Education
University of Houston College of Law, J.D., 1989Baylor College of Medicine, Houston, Texas, Postdoctoral Fellow
University of Pittsburgh, Ph.D., 1984
Tulane University, M.S., 1980
Chatham College, B.A., 1978
Admitted to practice: Texas, 1989
Lisa is an estate planning and probate law attorney for individual, professional and corporate clients. Lisa has been in private law practice since 1996 in the areas of estate planning and estate administration at the firms of Vinson & Elkins LLP and Fox & Associates, L.L.P. She began working with Klosek Howes LLP in 2011 and is now Of Counsel to Klosek & Associates PLLC. Lisa furnishes sophisticated planning and estate and trust administration services, including tax and retirement planning, asset protection, charitable and gift planning, wealth transfer, business succession and other corporate planning.
Representative Experience
Domestic and Cross-Border Estate Planning
- Tax-planned wills and revocable intervivos trusts, including the use of by-pass, QTIP and QDOT trusts
- Trusts for generation-skipping, life insurance and retirement benefit planning
- Asset protection and limited partnerships
- Wealth transfer through family gift planning and business succession planning
- Corporate planning through the use of buy-sell, partnership and employment agreements
Estate and Trust Administration
- Complete probate and trust administration services to executors and trustees
- Preparation and filing of federal estate tax returns
- Distribution of large, complex estates
Business and Charitable Organizations
- Formation of various for profit and nonprofit entities
- Preparation and filing of applications for tax-exempt status for charitable entities
- Operational matters including mergers, acquisitions and sales
Prior results do not guarantee a similar outcome.
Activities and Affiliations
- Member, State Bar of Texas, Real Estate, Probate and Trust Law Section
- Member, Houston Bar Association, Probate, Trusts and Estate Section
- Member, Fort Bend County Bar Association
- Member, American Bar Association
