Estate Planning 101 for the Family Business Owner

On previous shows, we have touched upon the topic of Estate Planning.  The topic has proven to be of great interest to our audience, so on Thursday May 20th we will tackle the topic in great depth. 

Our guest, Lisa Glauber Shippel will provide insight on the current estate tax landscape—where uncertainty still reigns. She will also discuss how to tackle some of the more complex estate planning issues that are unique to family-business owners, especially when siblings have different levels of involvement in the family-business.

As always, we promise the show will be informative as we explore this vital topic.


Our Guest:

Lisa Glauber Shippel

Since 1994 , Lisa Glauber Shippel has represented sellers, builders, developers, purchasers and lenders in thousands of residential and commercial real estate transactions. She has experience in handling zoning matters in the City of Alpharetta, the City of Roswell and Fulton County, Georgia. A large part of her practice is devoted to Estate Planning and Probate. She drafts estate planning documents including wills, trusts, and family limited partnerships. She also administers and probates estates of all sizes. Her business practice includes the set up of new businesses including corporations, limited liability companies and partnerships. 

She assists clients in the sale or acquisition of businesses. Lisa is also a Certified Mediator in the State of Georgia. Lisa provides private and court appointed mediation services to assist parties in resolving legal matters and disputes. She acts as a neutral to help the parties involved come to a resolution controlled by them. By avoiding litigation, the parties will also save time and money associated with litigation. Mediation services are available after normal business hours and on weekends to further assist clients in resolving their matters efficiently.

Lisa obtained her Bachelor of Science in Journalism from the University of Maryland in 1991 and her Juris Doctor from New York Law School in 1994. North Fulton County has been her home since 1994 and she joined the firm that same year. She is active in the community and with her children’s schools and activities in Alpharetta. She was a founding member of and currently sits on the Board of the Alpharetta High School Foundation.

Lisa Glauber Shippel, Esq. , Rolader &  Shippel, P.C., P.O. Box 1357, Roswell, GA 30077, Phone: 770.442.0330, Fax: 770.442.0641, Lisa@RoladerandShippel.com, www.roladerandshippel.com

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