Lisa B. Goddy

Lisa B. Goddy

Lisa Goddy is a member of the Estates and Trusts, Corporate and Business Succession Planning Practice Groups. She has more than 16 years of high-level experience in practicing law, with an extensive background in estate planning, probate and trust administration, special needs trusts and wealth transfer planning. Lisa also has substantial experience in counseling business owners in all facets of business succession planning and transfer of ownership of a privately held business.

Although Lisa began her legal career in Pittsburgh in 2001, she has the unique position of having resided and practiced law in the State of Florida for 12 years with an estate planning boutique law firm and continues to assist clients in Florida.

Lisa focuses on estate planning, probate, pre-marital and post-marital agreements, guardianships, elder law, special needs trusts involving the use of pooled trusts, self-settled trusts and third party special needs trusts. She also has experience in advanced estate planning involving dynasty trusts, irrevocable trusts and charitable trusts.

Lisa received her law degree from the University of Dayton School of Law in 2001 and her undergraduate degree from the University of Indianapolis in 1996. She is licensed to practice in Pennsylvania, Florida and Indiana. She is a member of the National Academy of Elder Law Attorneys and a board member of the Down Syndrome Association of Pittsburgh.

Published Works

“Sweeping Changes to the Medicaid Laws in Florida” The Florida Bar’s Real Property, Probate and Trust Law Actionline publication (Summer 2008)

Presentations

“Estate Planning for Gray Divorces,” Indiana Continuing Legal Education Forum, Indianapolis Indiana (2015)

“What is Elder Law?” Educational Series for CPAs, Naples, Florida (2013)

“Living Wills, Wills and Living Trusts – What’s the difference? How do they work?” Naples, Florida (2007-2010)

“Medicaid Planning – The Ethical Issues,” The Lloyd Institute Estate Planning Conference, Pittsburgh, Pennsylvania (2003)