Lisa Procopio’s practice focuses on personal, family, and business planning.

Lisa works closely with clients and their families to create personalized and comprehensive multi-generational family estate plans, including the preparation of wills, trusts, trust decanting, and wealth transfer and charitable giving instruments, among other tools. Lisa advises clients and their families on all aspects of tax planning, including individual income taxes, corporate taxation, estate, gift and generation-skipping taxation as well as charitable estate and gift tax planning.

Lisa counsels fiduciaries in connection with probate and estate and trust administration matters and represents individuals and fiduciaries before the IRS and the New York Surrogate’s Courts.

Lisa’s experience includes a tax-efficient approach to the sale and acquisition of business interests, corporate recapitalization, restructuring and family business-succession planning. This includes the formation or dissolution of corporations, limited liability companies, partnerships, private foundations and trusts.

In addition, Lisa has extensive experience in advising business and real property owners on a diverse range of corporate tax matters including the tax aspects and structuring of taxable and tax-free transactions, mergers and acquisitions, dispositions, restructurings, equity and debt financing, liquidations, tax-free spin-off transactions and joint ventures.

Prior to joining Rivkin Radler, Lisa practiced Trusts & Estates and Tax law at a boutique Manhattan firm. She was also a Tax Senior Manager at a Big 4 accounting firm and practiced in the Tax Departments of large New York City law firms.