Lisa’s practice focuses on all aspects of estate planning including special needs trust planning, conservatorships and advanced wealth planning.  

Lisa understands the unique challenges of parenting a child with special needs as one of her three adult children has Down Syndrome.  She goes beyond just creating a trust document and can help parents and loved ones understand the various services available to their child and family.  Lisa is able to listen to the needs of her clients and educate them about possible solutions.

  Lisa is a graduate of the University of Denver School of Law and is a member of the Silicon Valley Bar Association.  Prior to working as an estate planner, Lisa worked at Protection and Advocacy where she helped parents with special education issues and Regional Center eligibility.

Lisa is a frequent presenter on the topics of  Estate Planning, Special Needs Trusts, Limited Conservatorship and How to Administer a Special Nees Trust.

Firm Description

Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options. When you visit or call our office, we want you to feel comfortable discussing such an important issue concerning both you and your family. We want to arm you with the information you need to make an informed decision about your family’s future.

If you have a well-drafted estate plan in place, you’ll ensure that your estate passes to whom you want, when you want, and is carried out in the manner you’ve chosen. You can rest assured that your family won’t have to endure the public process and costly matter of probate. The government won’t be able to take what you’ve spent a lifetime building. But you need to be aware of the many options that exist in estate planning—and you must choose your attorney wisely.

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