Lisa Weinstein Burns

Lisa Weinstein Burns

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Rating: 8.2

Licensed for 29 years

Estate planning Lawyer at Boston, MA
Practice Areas: Estate Planning, Probate, Tax

225 State Street., 7th Fl., Boston, MA

About Lisa

Biography

Practice Areas

3

Practice Areas

Estate Planning 75%

Ms. Burns advises clients on tax planning strategies, multi-generational wealth transfers and business succession planning; Drafts estate planning documents including, but not limited to, wills, durable powers of attorney, revocable trusts, irrevocable insurance and generation-skipping trusts, qualified personal residence trusts and charitable trusts;

31 years

75%
Probate 15%

Assists executors and fiduciaries with estate and trust administration matters;

31 years

15%
Tax 10%

29 years

10%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Massachusetts for 26 years

State: Massachusetts

Acquired: 1999

Active

No misconduct found

Licensed in District of Columbia for 29 years

State: District of Columbia

Acquired: 1996

Inactive

No misconduct found

Location

Ruberto, Israel & Weiner, P.C.

225 State Street., 7th Fl., Boston, MA, 02109

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Lisa Weinstein Burns's Reviews

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Experience

Rating:  8.2 (Excellent)

Honors

2008

Top Ten Lawyers, Boston Women's Business

2005

Rising Star, Boston Magazine

2005

Rising Star, Law & Politics Magazine

1996

First Place Prize in the Nathan Burkan national competition , American Society of Composers, Authors and Publications (ASCAP)

Work Experience

1996 - Present

, Licensed to practice in Virginia (inactive)

1995 - Present

, Licensed to practice in Maryland (inactive)

Associations

2008 - Present

UMass Club Board of Governors

Member

2007 - Present

UMass Club Ambassadors Council

Chair

2007 - Present

Boston Estate Planning Council - Women's Initiative Committee

Member

2007 - Present

Boston Probate & Estate Planning Forum

Member

1998 - Present

Boston Bar Association

Member

1998 - Present

Massachusetts Bar Association

Member

Education

1998

Georgetown University Law Center

LL.M - Master of Laws

1995

American University, Washington College of Law

JD - Juris Doctor

1992

University of North Carolina, Chapel Hill

BA - Bachelor of Arts

Speaking Engagements

2008

Spring Planning Day Conference

Estate Planning

2008

Boston Probate & Estate Planning Forum Luncheon

Charitable Lead Trusts

2007

Retiree Luncheon

Estate Planning Strategies

2007

MCLE - Estate Administration Basics

Estate Administration

2007

Frank Palmer Speare Society Luncheon

Estate Planning Strategies

Publications

2007

Tax Law Client Strategies: Leading Lawyers on Understanding and Allocating Risks, Assessing Settlements and Negotiations, and Developing Deal Strategies Chapter

1997

Washington Lawyer Gifting the House to Save the Home: Qualified Personal Residence Trusts

1996

Legal Times Magazine Just Say No Thanks

1996

Washington Lawyer The Golden Egg? Variable Universal Life Insurance

1995

American University Law Review Ancient Works, Modern Dilemmas: The Dead Sea Scrolls Copyright Case.

1995

Washington Lawyer Charitable Remainder Trusts, a Win-Win Tax Planning Technique
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