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Lisa M. Rico
About Lisa
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in New York for 32 years
State: New York
Acquired: 1994
No misconduct found
Licensed in Massachusetts for 33 years
State: Massachusetts
Acquired: 1992
No misconduct found
Licensed in Connecticut for 34 years
State: Connecticut
Acquired: 1991
No misconduct found
Licensed in Maryland for 30 years
State: Maryland
Acquired: 1995
No misconduct found
Location
Rico, Murphy & Diamond LLP
75 Second Avenue., Suite 605, Needham, MA, 02494
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Experience
Honors
2014
Accredited Estate Planner (AEP®), National Association of Estate Planners & Councils
Work Experience
2014 - Present
Partner, Rico, Murphy & Diamond LLP
2014 - 2014
Partner, Shea, Diamond, Rico & Murphy LLP
2012 - 2014
Partner, Shea, Diamond & Rico LLP
2010 - 2012
Partner, Gilmore, Rees & Carlson, P.C.
2005 - 2010
Partner, McCarter & English, LLP (Formerly Gadsby Hannah, LLP)
1998 - 2005
Associate, Gadsby Hannah, LLP
Associations
2013 - Present
American Bar AssociationGroup Chair of RPTE's Business Planning Group
2012 - Present
Massachusetts Bar Association, Probate Law SectionMember
2011 - Present
American College of Trust and Estate CounselFellow
2013 - 2014
Boston Estate Planning CouncilChair, Program Committee
2011 - 2013
American Bar AssociationGroup Co- Vice Chair of RPTE's Business Planning Group
2010 - 2012
Massachusetts Bar Association, Tax CouncilChair
Education
1994
New York University School of Law
LLM
1991
Western New England College School of Law
JD - Juris Doctor
Speaking Engagements
2013
MBA's First Annual Probate Law Conference
Basic Estate Planning for Married Couples
2013
ABA Section of Real Property, Trust & Estate Law/Section of Taxation Fall Joint Meeting
Beyond IRC Section 6166: the Future of Graegin-Style Loans
2012
MUPC Demystified Part V: Estate Planning under the MUPC Drafting Wills and Trusts
Estate Planning Under the Massachusetts Uniform Probate Code
2012
MUPC Basics: An Overview of the New Massachusetts Uniform Probate Code
Estate Planning Under the Massachusetts Uniform Probate Code
2012
Lifetime Gift Planning in 2012
Lifetime Gift Planning in 2012
2011
ABA Section of Real Property, Trust and Estate Law/Section of Taxation Fall Joint Meeting
State Decoupling in Business Succession Planning
Publications
2013
Probate & Property magazine (ABA)
Get Ready for the 3.8% Tax on Net Investment Income
2013
Probate & Property magazine (ABA)
Estate Planning with Portability in Decoupled States
2013
MCLE's Drafting Irrevocable Trusts in Massachusetts
Irrevocable Trusts Holding S Corporation Stock
2013
MCLE's A Practical Guide to Estate Planning in Massachusetts
Basic Strategies to Preserve and Protect the Family Business
2012
SumNews, The Newsletter of the Massachusetts Society of Certified Public Accountants, Inc.®
Estate Planning with Portability: What You Need to Know
2011
Probate & Property magazine (ABA)
Borrowing For Postmortem Liquidity, Part 2 - A Primer On IRC § 6166
2010
Probate & Property magazine (ABA)
Borrowing for Postmortem Liquidity, Part 1
Languages
English