LISA WILLCOX

Lisa provides research and drafting support to the estate planning team, bolstering their counsel to high-net-worth individuals and families. In particular, Lisa is able to delve deeply into complex issues of federal estate and income tax law; analyze and interpret state laws concerning wills, trusts, and fiduciary administration; and draft documents related to estate planning, estate and trust administration, lifetime gifting, trust formation, martial agreements, charitable giving, family businesses, and real property.

EDUCATION:

  • Juris Doctor, Tax Emphasis, University of Colorado Law School, 2016 (Order of the Coif, law review member and comment author)

  • Bachelor of Arts in Economics and English Language and Literature, University of Michigan,2009 (with high distinction)

PROFESSIONAL ACTIVITIES:

  • Admitted Colorado, 2017

  • Member, Colorado Bar Association

    • Secretary; New Lawyers Subcommittee; Trusts and Estate Section, 2017-2018

  • Member, Boulder County Bar Association

    • Co-chair; Tax, Estate Planning, and Probate Section; 2018-2020

PRESENTATIONS AND PUBLICATIONS:

  • Five First Actions for Estate Planners Post Secure Act, Boulder County Bar Association Newsletter, March 2020

  • Orange Book Forms, Special Provisions and How to Use Them Effectively, co-presenter with Lisa Hardin, February 2020

  • Trust and Estate Fall Update, Common Mistakes in Planning with Retirement Benefits, co-presenter with Constance T. Eyster, November 2018

  • Powers of Appointment Primer Part 2: Taxation of Powers of Appointment, co-author with Griffin Bridgers and Susan L . Boothby, Colorado Lawyer, August/September 2018

  • Powers of Appointment Primer Part 1: The Colorado Uniform Powers of Appointment Act, co-author with Susan L . Boothby and Griffin Bridgers, Colorado Lawyer, June 2018

  • Orange Book Forms, Panel: Top Tips and Tricks for Using Orange Book Forms, co-presenter with Alison Leary, M. Anthony Vaida, and Heidi Gassman, December 2017

  • You Can't Choose Your Family, But You Should Choose Your Co-Tenants: Reforming the UPC to Benefit the Modest-Means Family Cabin Owner, Colorado Law Review, Volume 87, 2016

INTERESTS:

Lisa enjoys hiking, cycling, and alpine skiing. Lisa, her husband and their two children currently split time living between the Front Range and the Roaring Fork Valley.