Lisa Simone

Of Counsel
Norton Rose Fulbright Canada LLP

Lisa Simone

Lisa Simone

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Biography

Lisa Simone is a member of our private wealth group. Lisa's practice is focused on wealth management and estate planning for high-net-worth individuals, including owners of privately held businesses. Lisa works with both individual and institutional clients.

Lisa advises clients on the development and implementation of complex and cohesive estate and tax planning transactions. She also assists clients with US cross-border and international planning where assets or intended beneficiaries are located in another jurisdiction. Her work includes the preparation of wills and powers of attorney, and the implementation of various trust structures, including discretionary family trusts, spousal trusts, alter ego trusts, joint partner trusts, Henson trusts and self-benefit trusts. 

Prior to joining us, Lisa was counsel at a prominent Toronto law firm where she practised for 19 years.


Professional experience

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LL.B., Osgoode Hall Law School, 1991

  • Ontario 1993
  • Canadian Bar Association

Knowledge

Wealth and private client

Publication | June 2019