Lisa Simone’s practice is focused on the area of wealth management, estate planning and trusts.
Lisa advises on the development and implementation of complex and cohesive estate and tax planning transactions for both individual and institutional clients. Her work includes the drafting of wills and powers of attorney, and the implementation of various trust structures, including spousal trusts, Henson Trusts, discretionary family trusts, alter ego trusts, and joint partner trusts.
Lisa currently works on a part-time basis.
