Lisa M. Powers specializes in elder law, estate planning and estate and trust administration. She has assisted clients on these matters in greater Rochester and across New York for the past 20 years while developing essential tools for the caregivers that she consults. In addition, as a certified personal finance expert and business coach she has worked with startups to C-suite executives on revamping service packages and pricing, mindset and productivity since 2012. She offers workshops, executive briefings and has hosted multi-day retreats.

Firm Description

My first elder law experience was being asked to go to a senior's home due to mobility issues when I was only a few months out of law school and had not even received my Bar exam results yet.  I drank heavenly Italian coffee, ate far too many homemade cookies and found the area that would dominate my practice for decades.  Almost 30 years into my legal career and I still love the families I serve and the personal side of the law that working with special needs brings. 

I can help with planning and serve as trustee (or successor trustee) of the supplemental needs trusts my clients need put in place.  Too often the expertise of a professional is out of reach because the trust assets won't be large enough for a corporate trustee, no one among available family is willing to take on the fiduciary duty or perhaps there simply isn't anyone available to handle the personal and professional commitment to do the job accurately.  Sometimes the family is resistant to a corporate trustee because they know the trust assets will be moved away from the trusted financial adviosr the parents have relied upon for years; when I serve as trustee I keep those same relationships in place.  Financial advisors regularly call upon me to assist with difficult cases because they know my motivation is to help the families, not to take away assets they have under management.

I value the relationships I've built with my clients, their extended families and the other advisors who work with me to serve our mutual clients' needs.  

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