Among her many accomplishments, Lisa has assisted clients with the successful administration of conservatorship, guardianship, and decedent's estates (both large and small). This includes federal estate tax clearance with minimal audits and delays.
Lisa has also helped resolve significant individual income tax matters with the IRS and has expertise in estate and gift tax as well as fiduciary income tax and fiduciary accounting.
Lisa earned an AAS degree in paralegal from Ferris State University and graduated with the highest distinction. Additionally, she belongs to and is a past treasurer of the State Bar of Michigan Paralegal/Legal Assistant Section and is a member of the Ingham County Bar Association.
Honors & Recognitions
National Association of Legal Assistants
Memberships & Affiliations
- State Bar of Michigan, Legal Assistants Section, Former Treasurer
- Ingham County Bar Association