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About me

Lisa represents clients in the areas of elder law, Medicaid planning, special needs planning, estate planning and estate administration.  She works with clients who require long-term nursing home care or home care to develop a comprehensive asset protection plan.

Lisa represents seniors who need long-term care, and works with their families and other medical professionals to develop an appropriate care plan, whether that includes home care, independent living facility, assisted living or a skilled nursing home.  Lisa then implements strategies to protect assets while accessing public benefits, including Chronic Care Medicaid for nursing home care and Community Medicaid for home care.  She uses a variety of strategies available for clients depending on their particular circumstances, including outright transfers, irrevocable Medicaid trusts, annuities, loans, pooled trusts to shelter excess income, and transfers of real property.  Lisa also helps clients access available Veteran's benefits.  For clients seeking planning prior to illness, Lisa prepares the necessary documents, including wills, durable powers of attorney and gift riders, and health care proxies to ensure the clients' wishes will be carried out.

Lisa represents clients with disabilities or families with disabled children to implement planning strategies to access public benefits and maximize preservation of the individual's or family's assets.  She advises clients on self-settled supplemental needs trusts, as well as pooled community supplemental needs trusts.  She also assist clients with Article 17A guardianships for disabled children or family members.

Lisa provides clients with necessary estate planning documents including wills, trusts, powers of attorney and health care proxies.  She also assists clients with planning to avoid estate tax and she provides estate administration services.


Practice areas


  1. Elder Law: 40%
  2. Medicaid & Medicare: 30%
  3. Estate Planning: 20%
  4. Guardianship: 10%



Retainer (sometimes), Pro bono (5%)

Payment types:

Cash, Check, Credit card

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Contact info

Lacy Katzen LLP

130 E Main St
Rochester, NY, 14604-1610

Lacy Katzen LLP

1276 Ridge Road
Ontario, NY, 14519

Lacy Katzen LLP

1101-C English Road
Greece, NY, 14616

Lacy Katzen LLP

1173 Pittsford-Victor Road, Building 6, Suite 140
Pittsford, NY, 14534

Lacy Katzen LLP

23 North Street
Canandaigua, NY, 14424

Lacy Katzen LLP

4292 Lake Avenue
Rochester, NY, 14612

Lacy Katzen LLP

319 West Main Street
Batavia, NY, 14020



NYCurrently registered 198603/13/2015
DCInactive 198805/24/2015
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
Client Distinction AwardMartindale-HubbellN/A
Work experience
TitleCompany nameDuration
PartnerLacy Katzen LLP2001 - Present
Association namePosition nameDuration
Monroe County Bar AssociationMemberN/A
New York State Bar AssociationMemberN/A
National Academy of Elder Law AttorneysMemberN/A
Greater Rochester Area Partnership for the Elderly, Inc.By-Laws ChairpersonN/A
Greater Rochester Association of Women AttorneysMemberN/A
Norman Howard SchoolBoard of DirectorsN/A
School nameMajorDegreeGraduated
Columbia University School of LawLawJD - Juris Doctor1985
Michigan State UniversityN/ABA - Bachelor of Arts1981
Speaking engagements
Conference nameTitleDate
Parent Information ProgramSpecial Needs Planning2015
MCBA; GRAWA; NYSBA; Financial Services Professionals; Caregiver OrganizationsElder Law IssuesN/A