Lisa M. Rothman

Lisa helps surviving spouses, children, and fiduciaries through the probate process. She handles the preparation and filing of court documents, and assists with the coordination of disbursements to creditors and distributions to beneficiaries. She works with fiduciaries to prepare court accountings and consolidate supporting documents. Lisa also advises trustees regarding the creation, funding, and administration of irrevocable trusts. She regularly coordinates with financial advisors, accountants, other attorneys, government entities and financial institutions to secure timely and thorough administration of complex estates and trusts.

Contact Information

Office: 828.254.8800

lrothman@mwblawyers.com

48 Patton Avenue
P.O. Box 3180
Asheville, North Carolina 28802-3180

Client Successes

  • Successfully assists beneficiaries with asset determination, location, consolidation and distribution

  • Compassionately guides surviving spouses through estate administration process
  • Effectively assists clients in securing benefits from non-probate assets such as pay on death accounts, IRAs, 401ks, pensions, life insurance and stock options

  • Works closely with financial advisors and tax planners to avoid or minimize tax burdens to beneficiaries

Community Involvement

In the community, Lisa’s service includes participation in organizations such as:

  • Former Member of the Board of Trustees for Congregation Beth Israel

  • Former Development Chair for Congregation Beth Israel

  • Participated in Honor Air Flight from WNC to Washington, DC

  • Former Chair of Broward Wishmakers, Make a Wish of Southern Florida

Bar

North Carolina (2009)

Florida  (2001)

Education

University of Miami School of Law (J.D., cum laude, 2001)

University of Miami School of Business Administration (M.B.A., 2001)

University of Florida, (B.A., cum laude, 1997)