Lisa C. Simon

Overview

For more than 35 years, Lisa has worked in the area of Estates and Trusts where she has gained significant knowledge and experience in all levels of estate administration.

Experience

Preparation of Orphans’ Court Division forms and filings
Assisting in the collection and distribution of estate assets
Opening and maintenance of estate and trust bank accounts and relationships with personnel at the bank
Valuation and transfer of securities
Analysis, accounting and data entry in the preparation of the Federal Estate Tax Return, Pennsylvania Inheritance Tax Return, and Inventory
Preparation of U.S. Gift Tax Returns
Preparation of annual trust accounting

According to Lisa, working at Houston Harbaugh gives her the opportunity to do her best every day. She loves her work, and enjoys working closely with the attorneys and the firm’s clients. Her years of experience are recognized as a valuable asset to the Estates and Trusts practice.