Lisa Ann Landry
Lisa Ann Landry, an associate, focuses her practice in the area of trusts and estates, including estate planning, tax, and trust and estate administration, for a variety of clients, ensuring that they have structured their plans to accomplish their goals, reduce the overall taxes for the family, simplify the transfer of funds following death, and provide for family and friend in accordance with their wishes. Such holistic, tailored plans often include special needs planning, charitable giving, business considerations, and advanced planning techniques to preserve assets.
Prior to joining the firm, Lisa Ann worked as an associate attorney focused in trusts & estates, tax, special needs, and elder law, working on matters at all stages from initial meetings and planning through appeals of benefits. She also presented to groups of individuals and professionals on the same topics. Her past experience includes trusts & estates, tax, business, corporate law, investments & finance, fiduciary law, succession planning, elder law, and work at a general practice.
Lisa Ann is a graduate of Boston University School of Law (J.D., cum laude, 2015) and Bentley University (B.S. in Management with High Distinction and in LSM: Ethics and Social Responsibility with Minor in Law, magna cum laude, 2012). While at Boston University School of Law, Lisa Ann worked as a research assistant for Tamar Frankel; was an Articles Editor for the Review of Banking and Financial Law; published a Development Article; wrote her note on succession planning for professionals; and studied abroad in an International Business Law program at Bucerius Law School in Hamburg, Germany.
She is admitted to practice in Massachusetts and Rhode Island.