Site Last Updated: March 16, 2014 (at least parts!)

 
Lisa Nachmias Davis
Davis O'Sullivan & Priest LLC
129 Church Street
Suite 805
New Haven, CT
06510
Phone: 203-776-4400
Fax: 203-774-1060

davis@sharinglaw.net
 
 
 


 
 
 
 
 
 
 
 
 

Welcome!* 

These are the legal information and links pages of 
 
sharinglaw.net


~  the website of Attorney Lisa Nachmias Davis

I am an attorney practicing law in New Haven, Connecticut, U.S.A., the "Elm City," home of Yale University and some of the best pizza in New England. Since October, 2009, I have had the good fortune to practice law with two other good friends and attorneys, as the firm of "Davis O'Sullivan & Priest LLC."  Most of my work involves helping people with estate planning (wills and trusts), elder law problems (Medicaid and Medicare, living wills, conservatorships -- other than contested proceedings), disability issues (trusts for disabled individuals, entitlements), and probate; and helping nonprofit organizations with general tax and corporate problems, including fundraising through deferred giving.  My partners do this too, and also help with residential real estate transactions; income, estate tax, gift tax, and fiduciary income tax return preparation; and estate and trust administration.  I am the "geek" among us, even if at this point my technique is a little dated -- and have been running this site for 17 years, so for better or for worse, my site provides the web-based educational resources of our firm.

If you want to read about my professional background, read my biography.
If you want directions to the office of Davis O'Sullivan & Priest, click HERE.   (We also make house calls)
By law, I must post my privacy policy -- here it is.
If you don't find what you need, you can also search this site - it opens in a new tab/window:
The following is a list of most of the law-related webpages and other articles on this site.

Information Pages and Articles for general readers:

    Planning for Those with Special Needs - introduction
        How Should the Family of a Disabled Individual
              Design an Estate Plan?  Part I / Part II

        Planning [for the elderly] with transfers
              for the disabled
           CLICK for FULL INDEX of special needs articles

    Planning for the Elderly - introduction

        Slideshow:  Medicaid and Long-Term Care
          (Use Internet Explorer to view slideshow)
        Being Beneficiary of your Spouse's Testamentary Trust
        What You Owe Your Family If You Have a Preliminary Diagnosis of Alzheimers
         "Protecting Assets" (Against the Cost of Long-Term Care)
        "What if I Give It All Away?" Medicaid Transfer Rules
        Medicaid for Married Couples
          What You Still Have to Do After Applying...

        "How to Spend Down":  Getting Ready for Medicaid in CT

        Exempt Assets:  What You Get to Keep on Medicaid
        CLICK for a FULL LIST of articles dealing with the elderly
    Living Trusts - introduction
   
Estate and Tax Planning - introduction
        Do You Need a Bypass?

        Living With a Bypass Trust
        The Med-Ed Gift Tax Exemption
        How to Administer a Life Insurance Trust
        Second-to-Die Life Insurance:  A Primer 

   Tax-Exempt Organizations - introduction
        Sure You Want to... Set up a 501c3?
        10 Steps to Set Up a Tax-Exempt
             Organization in Connecticut

        Compliance List for "501(c)(3)"
           Corporations in Connecticut
           CLICK for FULL LIST of non-profit articles
 

    Legal Links Pages

    Elder Law Links (for Professionals)
    Elder Law Links for Consumers
    Disability Law Links
    Find a Social Security Disability attorney
    Nonprofit Organization Law Links
    Join CT Elder Law Discussion Group

   Articles for Professionals:

    Paying for Staying at Home:  Reverse Mortgages
    Keeping the Promise of Section 529 a Reality
   How to Stay out of Trouble Under the
       Excess Benefit Rules (PDF)
   Liabilities of Officers and Directors of Connecticut
       nonprofit corporations
   Remember Your Fractions: The Public Support Test

 

       Check "The Elder Law Answer Book,
       Third Edition," by Robert Fleming
       and Lisa Nachmias Davis (Aspen 2009)
       available with annual updates from Aspen
       Publications.

Disclaimer:
This site was first created in 1997 by a kind and generous friend and is updated by me for the general informational use of the public. Writing to me does not create an attorney-client relationship; I can only provide general information, and will not provide advice about a particular case without a formal engagement.

Back to my home page

Web-site design by: Tintern Productions

Lisa Nachmias Davis
Davis O'Sullivan & Priest LLC
Attorneys at Law
129 Church Street, Suite 805

New Haven, CT  06510
Phone: 203-776-4400
Fax:  203-774-1060
e-mail:  davis@sharinglaw.net

 

 

 
   *This page used to begin "Greetings and Salutations!"  The reference was to Charlotte's Web, in which the unforgettable heroine Charlotte, a spider, greets the naive young pig, Wilbur, with the cry, "Salutations!"  Little did I know that old notices from the Draft Board apparently once began, "Greetings and Salutations," much to the distress of a potential client viewing this page.  Thus, "Greetings and Salutations" shall no longer grace the entry to the legal pages of my website!