Lisa Roberts-Mamone

Baker & Hostetler LLP

Lisa A. Roberts-Mamone is experienced in the areas of estate planning and wealth transfer for high-net-worth individuals and families. She provides comprehensive guidance to clients involved in complex trust and estate matters, with a special emphasis on working with family offices and multigenerational families.

Lisa is a trusted advisor and counselor to her clients, providing personal attention and support in difficult situations. Lisa’s clients often require the knowledge of other Baker Hostetler lawyers, so she effectively collaborates with other lawyers in the firm to address all aspects of the situations facing her clients.

Experience :

  • Assisted the family with the creation of a limited liability company to hold unique real property and the subsequent transfer of interests to trusts for family members. The goal of the plan was to retain real property in the hands of the historic family group for as long as possible without subjecting such property to estate tax. Assisted the family with transfers of additional financial assets to defective grantor trusts that are exempt for generation-skipping tax purposes.
  • Serves as primary legal counsel to trustees of multiple interrelated family trusts. Provides ongoing advice associated with trust administration and fiduciary compliance matters. Recently advised the trustees regarding a consolidated investment policy under applicable law, securities matters related to investments held in sub-trusts for purposes of qualified investor rules, decanting situs change issues associated with irrevocable trust entities, and income “sifting” analysis under domestic and international tax accounting rules.
  • Assists individual and institutional fiduciaries with the administration of complex estates and the creation of multiple family trusts for family members following decedents’ deaths. Recently advised a decedent’s family with a multitude of business entities following the decedent’s death with an insolvent estate.

Memberships :

  • Ohio State Bar Association: Estate Planning, Probate and Trust Law Section
  • Cleveland Metropolitan Bar Association: Estate Planning, Probate and Trust Law Section
  • Florida Bar Association: Real Property, Probate and Trust Law Section
  • Cleveland Estate Planning Discussion Group: Founding Member

Community :

  • University Hospitals of Cleveland: Diamond Advisory Board
  • Case Western Reserve University: Professional Advisory Board
  • American Red Cross of Cleveland: Planned Giving Advisory Committee
  • Laub Foundation: Trustee

Education :

  • J.D., Case Western Reserve University School of Law, 1988, magna cum laude, Order of the Coif, Law Revieweditor
  • B.A., Grove City College, 1985, magna cum laude

Admissions : Ohio, Florida

Cost

Rate : $$$

What types of cases Attorney Lisa Roberts-Mamone & Baker & Hostetler LLP can handle?
Baker & Hostetler LLP can handle cases related to laws concerning Trusts, Real Estate, Family. We manually verify each attorney’s practice areas before approving their profiles and reviews on our website.
Where is Baker & Hostetler LLP located?
Baker & Hostetler LLP is located at 200 S Orange Ave, Orlando, FL 32801, USA. You can reach out to Baker & Hostetler LLP using their phone line 407.649.8547. You can also check their website bakerlaw.com or email them at [email protected].
How much would it cost to hire Baker & Hostetler LLP?
Lisa Roberts-Mamone lawyer charges are specific to each case. However, they work with contingency fees and its ranges from $$ to $$$. They also provide free consultation [and no obligation quotes] if you are interested to hire.
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Baker & Hostetler LLP
South Orange Avenue 200
Orlando 32801 FL US
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