Denise A Lambert, JD, LL.M

About

Denise Lambert has recently retired from a legal career spanning over 26 years.  Her early experience was in private law practice, where she provided sophisticated estate planning advice, estate administration and transfer tax planning.   She also taught at the graduate law level, with courses including individual income tax and fiduciary income tax.

For the last 12 years, she was a Director of Wealth Planning Strategies at a major financial services firm.  In this role she provided wealth transfer, estate and tax planning services for the company’s high net worth clients with the most complex needs.  She also served as a resource for the company’s financial advisors, assisting them in identifying tax and estate planning issues and solutions for individual clients, as well as preparing and presenting company-wide educational initiatives which provided advisors an opportunity for in-depth exploration of various tax and estate planning topics.