Profile

Lisa Katz is an experienced attorney licensed to practice in New York. Her practice focuses on estate planning, elder law, estate and trust administration, services for small businesses and corporate and securities law.

After receiving undergraduate degrees from both The Wharton School and the College of Arts and Sciences at the University of Pennsylvania, Ms. Katz attended Fordham University School of Law, from which she received her legal degree.

Ms. Katz has worked as a corporate and securities attorney both at prestigious New York City law firms and in-house at multi-national corporations, representing clients in all manner of business transactions, corporate compliance and SEC matters. Much of her work required financial understanding and inquiry, which extends to her current practice in estate planning, elder law and financial and business matters.  In addition, Ms. Katz has an intimate understanding of the importance of wills, estate planning and advance directives such as powers of attorney and health care proxies, as well as the legal and emotional intricacies that surround them.  She brings this knowledge, as well as empathy, to her current practice.

She has worked as in-house counsel at Universal American Corp., where she served as the company’s General Counsel, Corporate Secretary and Chief Ethics Officer, and at The Reader’s Digest Association, Inc. where she served as the company’s Associate General Counsel and Assistant Corporate Secretary.  She is well versed in advising Boards of Directors, Chief Executive Officers, Chief Financial Officers and financial, treasury, investor relations and human resources divisions on all aspects of corporate and securities laws and related matters.

Contact Laidlaw Firm, Attorneys at Law, PLLC, for a free consultation with attorney Lisa Katz. Her law office is located in Bedford Hills, New York.

Areas of Practice

• Wills, Living Wills, Trusts, Powers of Attorney and Guardianship
• Gifting and Estate Tax Limitation Strategies
• Probate and Estate/Trust Administration
• Elder Law
• Securities Law and other public company Corporate issues
• Business Law
• Business Organization and Choice of Entity
• Corporate Governance
• Human Relations

Bar Admissions

• New York, 1995
• New Jersey, 1994

Education

• Fordham University School of Law – New York, New York, 1994
  Juris Doctor
  • Dean's List
  • Fordham Intellectual Property, Media & Entertainment Law Journal, Notes and Comments Editor
  • Fordham Moot Court Board, Philip C. Jessup International Law Moot Court Competition Bench Team
• The Wharton School of Business, University of Pennsylvania – Philadelphia, Pennsylvania, 1991
  Bachelor of Science in Finance 
• College of Arts and Sciences, University of Pennsylvania – Philadelphia, Pennsylvania, 1991
  Bachelor of Arts in English

Professional Associations and Memberships

• New York State Bar Association
• Westchester County Bar Association
• Westchester Women's Bar Association

Past Employment Positions

• The Reader's Digest Association, Inc., Associate General Counsel & Assistant Corporate Secretary, 2007 - 2011
• Universal American Corp., Senior Vice President, General Counsel, Chief Ethics Officer & Corporate Secretary, 2005 - 2007
• Imclone Systems Incorporated, Vice President, Associate General Counsel & Assistant Corporate Secretary, 2003 - 2005
• Pryor Cashman Sherman & Flynn LLP, Associate, 1997 - 2003
• Mayer Brown & Platt, LLP Associate, 1996 – 1997
• Hawkins, Delafield & Wood LLP, Associate, 1994 - 1996