Primary Office
Lisa LaFourcade is a certified specialist in estate planning, trust and probate law by the California State Board of Legal Specialization.
Her practice focuses on advising high-net-worth individuals, privately held businesses, and charitable organizations. Her areas of practice include:
- Estate, gift, capital gains and income tax planning
- Advanced wealth and business succession planning
- Charitable planning
- Capital gains tax deferral techniques
- Corporate structuring for private businesses
- Asset freeze techniques
- Insurance planning
- Trust tax planning and administration
Early her career, Lisa garnered extensive experience as a trial attorney. She successfully litigated major cases involving significant probate disputes and will contests, contractual matters, creditor’s rights/bankruptcy matters, business torts and commercial real estate issues.