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Lisa Nachmias Davis, Esq.

Serving New Haven County, surrounding communities, & all of CT.

205 Church Street, Third Floor, New Haven, CT 06510

My practice includes both planning for individuals (estate planning and administration, elder law, planning for those with disabilities) and advising nonprofit organizations. 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.

With over fifteen years practicing elder law, 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. I keep current on developments in elder law and help to raise the quality of elder law services in Connecticut through my service on the Executive Committee of the Connecticut Bar Association Elder Law Section, membership in the National Academy of Elder Law Attorneys, and membership in the Special Needs Alliance.

To improve public knowledge in these areas, I maintain my own website, www.sharinglaw.net, which includes information for practitioners and the general public. I also serve on the Executive Committee of the Board of Directors of the Agency on Aging of South Central Connecticut.

To summarize the services I provide:

  • - wills and estate planning;
  • - Medicaid applications and counseling
  • - conservatorships
  • - special needs trusts and benefit planning
  • - trust and estate administration

Please contact us at:

205 Church Street, Third Floor, New Haven, CT 06510
Email: davis@sharinglaw.net
Phone
: 203-776-4400

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