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.