Lisa M. Rico – Shea, Diamond & Rico LLP

Practice/Organization Description

I am a partner at Shea, Diamond & Rico LLP focusing on estate planning probate and tax law. My practice includes estate, gift, generation-skipping transfer and income tax planning for high net worth individuals, estate and trust administration, and the representation of nonprofit organizations and charitable trusts. I also provide tax advice to partnerships and other pass through entities.

I have authored articles and seminar materials on various estate planning and tax issues, including family limited partnerships, liquidity planning for closely held businesses and the generation skipping transfer tax. Most recently I served on panel at the ABA Real Property and Trusts and Estates Section's Estate Planning Symposium discussing liquidity planning for closely held businesses.

I have been appointed the Co-Vice of the Business Planning Group of the American Bar Association's Real Property, Trust and Estate Law Section for the 2011-2013. In addition, I am a past Chair of the Massachusetts Bar Association's Taxation Law Section Council and am now serving on the Probate Law Section Council.


Western New England University School of Law (J.D.)

New York University School of Law (LL.M. in Taxation)

Professional Associations & Memberships

American Bar Association Real Property Trust & Estate Law Section (Co-Vice Chair of the Business Planning Group), Massachusetts Bar Association (past Chair of Taxation Law Section), Boston Probate and Estate Planning Forum (Steering Committee) and Boston Estate Planning Council

Honors and Awards

Fellow, American College of Trust and Estate Counsel


75 Second Avenue, Suite 605
Needham, MA 02494, United States

  • 781-328-6140

Areas of Practice
  • Taxation
  • Wills, Trusts, & Estate Planning
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