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Lisa Factor Fox, Member

Lisa Factor  Fox

Lisa Factor Fox

Member

lfox@lawfirm.ms

3 Becker Farm Road, Suite 105
Roseland, NJ 07068
Tel: 973-736-4600 x220
Direct Dial: 973-243-7935
Fax: 973-325-7467

Lisa Factor Fox is a Partner of the Firm and concentrates in the areas of Trusts and Estates and tax-exempt organizations. 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 organizations practice includes the representation of private foundations 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)

Fall 2016 Estate Planning Update: The Repeal of the New Jersey Estate Tax, CLICK HERE.

Areas of Practice
Overview

Lisa Factor Fox is a Partner of the Firm and concentrates in the areas of Trusts and Estates and tax-exempt organizations. 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 organizations practice includes the representation of private foundations 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.

Professional Affiliations

New York State Bar Association
(Trusts and Estates Section)

New Jersey State Bar Association
(Member, Real Property, Trust and Estate Law sections)

Publications

Fall 2016 Estate Planning Update: The Repeal of the New Jersey Estate Tax, CLICK HERE.

Areas of Practice
Admissions

State of New York, 1992

State of New Jersey, 2008

Education

University of Pennsylvania School of Law, J.D., Cum laude, 1991

Associate Editor, Law Review

Brandeis University, B.A., Magna cum laude., 1988 Phi Beta Kappa

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