revenue Service in Form 709, Form 706, and Global High Wealth audits.
    • Counseling fiduciaries in all aspects of litigation, from inception through appeal with a particular focus on risk assessment and resolution strategies.
    • Educating clients on wealth transfer techniques and succession planning.
  • Credentials

    Education

    • DePaul University College of Law, J.D., 2009, magna cum laude
      Depaul Law Review
      , Member
      Order of the Coif
    • DePaul University, B.M., Viola Performance, 2005, high honors
    • DePaul University, B.M., Performing Arts Administration, 2005, high honors

    Bar Admissions

    • Illinois

            Professional Memberships

            • American Bar Association
            • LGBT Bar Association
          • Insights

            TITLE
            News Release

            Schiff Hardin Continues Strategic Expansion with Three Estate Planning Lawyers in New York and Chicago

            Schiff Hardin has continued to expand its Private Clients, Trusts and Estates Practice Group with the addition of three attorneys in its New York and Chicago offices. Stephen Liss, a former senior wealth strategist for UBS Financial Services and Barclays, joins as a partner in the firm’s New York office.

            Other Publications

            • “Gifts to Caretakers: Acts of Gratitude or Disguised Malfeasance?  New Statutes May Decide For Us,” (co-author) ABA Real Property, Trust and Estate Law Section, Property & Probate Magazine (May 2015)