Schneider, Lisa A.

Current Employment Position(s)

Shareholder, since 1994

Year Joined Organization: 1994

Lawyer Overview

Lisa Schneider is a shareholder who joined the firm in 1994.

Areas of Practice

• Estate and Trust Planning
• Probate and Trust Administration
• Tax Preparation and Audits
• Guardianship Administration
• Estate, Gift and Generation-Skipping Tax Planning
• Fiduciary Representation
• Advanced Estate Planning Strategies
• Tax Exempt Organizations
• Charitable Planning

West Practice Categories

Income Taxation, Taxation Law, Estate Planning, Estate & Gift Taxation, Probate & Estate Administration, Government Agencies & Programs, Property (Ad Valorem) Taxes, Litigation & Appeals, Business Organizations, Estate Administration

Bar Admissions

• New Jersey, 1987
• New York, 1988
• Florida, 1994
• U.S. District Court Southern District of New York, 1988
• U.S. District Court Eastern District of New York, 1988
• U.S. District Court District of New Jersey, 1988

Certification/Specialties

• Florida Board Certified Wills, Trusts & Estates Attorney, 2003

Professional Associations and Memberships

• New Jersey Bar Association
• American Bar Association
• New York Bar Association
• Florida Bar Association
• Martin County Estate Planning Council
• Florida Association of Women Lawyers, Treasure Coast Chapter
• Treasure Coast Planned Giving Council
• East Coast Estate Planning Council
• Jewish Federation of Palm Beach County (Professional Advisory Committee)
• Martin County Bar Association (Member, Elder Law/Probate/Guardianship Committee)
• American Association of University Women, Stuart Chapter
• American Heart Association, Martin County Division (Board of Directors)
• American Heart Association (Former Chair, Planned Giving Committee)
• American Heart Association, Martin County (2000 Heart Ball Committee)
• Arthritis Foundation (Member)

Honors and Awards

• AV Rated by Martindale-Hubbell
• Named as one of Worth magazine’s “Top 100 Attorneys,”, 2007 - Present
• Selected as a finalist for the “Key Partners Awards” by the South Florida Business Journal, 2007 - Present
• Named as One of Florida’s “Super Lawyers”, 2007 - Present
• Named as one of “Who’s Who in America,”
• Named as one of The Best Lawyers in America, 2007 - 2008
• Named as one of South Florida Legal Guide magazine's “Top Lawyers,” 2006 Annual Edition
• Named as one of Robb Report Worth magazine's “Top 100 Lawyers,”, 2005 - Present
• Named one of Florida Trend magazine's Florida Legal Elite, 2004 - Present
• Named as one of the South Florida Business Journal's “Best of the Bar,”, 2003 - 2004

Classes and Seminars

• “A Trustee’s Job is Never Done,”, Treasure Coast Chapter of the Paralegal Association of Florida, Spring Seminar, 2008 - Present
• “New Disclaimer Statute,”, Probate & Pumpernickel CLE, November 18, 2005 - Present
• “IRAs and the Elective Share,”, Palm Beach Estate Planning Council Roundtable, March 3, 2005 - Present
• “Wealth & Wisdom,”, WXEL, The Decoupling of State Estate Taxes, 2004 - Present
• “Old Bags: The Power of the Purse,”, The Bank of New York, 2004 - Present
• “Wealth and Wisdom,”, WXEL, 2003 - Present
• “Maybe You Can Have It All,”, Florida Association of Women Lawyers, Palm Beach County Chapter, 2002 - Present
• “Estate Planning After The Economic Growth and Tax Relief Reconciliation Act of 2001,”, Florida Society of Ophthalmologists, 2001 - Present
• “Preservation and Growth of Your Net Worth - Using a Proper Estate Plan and Professional Money Management,”, Merrill Lynch Seminar, 2001 - Present
• “Planning for Today and Beyond,”, The Comerica Bank Forum, March 1, 2001 - Present
• “Women In The Know-Planning Beyond Your Will,”, AAUW, 2000 - Present
• “Estate Planning: A Woman’s Perspective,”, American Heart Association Seminar, 1997 - Present
• “Estate Planning: A Woman’s Perspective,”, Willoughby Country Club, 1995 - Present
• “Critical Estate Planning Issues: The Private Agenda For Today’s Woman,”, U.S. Trust Company of Florida, 1995 - Present
• “The Benefits of Estate Planning,”, The Citicorp Private Bank, 1995 - Present
• “Estate and Creditor Protection Planning for the Successful Professional,”, Gunster, Yoakley, Valdes-Fauli & Stewart, P.A. and Integrated Planning Services, 1994 - Present

Pro Bono Activities

• United Way of Martin County Foundation, Member, Professional Advisory Committee, 2003 - 2004
• Jewish Women's Foundation of the Jewish Federation of Palm Beach County, Co-Vice-Chair and Founding Trustee

Past Employment Positions

• Shea & Gould, Private Practice

Education

• St. John's University School of Law, Jamaica, New York, 1987
  J.D.
  Honors: Dean's List, 1984-1987
• State University of New York at Binghamton, Binghamton, New York, 1984
  B.A.
  Honors: cum laude
  Honors: Certificate in Business Management

Published Works

• “Two Halves Do Not Necessarily Make a Whole,”, Palm Beach Daily News, Jan., 2007
• “Through the Looking Glass: Does Your Estate Plan Work?”, Palm Beach Daily News, Jan., 2006
• “A Move to the Sunshine State: Leaving the Cold and Taxes Behind,”, Palm Beach Daily News, Jan. 9, 2005
• “My Brother’s Keeper,”, Palm Beach Daily News, Jan., 2004
• “Can Front Loading in a 529 Plan Backfire?”, Palm Beach Daily News, Jan., 2003
• “New IRS Proposed IRA Regulations,”, Palm Beach Daily News, Jan., 2002
• “In My Grandchildren I Trust,”, Palm Beach Post, Jan., 2001
• “Florida’s Elective Share Law—It Can’t Be Avoided Anymore!”, Palm Beach Post, Dec., 1999
• “Medicaid Planning Ideas - What Works and What Doesn’t,”, Estate Planning, Nov./Dec., 1993
• “Planning for the Elderly or Incapacitated Client,”, CCH, 1993

Address

777 South Flagler Drive
Suite 500 East
West Palm Beach, FL 33401-6194

Phones

(561) 650-0680
(561) 655-1980

Faxes

561-655-5677

Emails

Contact Us

Websites

http://www.gunster.com