Alicia "Lisa" L. Lowe

Alicia "Lisa" L. Lowe

Shareholder

Schwabe, Williamson & Wyatt
Washington, U.S.A.

tel: 360-905-1434
Send an Email

Local Time: 00:00

Profile

Lisa Lowe is committed to delivering value in all aspects of her diverse practice, which serves both ports and estate planning clients. As the partner in charge of Schwabe’s Vancouver office, she is skilled in matching tasks with talent and managing complex and straightforward matters cost-effectively.

Smooth sailing for ports

Lisa has worked with the Port of Vancouver for over 24 years, serving as its general counsel for over 12 years. She provides general counsel services for other ports on an as-needed basis, including drafting, reviewing and negotiating real estate transaction documents; advising on the Washington Public Records Act and Public Meetings Act; managing litigation and other legal work; and offering day-to-day general recommendations on compliance, legal risks, legal strategies, and legislative and constitutional authority.

Lisa currently serves as the Chair of the Washington Public Ports Association’s (WPPA) Legal Committee, the first non-port employee to serve as chair of any WPPA committee. Her port and community experience gives her the ability to work effectively within the political environments of small to midsize communities and municipalities.

Family and business estate planning solutions

Lisa’s estate planning and wealth transfer practice spans all areas of estate planning, including trusts, guardianships and probate. She has represented numerous clients with multimillion dollar estates and has advised personal representatives and trustees on estate, tax and trust issues. She is regularly appointed Special Representative to assist in complicated family trust matters, and provides representation in business succession planning for businesses and estate planning.

Testimonial

“I honestly don't know how the service level could be higher. Part of the key to this is the leadership Lisa Lowe brings to her personal practice and the Vancouver, WA (and by extension the broader Schwabe family) office. I know with Lisa, and others in Schwabe, that I have a partner to walk down the path to success with me shoulder to shoulder if needed.”

-Port of Vancouver

Bar Admissions

  • Washington State Courts
  • United States District Court, Western District of Washington
  • United States Supreme Court

Education

  • Northwestern School of Law, Lewis & Clark College, Juris Doctor degree (1985)
  • Lewis & Clark College, Bachelor of Arts degree (1982)
Areas of Practice

Leasing | Real Estate | Tax | Trusts and Estate Planning

Professional Career

Significant Accomplishments

Ports

  • Represented the Port of Vancouver in reviewing Washington constitutional and statutory authority for the Port’s involvement as purchaser and subsequent lessor in the development of a special events center.
  • Challenging constitutionality of law allowing annexation by a neighboring two-name port district, on behalf of the Port of Vancouver.
  • Analyzed the authority of four port districts to obtain land for dredge material outside of their representative port districts.
  • Represented the Port of Vancouver in a complicated settlement involving Columbia River Channel Deepening, development of Port real property and ultimate transfer of a portion of the property subject to a conservation easement to a non-profit land trust.

Estates

  • Negotiated agreement among all beneficiaries of an estate/trust to allow early distribution prior to parent’s death, thereby avoiding estate taxes.
  • Represented numerous minor beneficiaries in attempts by adult beneficiaries to terminate trusts early and to revise trust provisions of irrevocable trusts for clarification and tax purposes, including trusts with assets well in excess of $1 million.
  • Established pet trust provisions for various clients.
  • Integrated estate planning into business succession plans for various closely held businesses.

Articles

  • On Target - Tax and Estate Planning Group Winter 2016 Newsletter
  • Think Charitably When Selling a Business
  • Schwabe CPA Shoptalk: 8 Takeaways

Seminar

  • CPA Shoptalk - Vancouver
  • 2016 CPA Shoptalk - Vancouver, WA