Lisa Factor Fox

Lisa Factor Fox


Lisa Factor Fox is Of Counsel to the Firm and concentrates in the areas of Trusts and Estates and tax-exempt organizations. Lisa’s Trusts and Estates practice focuses on the preparation of wills and trusts, as well as the structuring and implementation of sophisticated estate and transfer tax plans for entrepreneurs and high-net-worth individuals, including plans for family wealth transfer and philanthropic purposes. Her practice also includes the management of estate and gift tax examinations, and all other aspects of complex estate and trust administration. Her tax-exempt organizations practice includes the representation of private foundations from formation through dissolution, monitoring compliance with state and federal regulations, advising on administrative matters (with particular emphasis on grant-making activities), and analyzing annual foundation information returns.

  • New York State Bar Association
  • (Trusts and Estates Section)
  • New Jersey State Bar Association
  • (Member, Real Property, Trust and Estate Law sections)

Fall 2016 Estate Planning Update: The Repeal of the New Jersey Estate Tax, CLICK HERE.

  • State of New York, 1992
  • State of New Jersey, 2008

  • University of Pennsylvania School of Law, J.D., Cum laude, 1991
  • Associate Editor, Law Review
  • Brandeis University, B.A., Magna cum laude., 1988 Phi Beta Kappa

Latest article on Things to Think About Now for 2018 Tax Returns Featuring MS Attorneys Holt, Strober and Fox

May 18, 2018

Check out the latest article highlighting many of the changes brought on by the Tax Cuts and Jobs Act and what you need to start thinking about now for your 2018 return! Our own Steven Holt (Chair, Tax, Trusts & Estates), Lynne Strober (Co-Chair Family Law) and Lisa Fox (Member, Tax, Trusts & Estates) give expert analysis on these changes and tips to consider. It is important to plan throughout the year so you aren't blindsided in April when tax time rolls around again.