Site Last Updated: November 18, 2009 (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
 
 
 


 
 
 
 
 
 
 
 
 

Greetings and Salutations! 

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. Starting in October, 2009, I have 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, and have been running this site for 12 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:
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
        "What if I Give It All Away?" Medicaid
          Transfer Rules

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

        Exempt Assets:  What You Get to Keep on Medicaid
        After Spending Down
        Ten Reverse Mortgage Basics / Good and Bad of Reverse
          Mortgages
    Living Trusts - introduction
   
Estate and Tax Planning - introduction
        The Med-Ed Gift Tax Exemption
        How to Administer a Life Insurance Trust
        Second-to-Die Life Insurance:  A Primer 

        2009 Tax Alert
    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 index of non-profit articles
 

    Legal Links Pages

    Elder Law Links (for Professionals)
    Elder Law Links for Consumers
    Uniform Policy Manual
    Disability Law Links
    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