Lisa Page

Lisa is an associate in the trust, estates and charitable planning team.

Her practice focuses on transfer tax planning, particularly advising wealthy individuals and their families on estate planning as a means of achieving tax and non-tax objectives across generations, to include creating trusts, closely-held business structures and charitable entities.

Dates

Joined
2018

Talks

‘Buy-Sell Agreements and Related Tax Issues for the Closely Held Business,’ CLE Webinar - March 17, 2020, panelist

‘Roundtable Lunch with NYC based wealth advisors (Brown Brothers Harriman, HSBC, J.P. Morgan, and Bernstein),’ Withers office event - January 7, 2020, co-presenter

Publications

‘Income Taxation of Trusts in the US: Stay Tuned for Controversy,’ Trust Quarterly Review (a STEP publication) - September 2019, co-author

‘U.S. Supreme Court Declines to Hear Income Tax Position,’ __ WealthManagement.com - July 16, 2019, co-author

‘Update on Connecticut estate and gift tax exemptions for 2019,’ Withers article - February 15, 2019, co-author

Me in a minute

It's the same deep interest in people that led me to picture myself as a human rights lawyer.

I went to law school with aspirations of becoming an international human rights lawyer, only to discover the tax code and veer firmly away from my intended course. But it’s the same deep interest in people that led me to picture myself as a human rights lawyer, and earlier pushed me to study social anthropology as an undergrad, that drives me today to get to know my clients and their families and motivates me to bring my legal and tax expertise to bear in helping them meet their wishes and objectives.