Working with clients regularly often raises questions and opportunities around estate planning strategies. Join us as we review the basics of estate planning strategies with a review of types of testamentary trusts and trusts that can be created during life to account for various needs.
This course will ground you in the important fundamental aspects of taxable estates in today’s environment. Detailed information will be shared through stories helping you further understand the options your clients may have when it comes to ensuring they have addressed important aspects of their estate plans.
Lisa is the primary resource for Trust and Estate planning strategies for clients of The Flagler Group at Morgan Stanley. Her fascination with getting to know people, a penchant for planning, and a love of solving puzzles led her to become a Trust and Estate Attorney (non-practicing at Morgan Stanley) over 23 years ago. Lisa has never stopped working on what she believes to be the most critical skill – listening. As a result, she spends time learning about each clients' passions, fears, dreams, and principles and reflects these in their estate planning strategies. By looking at all of the pieces together, she can uncover opportunities to help make the lives of each client easier and their legacies stronger.
Lisa returned to Morgan Stanley (and its predecessor firms) in 2020, having spent almost ten years at Wells Fargo Private Bank, most recently as the Senior Director of Planning for the Southwest region, where she led a team of wealth planning managers and trust and estate specialists whose credentials included JDs, CPAs, and CFPs. During her initial tenure at Morgan Stanley, she consulted with Financial Advisors and their clients to assess their current estate planning strategies and present ideas on how to improve them. Lisa has been a subject matter resource, having multiple articles published in academic and trade journals, being interviewed for diverse media channels, and conducting seminars on various estate planning topics.
Lisa was actively involved in advisory committees for her local hospital and school district while in New York. She has led Diversity and Inclusion councils and committees throughout her career. She currently serves on the Board of Directors for Girls Empowerment Network, whose mission is to empower girls by teaching them self-efficacy. She is passionate about this work, having also previously established a group that supported women in achieving their financial goals, honoring their contributions to their communities, and providing them with planning resources.
Lisa graduated from Seton Hall University School of Law in 1997 and obtained her Master of Laws (LLM) in Taxation from Villanova University School of Law in 2002. She was raised in New York City and moved from Westchester County, NY to Austin, TX in 2016 with her husband, Elwyn, and two daughters. As avid Crossfitters, Lisa and her husband (who also owns a Crossfit gym) have instilled in their children the importance of physical fitness, resilience, and community, teaching them from an early age that whether you believe you can or you can’t, you are right.