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Lisa M. Stern

Senior Counsel at Proskauer Rose LLP
New York, New York
Lisa is a Senior counsel in the New York office of Proskauer Rose LLP. Her practice emphasizes all aspects of estate planning, estate and trust administration, and estate and trust related litigation. Lisa assists a wide range of moderate to high net worth individuals and families with developing suitable estate plans to maximize and protect the transfer of wealth to future generations. In addition, she prepares prenuptial agreements, forms limited liability companies, partnerships and private foundations, and has experience with life insurance planning. Lisa has extensive experience with will contests and other estate- and trust-related litigations and has handled numerous IRS estate tax audits.

Lisa's many publications and awards include Estate Planners and Probate Litigators Collaborate to Guard Against Will Contests, Estate Planning Journal (co-wrote with Leonard S. Baum, June 2010) ; Will Contests - Red Flags of Discourage, Steve Leimberg's Estate Planning Newsletter #1488 (July 8, 2009); Extra Precautions Reduce Likelihood that Will Contest Will Succeed, N.Y.L.J. (co-wrote with Jay D. Waxenberg, Sept. 2008); An Ounce of Prevention, Trusts and Estates (Aug. 2008); 2011 to 2012 John S. Nolan Fellow of the ABA Section of Taxation.

About Me

What topics have you lectured or presented on?
Estate Planning: Anticipating and Preparing For Estate Litigation, Estate Planning for a Mobile Population and many others.
What professional recognitions do you have?
New York Super Lawyers "Rising Stars," Estate Planning & Probate 2011-2013

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Associations

Association Position
American Bar Association Past chair of the Fiduciary Income Tax Committee
American Bar Association Member, Section of Taxation - Estate and Gift Tax Committee
Estate Planning Council of New York City Member

Education

School Degree Graduation Year
St. John's University School of Law J.D. 1998
New York University M.B.A. 2003
Hofstra University B.A. 1995

Contact Information

Proskauer Rose LLP

11 Times Sq
New York, NY 10036