Lisa J. Keating is an associate attorney at Barth Calderon LLP, with a practice focusing on estate planning, business succession planning, and asset protection. Lisa has extensive experience in the financial services industry, helping clients to plan their futures.
Ms. Keating seeks to help families understand and address their estate planning needs and goals, and to protect personal and business assets. In addition to have conducted investment and tax law seminars for clients and attorneys, and assisted clients and their CPAs on minimizing tax consequences and on settling estate matters.
Before establishing her estate planning practice, Lisa worked as a financial advisor, served as in-house Corporate Counsel, and negotiated large scale contracts.
As an adjunct professor, Ms. Keating taught Property and Tort Law courses.
Lisa earned a B.A. in Economics from UCLA and graduated cum laude from Western State University College of Law with an Emphasis Program in Taxation.
Juris Doctor, with an emphasis program in Taxation
Bachelor of Arts, Economics
Accounting for Managers
Real Estate Principles
On-line component of Property and Torts courses
President, Vanguard Cancer Foundation
Orange County Bar Association
Celtic, Italian, and Hispanic Bar Associations
Legal Aid Society of Orange County
Recent presentations have been for another industry. 15-17 years ago I did presentations on ordinance development. 18+ years ago I did tax and investment presentations.
I have been published only once – An industry magazine about construction and demolition debris ordinance drafting in 2002.