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Lisa M. Rico
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Lisa M. Rico

Practice areas:

Estate Planning, Probate, Tax

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Practice Areas

Licensed since 1991

  1. Estate Planning: 80%
    21 years
  2. Tax: 10%
    21 years
  3. Probate: 10%
    21 years

Payment

Fees:

Fixed (Sometimes)

Attorney Endorsements

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Contact Info

Rico, Murphy & Diamond LLP

75 Second Avenue.
Suite 605
Needham, MA, 02494

Resume

License

StateStatusAcquiredUpdated
MDActive199508/11/2014
NYCurrently registered 199403/13/2015
MAActive199204/17/2015
CTActive199108/14/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Accredited Estate Planner (AEP®)National Association of Estate Planners & Councils2014

Work Experience

TitleCompany NameDuration
PartnerRico, Murphy & Diamond LLP2014 - Present
PartnerShea, Diamond, Rico & Murphy LLP2014 - 2014
PartnerShea, Diamond & Rico LLP2012 - 2014
PartnerGilmore, Rees & Carlson, P.C.2010 - 2012
PartnerMcCarter & English, LLP (Formerly Gadsby Hannah, LLP)2005 - 2010
AssociateGadsby Hannah, LLP1998 - 2005

Associations

Association NamePosition NameDuration
American Bar AssociationGroup Chair of RPTE's Business Planning Group2013 - Present
Boston Estate Planning CouncilChair, Program Committee2013 - 2014
Massachusetts Bar Association, Probate Law SectionMember2012 - Present
American Bar AssociationGroup Co- Vice Chair of RPTE's Business Planning Group2011 - 2013
American College of Trust and Estate CounselFellow2011 - Present
Massachusetts Bar Association, Tax CouncilChair2010 - 2012

Publications

Publication NameTitleDate
MCLE's A Practical Guide to Estate Planning in MassachusettsBasic Strategies to Preserve and Protect the Family Business2013
MCLE's Drafting Irrevocable Trusts in MassachusettsIrrevocable Trusts Holding S Corporation Stock2013
Probate & Property magazine (ABA)Get Ready for the 3.8% Tax on Net Investment Income2013
Probate & Property magazine (ABA)Estate Planning with Portability in Decoupled States2013
SumNews, The Newsletter of the Massachusetts Society of Certified Public Accountants, Inc.®Estate Planning with Portability: What You Need to Know2012
Probate & Property magazine (ABA)Borrowing For Postmortem Liquidity, Part 2 - A Primer On IRC § 61662011
Probate & Property magazine (ABA)Borrowing for Postmortem Liquidity, Part 12010

Education

School NameMajorDegreeGraduated
New York University School of LawTaxLLM1994
Western New England College School of LawLawJD - Juris Doctor1991

Speaking Engagements

Conference NameTitleDate
MBA's First Annual Probate Law ConferenceBasic Estate Planning for Married Couples2013
ABA Section of Real Property, Trust & Estate Law/Section of Taxation Fall Joint MeetingBeyond IRC Section 6166: the Future of Graegin-Style Loans2013
MUPC Demystified Part V: Estate Planning under the MUPC Drafting Wills and TrustsEstate Planning Under the Massachusetts Uniform Probate Code2012
MUPC Basics: An Overview of the New Massachusetts Uniform Probate CodeEstate Planning Under the Massachusetts Uniform Probate Code2012
Lifetime Gift Planning in 2012Lifetime Gift Planning in 20122012
ABA Section of Real Property, Trust and Estate Law/Section of Taxation Fall Joint MeetingState Decoupling in Business Succession Planning2011