Before joining Schneider Smeltz Spieth Bell LLP as a Partner in March 2016, Lisa Monihan had been a Director and Shareholder of Spieth, Bell, McCurdy & Newell since 1998. She joined that firm in 1995 after ten years with two large law firms. Her practice is focused on wealth transfer planning for individuals and fiduciaries, including income, gift, estate and generation-skipping transfer tax planning, trust and estate administration, multi-generational family issues, retirement planning, succession planning for closely-held businesses and charitable planning.
Lisa was once told by a new client that the decision to hire her was made because “you really listened to what I had to say; the other lawyers I interviewed were too busy trying to impress me with how smart they were.” Lisa establishes personal, long term relationships with her clients, and guides them through the legal, tax, financial and family issues in their unique situations with empathy and compassion.
Lisa is a frequent speaker to professional and community groups on estate planning and related topics.