Lisa Factor Fox is counsel to the firm and concentrates in the areas of Trusts and Estates and tax-exempt private foundations. Lisa’s Trusts and Estates practice focuses on the preparation of wills and trusts, as well as the structuring and implementation of sophisticated estate and transfer tax plans for entrepreneurs and high-net-worth individuals, including plans for family wealth transfer and philanthropic purposes. Her practice also includes the management of estate and gift tax examinations, and all other aspects of complex estate and trust administration. Her tax-exempt private foundations practice includes representation from formation through dissolution, monitoring compliance with state and federal regulations, advising on administrative matters (with particular emphasis on grant-making activities), and analyzing annual foundation information returns.
New York State Bar Association
(Trusts and Estates Section)
New Jersey State Bar Association
(Member, Real Property, Trust and Estate Law sections)