Lisa M. Rico

WORK HISTORY

EDUCATION

SKILLS

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