Lisa Casey Labelle

Lisa Casey Labelle, a partner, concentrates her practice on estate planning services for a diverse client base ranging from young families executing an estate plan for the first time to high net-worth individuals. The latter routinely includes more complex planning strategies, such as generation-skipping trusts, spousal trusts, life insurance trusts, and annual gift trusts (commonly called “Crummey” trusts). Lisa also prepares gift tax returns to ensure adequate reporting to the IRS of such gifting strategies. She also provides trust and estate administration services, including the preparation of estate tax returns, fiduciary income tax returns, and trust and estate accountings.

In her prior capacity as a professional trustee for a group of family trusts benefiting multiple generations, Lisa frequently dealt with questions of proper trust administration and the income and gift tax consequences arising from trustee actions.

Lisa’s experience in preparing tax returns allows her to apply her knowledge of the Internal Revenue Service Code and Treasury Regulations to her clients’ real-world scenarios yielding the most favorable outcomes for them.

In 2021, Lisa started a successful solo practice focusing on estate planning and assisting fiduciaries with their tax preparation needs. Prior to that, she was managing partner at a boutique tax, trusts and estates law firm in Boston, Massachusetts.

Lisa is a graduate of Dartmouth College (BA 2005), Cornell Law School (JD 2010), and Boston University School of Law (LLM in Taxation 2017).

Lisa is admitted to practice law in Massachusetts, Florida, and New York. When she is not spending time with her young family she enjoys knitting, puzzles and running. She has run five marathons, including a pair of Boston Marathons.