Lisa M. Rico

About Lisa M. Rico

I am a principal in the firm of Rico, Murphy, Diamond & Bean LLP focusing on estate planning probate and tax law. My practice includes estate, gift, generation-skipping transfer and income tax planning for high net worth individuals, estate and trust administration, and the representation of nonprofit organizations and charitable trusts. I also provide tax advice to partnerships and other pass through entities.I have authored articles and seminar materials on various estate planning and tax issues, including family limited partnerships, liquidity planning for closely held businesses and the generation skipping transfer tax. Most recently I served on panel at the ABA Real Property and Trusts and Estates Section\'s Estate Planning Symposium discussing defined allocation clauses.I am the Chair of the Business Planning Group of the American Bar Association\'s Real Property, Trust and Estate Law Section for 20••••15.In addition, I was the Chair of the Massachusetts Bar Association\'s Taxation Law Section Council from 20••••12. Currently, I am an ex officio member of the Taxation Law Section Council and a member of the Probate Law Section Council.Specialties: Estate Planning and Administration, Business Succession Planning, Charitable Organizations, Taxation of Pass Through Entities

Experience

1. Partner

   Rico, Murphy, Diamond & Bean, LLP

   Dec 2014 — Present

   Principal in the firm of Rico, Murphy & Diamond LLP focusing my practice on estate planning, estate and trust administration and tax planning.

Education

• Western New England University School of Law

  J.D., Law

  1987 — 1991

• Western New England University

  B.A., Government

  1983 — 1987

• New York University School of Law

  LL.M, Taxation

  1993 — 1994

Skills

• Estate Tax Planning
• Business Succession Planning
• Charitable Trusts
• Litigation
• Gift and Estate Tax Return Preparation
• Partnership Taxation
• Estate Law
• Probate
• Tax Advisory
• Elder Law
• Business Formation
• Guardianship
• Conservatorships
• Wills
• Gifts
• Charitable Giving
• Tax
• Trusts
• Wealth Transfer Planning
• Estate Administration
• Powers of Attorney
• Charities
• Llc
• Corporate Law
• Wealth
• Special Needs Trusts
• Succession Planning
• Tax-Exempt
• Business Transactions
• High Net Worth Individuals
• Estate Planning
• Probation
• Tax Law
• Gift Tax
• Tax Exempt Organizations