June 15, 2021—One common mistake people make when creating their estate plans is not spelling out the fate of their personal property—things such as jewelry, cars, collectibles, and artwork. Without a clear plan, family controversy may arise over items that have great sentimental or monetary value.
As part of the Wilmington Trust Emerald Family Office & Advisory team, Lisa oversees the technical and operational aspects of the Estate and Trust Settlement function for Wilmington Trust. She is the principal administrator for the firm’s most complex settlements, in addition to overseeing estate and trust settlement activity throughout the U.S.
Lisa joined Wilmington Trust in 2001. She has over 25 years of experience in complex estate and trust administration, having previously worked in both local and national law firms’ estate planning and estate administration practices.
Lisa holds a master’s degree in ministry from Palm Beach Atlantic College and a bachelor’s degree in political science from the University of Connecticut. She is a member of the Florida Bankers Trust Legislative Committee and a former member of the Martin County Estate Planning Council. She has served as a board member for Habitat for Humanity of Martin County, the Martin County Literacy Council, Soroptimist International of Stuart, and the Martin County Chapter of the American Red Cross. Lisa is a volunteer with Habitat for Humanity of Martin County.