Meet our Team
ATTORNEY
M. Lisa Clore
JD, MBA, LLM - Taxation
Lisa devotes her practice to assisting individuals and families in the areas of wealth transfer, business succession and taxation. Though compassionate engagement and individualized counsel, Lisa helps families protect themselves and their loved ones in the events of disability and death, by providing comprehensive, thoughtful and effective estate planning and administration services, including wills, trusts, powers of attorney, probate and more. With a focus on tax efficiency and avoiding controversy, Lisa utilizes her extensive knowledge of tax matters, trusts and estates, business and tax-exempt organizations, retirement planning, and the wealth transfer process to advise clients on the proper management of legal and financial affairs.
ATTORNEY
Kimberly
JD, MBA, LLM - Taxation
Lisa devotes her practice to assisting individuals and families in the areas of wealth transfer, business succession and taxation. Though compassionate engagement and individualized counsel, Lisa helps families protect themselves and their loved ones in the events of disability and death, by providing comprehensive, thoughtful and effective estate planning and administration services, including wills, trusts, powers of attorney, probate and more. With a focus on tax efficiency and avoiding controversy, Lisa utilizes her extensive knowledge of tax matters, trusts and estates, business and tax-exempt organizations, retirement planning, and the wealth transfer process to advise clients on the proper management of legal and financial affairs.