See also. About Similar lawyers Contact Reviews Cost. See more Brookfield lawyers Search. Lisa’s areas of focus include family law, consumer finance, contracts, traffic and collections, among others. Lisa also works one-on-one with our Small Business clients through the On-Call Consultants team. For over 20 years, Ms. Burns has concentrated her practice in the areas of tax planning, multi-generational wealth transfers, business succession planning, estate planning and estate administration. The dynasty trust, which is fully generation-skipping tax exempt, will protect and preserve the family business stock from estate tax and creditor claims in future generations, as well as help maintain consistent and orderly management of the company. Lisa graduated Phi Beta Kappa from the University of Kentucky with high honors where she earned her Bachelor of Arts in Political Science. Developed strategy to pass $5 Million family vacation home to the next generation in trust over a term of years by establishing multiple long-term Qualified Personal Residence Trusts (QPRTs) to minimize use of federal gift tax exemption. 29 years of experience District of Columbia Review This Lawyer. Ms. Burns also assists executors and fiduciaries with estate and trust administration matters. Practice Areas. Works as a lawyer. Your IP: 148.251.234.104 Is This the End for Valuation Discounts in Family Wealth Transfers? of the lawyers presented or the particular outcome or result of any unique or particular legal matter. Ms. Burns seeks to protect a family’s well-being by preserving the wealth that has taken a lifetime or more to acquire through creation of a plan to promote family harmony and minimize taxes to the extent feasible. State Year; Massachusetts : 1999: Education. 1997, The Golden Egg? • Attorney Lisa R. Burns is a member of our On-Call Consultants team. See specific details on terms, coverage, pricing, conditions and exclusions in the Personal Legal Plans or Small Business Legal Plans sections of this website. … Ms. Burns is also a member of the Moot Court Team. About Lisa. Her work with clients includes drafting a variety of estate planning documents including wills, revocable trusts, irrevocable insurance and generation-skipping trusts, qualified personal residence trusts, charitable trusts, durable powers of attorney and healthcare proxies. Prior to joining WFJ, Lisa ran a successful solo practice concentrating on family and criminal law. LegalShield provides information only and does not provide legal advice or participate in any legal representation. North Coast Family Law Center. North Coast Family Law Center. For statistics on actual earnings please review the Income Disclosure Statement here. Another way to prevent getting this page in the future is to use Privacy Pass. 225 State Street. Region: Neither LegalShield nor its officers, employees or sales associates directly or indirectly provide legal services, representation or advice. She is able to share this unique experience and perspective with clients who are in the midst of family law issues where a Guardian ad Litem is currently involved. Lisa Burns Update your profile now! Company Website. Completing the CAPTCHA proves you are a human and gives you temporary access to the web property. Variable Universal Life Insurance, The Washington Lawyer, Nov./Dec. Lisa Burns ’18 is a Beasley Scholar and a Law & Public Policy Scholar at Temple University Beasley School of Law. Business and Corporate Law: Elder Law: Healthcare Law: Tax Law: Estate Planning: License. For Better or for Worse: Spousal Rights in Retirement Plans, Summary of the Tax Cuts and Jobs Act prepared by the US House of Representatives Committee on Ways and Means, “Plan Now for The Inevitable: What Business Owners Need to Know About Estate Planning” by Lisa Weinstein Burns for CBS. During this time, Lisa had the opportunity to serve as a Guardian ad Litem for numerous family law cases. Contact. The benefits and prices described are not available in all states and Canadian provinces. Estate planning is one of the most important investments a person can make. Oklahoma Lisa Burns. Brookfield, WI; Licensed for 26 years; View contact info. Case studies are actual LegalShield member experiences. See more Carlsbad Mediation lawyers. This attorney is not active on Avvo. About Lisa Weinstein Burns. Lisa Burns Wagner, Falconer & Judd Ltd 325 N Corporate Dr Ste 100 Brookfield , WI , 53045-5828 United States (262) 792-1818 This attorney is not active on Avvo. Designed a transfer strategy utilizing Grantor Retained Annuity Trusts (GRATs) to move appreciation from targeted assets from parent to trust for children while minimizing transfer taxes and enabling parent to retain an interest in the principal asset. Not yet reviewed. Ms. Burns approaches estate planning as a holistic process. (Shareholder and Co-Chair of Trusts & Estates Group), Rackemann, Sawyer & Brewster, P.C. Rimon Adds Tax and Estate Planning Attorney Lisa Weinstein Burns as Partner in Boston Office, Ruberto, Israel & Weiner, P.C. Ms. Burns has achieved an AV Preeminent Rating in Martindale Hubbell from her peers, which is the highest possible rating for both ethical standards and legal ability.