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About Lisa
Biography
Lisa advises nonprofit organizations and businesses on critical legal issues in order to keep them compliant with a myriad of rules and regulations. She counsels nonprofits on tax and operational issues, including formation, obtaining and maintaining tax-exempt status, private foundation excise taxes, excess benefit transactions, lobbying restrictions, fundraising law compliance, and collaboration with other nonprofits or businesses. Lisa also counsels closely held businesses and startups on governance issues, tax matters, mergers and acquisitions, deferred compensation, corporate giving, social entrepreneurism, and general business issues.
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Washington for 18 years
State: Washington
Acquired: 2007
No misconduct found
Licensed in Oregon for 20 years
State: Oregon
Acquired: 2006
No misconduct found
Location
Schwabe Williamson & Wyatt
1420 Fifth Avenue, Suite 3400, Seattle, WA, 98101-2393
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Experience
Honors
2015
Rising Star, Washington Super Lawyers
2014
Rising Star, Washington Super Lawyers
2013
Rising Star, Washington Super Lawyers
2010
Thomas Neville Pro Bono Award, WSBA, Young Lawyers Division
Work Experience
2015 - Present
Shareholder, Schwabe Williamson & Wyatt
2015 - 2015
Shareholder, Stokes Lawrence
2011 - 2014
Associate, Stokes Lawrence
2006 - 2011
Associate, Perkins Coie
Associations
2015 - Present
Seattle Tax GroupMember
2015 - Present
YWCA of Seattle-King-SnohomishDirector
2014 - Present
Washington Women in TaxMember
2014 - Present
Washington Planned Giving CouncilMember
2012 - Present
Seattle Philanthropic Advisors NetworkMember
2010 - Present
Nonprofit Legal Assistance Clinic, King County Bar AssociationCounsel
Real Property, Probate, and Trust Section and Taxation Section, Washington State Bar Association
Member
Taxation Section, Washington State Bar Association
Member
Business Law Section, Washington State Bar Association
Member
Corporate Counsel Section, Washington State Bar Association
Member
2010 - 2013
Page Ahead Children's Literacy ProgramDirector
2009 - 2015
InvestEDDirector
2009 - 2011
Business Assistance Panel, King County Bar AssociationCounsel
2006 - 2011
Legal Services for the Homeless Committee, King County Bar AssociationMember
Education
2006
University of Washington School of Law
LL.M - Master of Laws
2005
University of Oregon School of Law
JD - Juris Doctor
2000
Washington State University
BA - Bachelor of Arts
Speaking Engagements
2015
Women Presidents' Organization meeting
Strategic Planning for Women Business Owners
2015
Washington Planned Giving Council
Panel Discussion of Endowments
2015
The Basics for New Not-for-Profit Board Members
Not-for-Profit Board Members - Roles, Responsibilities and Legal Issues
2015
Seattle Certified Public Accountant Tax Roundtable
Deferred Compensation and Section 409A
2014
Young Lawyers Forum, ABA Section of Taxation
Cradle to Grave - An Overview of Legal and Practical Aspects of Representing Businesses
2014
Women in Philanthropy
Best Practice for Nonprofit Board Members
2014
Washington Women in Tax
Board Member Basics
2014
Stokes Law Brief
Avoiding Personal Liability: Advice for Owners and Managers of Privately Held Businesses
2014
Seattle Tax Group Meeting
Executive Compensation and IRC 409A Issues
2014
Seattle Estate Planning Council meeting
Social Purpose and Benefit Corporations: What They are and What They Mean for the Nonprofit, Estate and Business Sectors
2014
Bainbridge Community Foundation
Best Practices for Nonprofit Board Members
2013
Smart Women's Lunch Series
Board Member Basics
2013
RPPT Fall Probate and Trust Seminar
Succession Planning for Owners of Closely Held Businesses
2013
IP Section
Key Intellectual Property Terms in Operating Agreements
2013
Examining Regulations on International Activities and Social Purpose Corporations in the Context of Today's Economy
Legislation With Social Purpose
2013
Business Tips for Smart Entrepreneurs
Business Leaders Panel Discussion
2013
Advanced Issues in the Law of Nonprofit Organizations
Social Purpose and Benefit Corporations: What Are They and What Do They Mean for the Nonprofit Sector?
2012
Stokes Law Briefs
Strategic Moves for Executive Transitions
2011
Seattle University MNPL Program
Legal Considerations for Washington Nonprofits and 501(c)(3) Organizations
Publications
2014
Stokes Law Briefs
"Joining a Charity Board Can Fulfill Your Heart's Desire - or Crush It"
2014
2014
Stokes Law Briefs
"Prevent Private Foundation Self-Dealing"
2014
Stokes Law Briefs
Sweat Equity and Entity Choices
2014
Stokes Law Briefs
Family Business Succession Planning
2013
King County Bar Bulletin
"Self-Dealing: Classic Trouble for Private Foundations