Lisa McCurdy Founder and CEO
"Lisa is an expert in the area of estate and long-term business planning for individuals and companies. We hired Lisa to work on both individual estate plans as well as a family business succession plan. The results have been tremendous with Lisa providing legal strategy, advice and counseling that will sustain the business for many years. Moreover, her positive energy and ability to work with all levels of individuals helped us work through a difficult process. Because of her thoroughness, you will be very satisfied with detailed wills and business documents. We will continue to utilize her expertise." “I highly recommend Lisa for handling complicated trust issues. I have recommended her to a number of clients who have been very satisfied with her work.” “Her knowledge expands beyond the norm…” “Her assistance has proven invaluable for many who have found themselves lacking direction for wealth management at various life stages including end stages, the demise of a family member, and marriage.” Lisa McCurdy is passionate about helping her clients achieve a true generational, legacy planning. She has significant personal fiduciary experience as trustee, trust protector and guardian and is uniquely capable of assisting clients with their future plans for care and asset management. She has considerable personal business experience and is aware of the ever-pressing day to day business issues that must be balanced with planning for the future. Further, her team partners with a team of financial management, insurance, tax planning, and valuation professionals to help people protect themselves, their families and their legacy. Ms. McCurdy is a graduate of the Georgetown University Law Center and the University of the District of Columbia. While at Georgetown University Law Center (GULC), Ms. McCurdy edited articles submitted by law professors and practicing tax counsel in her position as Lead Articles Editor of The Tax Lawyer, a collaboration between GULC and the American Bar Association. Ms. McCurdy serves on the Board and in other leadership roles of several philanthropic and community organizations. She lives in Washington, D.C. with her husband, Raymond, and Heracles the Wonderdog. Their son, Robert, lives in New York City.

Contact Information

202-253-9667

© 2019 Defining Legacy Group LLC. All Rights Reserved.

Lisa McCurdy Founder and CEO
"Lisa is an expert in the area of estate and long-term business planning for individuals and companies. We hired Lisa to work on both individual estate plans as well as a family business succession plan. The results have been tremendous with Lisa providing legal strategy, advice and counseling that will sustain the business for many years. Moreover, her positive energy and ability to work with all levels of individuals helped us work through a difficult process. Because of her thoroughness, you will be very satisfied with detailed wills and business documents. We will continue to utilize her expertise." “I highly recommend Lisa for handling complicated trust issues. I have recommended her to a number of clients who have been very satisfied with her work.” “Her knowledge expands beyond the norm…” “Her assistance has proven invaluable for many who have found themselves lacking direction for wealth management at various life stages including end stages, the demise of a family member, and marriage.” Lisa McCurdy is passionate about helping her clients achieve a true generational, legacy planning. She has significant personal fiduciary experience as trustee, trust protector and guardian and is uniquely capable of assisting clients with their future plans for care and asset management. She has considerable personal business experience and is aware of the ever-pressing day to day business issues that must be balanced with planning for the future. Further, her team partners with a team of financial management, insurance, tax planning, and valuation professionals to help people protect themselves, their families and their legacy. Ms. McCurdy is a graduate of the Georgetown University Law Center and the University of the District of Columbia. While at Georgetown University Law Center (GULC), Ms. McCurdy edited articles submitted by law professors and practicing tax counsel in her position as Lead Articles Editor of The Tax Lawyer, a collaboration between GULC and the American Bar Association. Ms. McCurdy serves on the Board and in other leadership roles of several philanthropic and community organizations. She lives in Washington, D.C. with her husband, Raymond, and Heracles the Wonderdog. Their son, Robert, lives in New York City.
Lisa McCurdy Founder and CEO
Lisa McCurdy is passionate about helping her clients achieve a true generational, legacy planning. She has significant personal fiduciary experience as trustee, trust protector and guardian and is uniquely capable of assisting clients with their future plans for care and asset management. She has considerable personal business experience and is aware of the ever-pressing day to day business issues that must be balanced with planning for the future. Further, her team partners with a team of financial management, insurance, tax planning, and valuation professionals to help people protect themselves, their families and their legacy. Ms. McCurdy is a graduate of the Georgetown University Law Center and the University of the District of Columbia. While at Georgetown University Law Center (GULC), Ms. McCurdy edited articles submitted by law professors and practicing tax counsel in her position as Lead Articles Editor of The Tax Lawyer, a collaboration between GULC and the American Bar Association. Ms. McCurdy serves on the Board and in other leadership roles of several philanthropic and community organizations. She lives in Washington, D.C. with her husband, Raymond, and Heracles the Wonderdog. Their son, Robert, lives in New York City.
"Lisa is an expert in the area of estate and long-term business planning for individuals and companies. We hired Lisa to work on both individual estate plans as well as a family business succession plan. The results have been tremendous with Lisa providing legal strategy, advice and counseling that will sustain the business for many years. Moreover, her positive energy and ability to work with all levels of individuals helped us work through a difficult process. Because of her thoroughness, you will be very satisfied with detailed wills and business documents. We will continue to utilize her expertise." “I highly recommend Lisa for handling complicated trust issues. I have recommended her to a number of clients who have been very satisfied with her work.” “Her knowledge expands beyond the norm…” “Her assistance has proven invaluable for many who have found themselves lacking direction for wealth management at various life stages including end stages, the demise of a family member, and marriage.”
Lisa McCurdy Founder and CEO
Lisa McCurdy is passionate about helping her clients achieve a true generational, legacy planning. She has significant personal fiduciary experience as trustee, trust protector and guardian and is uniquely capable of assisting clients with their future plans for care and asset management. She has considerable personal business experience and is aware of the ever-pressing day to day business issues that must be balanced with planning for the future. Further, her team partners with a team of financial management, insurance, tax planning, and valuation professionals to help people protect themselves, their families and their legacy. Ms. McCurdy is a graduate of the Georgetown University Law Center and the University of the District of Columbia. While at Georgetown University Law Center (GULC), Ms. McCurdy edited articles submitted by law professors and practicing tax counsel in her position as Lead Articles Editor of The Tax Lawyer, a collaboration between GULC and the American Bar Association. Ms. McCurdy serves on the Board and in other leadership roles of several philanthropic and community organizations. She lives in Washington, D.C. with her husband, Raymond, and Heracles the Wonderdog. Their son, Robert, lives in New York City.
"Lisa is an expert in the area of estate and long-term business planning for individuals and companies. We hired Lisa to work on both individual estate plans as well as a family business succession plan. The results have been tremendous with Lisa providing legal strategy, advice and counseling that will sustain the business for many years. Moreover, her positive energy and ability to work with all levels of individuals helped us work through a difficult process. Because of her thoroughness, you will be very satisfied with detailed wills and business documents. We will continue to utilize her expertise." “I highly recommend Lisa for handling complicated trust issues. I have recommended her to a number of clients who have been very satisfied with her work.” “Her knowledge expands beyond the norm…” “Her assistance has proven invaluable for many who have found themselves lacking direction for wealth management at various life stages including end stages, the demise of a family member, and marriage.”