Lisa M. Paine

Partner

Services

Private Client Services

Biography

Lisa Paine focuses her practice on estate planning, probate and trust administration, wealth transfer planning, taxation, and business succession matters for high-net-worth individuals, business owners, and multi-generational families. With more than 15 years of experience, she advises clients on sophisticated estate and wealth preservation strategies designed to achieve tax efficiency and facilitate the seamless transfer of assets across generations. Lisa has experience implementing advanced estate planning techniques and leveraging her background in corporate transactional work to address the unique needs of closely held businesses and complex family enterprises. She develops customized planning solutions tailored to each client’s personal, financial, and business objectives, including succession planning, asset protection, charitable giving, and tax-efficient wealth transfers.

Credentials

Bar Admissions

Arizona
California (inactive)

Court Admissions

Supreme Court of Arizona

Education

University of San Francisco School of Law (J.D., cum laude)
- Certificate in Public Interest Law
- Law Review, Senior Staff Member
- McAuliffe Honor Society
- Faculty Appointments Committee
- Tremain & Hoffman, LLP – Trusts, Estates, Probate & Trust Administration, Law Clerk
- Federal Public Defender’s Office – Capital Habeas Unit, Legal Intern
- Certified Legal Intern, San Francisco Public Defender’s Office
University of Arizona (B.S., Management Information Systems)

Experience

Awards & Recognition

Phoenix Magazine, Top Lawyer (2022-2025)
The Best Lawyers in America®
- Trusts and Estates (2026)

Previous Professional Experience

Jaburg & Wilk, P.C., Partner
Law Office of Lisa M. Paine, PLLC, Attorney and Owner
Burgeon Group, LLC, Staff Attorney
Law Office of Robert B. Jobe, Immigration Defense Attorney
Marin Capital Partners, L.P., Investor Relations & Operations

Professional Memberships and Activities

Maricopa County Bar Association,
- Estate Planning, Probate & Trust Section, Former Co-Chair and Board Member (December 2017 – December 2023)
Arizona State Bar
- Elder Law, Mental Health, and Special Needs Planning Executive Committee Member (2020-2021)
Valley Estate Planners, Board Member (2024 – Present)

Community Involvement

Gentry Foundation for Autism, Board Member
Early Education Cooperative Preschool, Board Member (2010-2017)

Representative Presentations and Publications

Presentations and Speaking Engagements

OBBBA: Planning Opportunities & Strategic Impact, ACTEC Arizona Spring Meeting (April 24, 2026)
Identity and Inheritance: The Emerging Role of NIL and IP in Estate Planning, ACTEC Arizona Fall Meeting (November 14, 2025)
Ins & Outs of Trust Decanting, Valley Estate Planners (September 18, 2025)
When Love Ends, Planning Begins: Estate Planning During Divorce, American Academy of Matrimonial Lawyers (July 18, 2025)
Overview: The Corporate Transparency Act, JW Attorney Meeting (September 19, 2024)
Overview: The Corporate Transparency Act, Accounting & Financial Women’s Alliance Valley of the Sun (May 16, 2024)
The Corporate Transparency Act – Ready or Not, It’s Here, Larry Wilk’s Group, Arizona Trustee’s Association (April 9, 2024)
Estate Planning Fundamentals: Wills & Trusts, MCBA (February 10, 2023)
Ins & Outs of Estate Administration, Co-Presenter, Center for Jewish Philanthropy of Greater Phoenix (January 24, 2023)
Estate Planning Fundamentals: Wills & Trusts, MCBA (February 11, 2022)
Estate Planning Fundamentals: Wills & Trusts, MCBA (February 12, 2021)
Planned Giving: Fulfill Your Desired Legacy, Co-Panelist, Prepared for Ryan House (June 25, 2020)
Estate Planning Fundamentals: Wills & Trusts, MCBA (February 14, 2020)
Estate Planning for Modern Families, North Central Parenting Group (April 24, 2019)

Articles

“Understanding Arizona Benefit Corporations: A New Era of Business with Purpose,” JD Supra (April 23, 2025)
“Navigating Divorce in Arizona: Why You Shouldn’t Ignore Your Estate Plan,” JD Supra (February 28, 2025)
“Exclusions, Exemptions, Estate Tax – What to Know in 2025,” JD Supra (January 9, 2025)
“The Importance of Funding a Revocable Living Trust,” JD Supra (December 18, 2024)
“The Corporate Transparency Act Overview,” JD Supra (December 1, 2023)
“Powers of Attorney – Planning for Life Is as Important as Planning for Death,” JD Supra (June 21, 2021)
“How to Probate-Proof your LLC Interest,” JD Supra (May 5, 2021)
“The Purpose of an LLC’s “Purpose,” JD Supra (April 22, 2021)
“The Dangers of Joint Bank Accounts,” JD Supra (April 2, 2021)
“Lessons Learned from COVID-19 – an Estate Planner’s Perspective,” JD Supra (March 29, 2021)
“Secure Act Changes Retirement Account Planning – Maricopa Lawyer,” (October 2020)
“Your Guide to Essential Estate Planning Documents,” JD Supra (May 11, 2020)
“Practice Active Listening,” JD Supra (April 25 2020)
“Preparing Health Care Documents is Just the First Step,” JD Supra (April 22, 2020)
“Will Your Health Care Wishes Be Followed?” JD Supra (April 13, 2020)
“Attention all Arizona Limited Liability Companies- The New LLC Law Applies to You!” JD Supra (January 22, 2020)
“The Impossible Choice: Selecting a Guardian for your Children,” JD Supra (October 23, 2019)
“Do I Need an Estate Plan?” JD Supra (October 17, 2019)
“5 Things Every New Parent Needs to Know About Wills,” JD Supra (October 4, 2019)

Firm News