205 Church Street Third Floor New Haven, CT 06510 Phone: 203-776-4400 Fax: 203-774-1060 or 776-4411 |
Lisa Nachmias
Davis
|
|
![]()
|
PROFESSIONAL BIOGRAPHY My practice includes both planning for individuals (estate planning and administration, elder law, planning for those with disabilities) and advising nonprofit organizations. In the first category,
planning for individuals,
I have been certified as a "Certified Elder Law Attorney" ("CELA") by
the National Elder Law Foundation (important note: such
certification is not officially
recognized in Connecticut, which does not yet recognize elder law as a
"specialty."). I am the co-author of The
Elder Law Answer Book, Second Edition (Aspen 2003, updated
annually),
which covers a wide variety of estate planning, probate, and elder law
topics in a useful Q&A Format. I am a frequent speaker on
elder law/special needs and estate planning topics, and most recently
spoke at VNA Community Care in Guilford on the topic "When the One You
Love Needs Long-Term Care." I serve on the Executive Committee of
the Connecticut Bar Association Elder Law Section, and I am a member of
the National Academy of Elder Law
Attorneys and an affiliate member of the National Alliance on Mental Illness.
I am also a member of the Special Needs Alliance.
To improve public knowledge in these areas, I maintain this website,
have writings included on the website CTElderLaw.org maintained by
Connecticut Legal Services, and host
a listserv for elder law attorneys in Connecticut. I
also serve on the Executive Committee of the Board of Directors of the Agency on Aging of South
Central Connecticut.
I have represented
individuals of very modest means as well as planning for those with
multimillion dollar estates. My clients include middle class
families incorporating special needs trusts into their estate plans or
providing for children after their deaths, wealthy individuals seeking
to reduce estate taxes through life insurance trusts and other means,
disabled individuals over 50 trying to access benefits, individuals in
nursing homes (and their families) applying for Medicaid or planning
for future expenses, family members seeking conservatorship over a
loved one or challenging the appointment of a conservator, and of
course, the executors of decedents' estates. In the second category, advising
nonprofit organizations,
I am a Visiting Clinical Lecturer in Law at the Yale Law School, where
I
co-direct a the Yale Law School Nonprofit Organization Law
Clinic. I am a member of the Connecticut Bar Association
Tax Section and an adjunct member of the Exempt Organizations
Committee
of the American Bar Association Tax Section.
My clients have included professional associations, private
foundations, supporting organizations, community foundations, churches
and synagogues, advocacy groups, and numerous small publicly supported
organizations just starting out. Through my website, I try to
give organizations as much "do-it-yourself" help as possible. My
articles in this area include "How to
Stay Out of Trouble Under the Excess Benefit Rules," published in Connecticut Lawyer magazine; and "Remember Your Fractions: The
Public Support Test," published on this website and incorporated in
the Yale clinic's curriculum. I started my own practice in January, 2006, after being a partner in the firm of Tyler, Cooper & Alcorn. Other past associations have included Robinson & Cole, in Hartford, and Cummings & Lockwood, in New Haven. I received my B.A., magna cum laude, from Yale College in 1982 and my J.D. from Yale Law School in 1990, following which I held a clerkship with Justice David M. Shea of the Connecticut Supreme Court. Return to sharinglaw.net Index Information topics (just click on the blue heading): Planning for
the disabled Page last updated
August 24, 2006.
Disclaimer:
Web-site design by: Tintern Productions Lisa
Nachmias Davis, |
|
|
|