Ms. Larsen provides a broad range of estate planning services from drafting wills and trusts to assisting clients with complex and sophisticated approaches such as qualified personal residence trusts, grantor retained annuity trusts, charitable lead and remainder trusts, generation-skipping trusts and irrevocable life insurance trusts. Ms. Larsen assists her clients in planning for the succession of a closely held business and the creation of entities to facilitate the transfer of family wealth. Her practice also includes helping clients implement lifetime gifting programs, including charitable giving, and the preparation of related gift tax returns.
In addition to estate planning services, Ms. Larsen provides a broad range of probate and estate administration services ranging from standard probate and ancillary probate services to more complex post-mortem tax planning and estate administration services involving valuation issues, disclaimers and retirement plans.
In conjunction with advising clients regarding the administration of decedents’ estates, she prepares court documents, accountings, inventories, estate tax returns and closing documents. She advises personal representatives, trustees and other fiduciaries, regarding estate and gift tax issues, fiduciary issues, and distribution and creditor issues.
Ms. Larsen was raised in Iowa, completing her undergraduate degree at the University of Iowa in 1996. She earned her law degree from the University of Colorado at Boulder in 2000. While in law school, Lisa began her career in the estate planning arena as a part of the family wealth planning division of the private client services group of one of the largest international accountancy and professional services firms. Before joining Fischer, Brown, Bartlett and Gunn, P.C. as an associate in 2006 and as a shareholder in 2009, she practiced at a prominent estate planning and administration firm in Denver, Colorado.
For more information, call us at (970) 407-9000, or send Ms. Larsen an email.