Lisa Canarick is experienced in the areas of estate planning, wealth transfer, business succession and estate administration, with a focus on moderate, high and ultra-high net worth individuals.
She counsels clients to implement both simple and sophisticated estate plans with an emphasis on minimizing U.S. estate, income and generation-skipping transfer taxes. Lisa advises individuals and families through all phases of the process to create an estate plan based on the individual’s specific needs. She also works with families, fiduciaries, wealth management professionals, court and federal and state taxing authorities regarding all stages of trust and estate administration.