Lisa Allen
THE LAW OFFICES OF LISA J. ALLEN, PLLC
http://www.lisajallenlaw.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: New York
What to expect from Lisa Allen
About Lisa Allen
Lisa J. Allen concentrates her legal practice in trusts and estate planning, disability advocacy, elder law, Medicaid eligibility, guardianships, supplemental needs trusts, and probate estates and administration.
Admitted to practice in all New York State courts, Lisa is also an adjunct professor at the University at Buffalo School of Law, a frequent community lecturer on elder law and issues affecting individuals with disabilities, and a certified instructor of continuing education for financial professionals, accountants, and attorneys.
Lisa is also a member of the Trusts and Estates Section and Elder Law Section of the New York State Bar Association, the Special Needs Section of the National Academy of Elder Law Attorneys, and the Surrogate’s Court Practice and Procedure Committee, Elder Law Committee, and Disability Law Committee of the Erie County Bar Association.
A recognized leader in the area of elder law and trusts and estates, Lisa was formerly the Eighth Judicial District’s representative on the Trusts and Estates Section of the New York State Bar Association, and a member of the Estate Analysts of Western New York, Financial Planning Counselors of Western New York, and the Network in Aging of Western New York.
Lisa received her law degree from the University at Buffalo School of Law, receiving the prestigious Outstanding Law Student Award from the Bureau of National Affairs at graduation and a Bachelor of Arts degree with Honors for outstanding academic performance from Harpur College at Binghamton University, where she received the Albert V. House Memorial Prize for outstanding academic achievement as a history major. While in law school, Lisa was awarded a Baldy Fellowship for the study of law and social policy.
Her community service has included serving on the Boards of Directors for the People Inc. Foundation, the University at Buffalo Law Alumni Association, and the Professional Advisory Committee of the Buffalo Community Foundation. She has been named a Business First™ Woman of Influence, a New York Super Lawyer by the Thomson Reuters™ news organization, and a Best Lawyer of Western New York by Buffalo Spree™ magazine.
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Lisa Allen
Complete the form below to reach out and schedule your 15-minute discovery call.