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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.

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.
  • Handles complex asset transfers such as privately held corporate interests, closely held small business interest, intellectual property interests, and unique tangible personal property.
  • Assists non-citizens, non-residents with the administration of NC estates and trusts.
  • Regularly prepares US Estate and Generation Skipping Transfer Tax Returns (Form 706) for multi-million dollar estates.

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)

BAR

North Carolina (2009)
Florida  (2001)

 

COMMUNITY INVOLVEMENT

  • Vice-Chair Advent Health Foundation Hendersonville, Board Member
  • President Jewish Family Services, Board Member
  • Congregation Beth Israel, Former Development Chair, Current Member  
  • Congregation Beth Israel, Former Member of the Board of Trustees for
  • Volunteer with Blue Ridge Honor Flight, Participated in Honor Air Flight from WNC to Washington, DC
  • Make-a-Wish of Southern Florida, Former Chair of Broward Wishmakers
  • Leadership Asheville, Class 36 Graduate

PRESENTATIONS

  • National Business Institute – Estate Planning and Administration: The Complete Guide (Presenter, 2019)
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