Inside High-Stakes Family Wealth Challenges: Lisa Cukier on Trusteeship, Mental Health & Divorce
In this enlightening episode of The Litigator’s Edge, host Aniket Sawant sits down with Lisa Cukier, partner and chair of fiduciary litigation at Rubin Rudman, to explore the complex intersection of family wealth, mental health, and high-stakes legal disputes.
With a unique background in social work and law, Lisa brings a deeply human perspective to fiduciary litigation, representing high-net-worth families navigating crises involving incapacity, exploitation, and conflict.
She explains how mental health challenges, ranging from cognitive decline to addiction and manic behavior, can put significant wealth at risk, and how legal structures are used to protect individuals and preserve family assets.
The conversation also dives into the rise of “concierge trusteeship,” a high-touch approach to managing both financial and personal complexities, as well as her work as a private adjudicator, special master, and guardian ad litem.
From romantic exploitation and undue influence to gray divorce and blended-family disputes, this episode reveals the often unseen legal battles behind wealth preservation and distribution.
Lisa also shares her perspective on the evolving role of AI in legal practice, highlighting both efficiency gains and risks, and emphasizes the importance of seeking counsel early, before issues escalate into full-blown crises.
In this episode:
* The link between mental health and wealth preservation
* What “concierge trusteeship” really means
* Risks of exploitation, undue influence, and family conflict
* The rise of gray divorce and its impact on wealth
* How fiduciary litigation protects high-net-worth families
* AI in legal research: benefits and risks
* Why early legal intervention matters
If you're a lawyer, advisor, or someone interested in how wealth, law, and human behavior intersect, this episode offers a rare, real-world perspective.