Lambert, Elisabeth A.Firm/Organization:
Rabobank, N.A. Wealth Management
75 Santa Rosa Street
San Luis Obispo, CA - 93405
Phone: (805) 269.7074 / Fax: (805) 269.8503
CA State Bar Number: 236274
Date of Admission To State Bar: 5/2005
Area of Practice:
- Probate/Trust/Estate Planning
Lisa A. Lambert, Esq. is a California licensed attorney who previously practiced in the areas of estate planning, real estate, 1031 Exchange Consultation, business entity formation and transactions.
She earned her Certified Trust and Financial Advisor (CTFA) designation in October 2011.
Lisa works as a team with other wealth management specialists to provide comprehensive and holistic wealth planning strategies to high net worth clients by providing estate planning and fiduciary analysis to assist them in achieving their financial, retirement and gifting objectives. In addition to estate and wealth planning, she has a strong background in trust administration, which her clients and their advisors use to create practical and realistic wealth plans to meet their objectives.
In addition to her legal background, Lisa has over ten years experience in business management, training and public speaking. She also has knowledge in the areas of business entity formation, securities regulation and insurance litigation. She dedicates a significant portion of her time speaking to accountants, attorneys, real estate agents, brokers and principals throughout California. She lectures on the subject of estate planning, inter-generational planning, IRC §1031 tax-deferred exchanges and related real estate matters.. Her presentations are practical and feature many real-life scenarios to illustrate a wide range of planning, investment and tax strategies.
Lisa received her Bachelor of Arts degree from the University of California, Berkeley and she was awarded her Juris Doctor degree by the University of California, Hastings College of the Law.
Specialties: Estate Planning Analysis 1031 Tax-Deferred Exchanges Real Estate Law Transactional Law Entity Formation 1031 Exchange Tax Deferred Exchanges