Lisa M. Powers

Senior Counsel

“Individuals and business owners deserve empathetic, informed counsel. For 20 years I have helped clients sort through the maze of financial, legal and medical challenges aging brings. Whether working with executives and business owners or retirees, I apply strategic thinking and passionate advocacy to protect assets and assist clients with leaving a legacy of more than money.”

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.

Representative Matters

Matter of Kern, FH #3873663J, (Monroe County, July 8, 2003) This fair hearing successfully challenged a New York State policy that attempted to force a married Medicaid applicant to drain his IRA account without legal authority, a matter that still holds more than 15 years later.

Professional and Civic

ARC of Monroe Foundation Board, Chair
Lifespan of Greater Rochester, Board Member and Governance Committee
New York State Bar Association, Trusts and Estates and Elder Law sections
Monroe County Bar Association, Trusts and Estates section
Greater Rochester Association of Women Attorneys, member, former membership chair
Rochester Women’s Network, former membership vice president
Flower City Down Syndrome Network, Inc., former board member

Lisa also participates with Women TIES, the Women’s Council and the Greater Rochester Association of Professionals for the Elderly (“GRAPE”). She created and moderated a Facebook group for women leaders. “The B Factor,” and ran a local networking group where she engaged multidisciplinary speakers to advance the needs of business owners and high-level executives.

Recognition

Athena Award, finalist, 2015

Albany Law School

1997

cum laude

Georgetown University

1993

Location

Ithaca, NY Office

Rochester, NY Office

November 7, 2022

Veterans Day: Benefits For Those Planning Their Estates

The United States Department of Veterans Affairs offers a myriad of programs to veterans and their beneficiaries.

September 26, 2022

Make Sure Stepchildren are Cared for in Estate Planning

Laws of inheritance apply to biological children and formally adopted children. If you do not have the legal relationship, you need to make

September 7, 2022

Snowbird? We Can Help With Estate Planning For Those Living In Two Places

Splitting time between two or more places you love is a much-desired retirement dream for many. Some are “snowbirds” – those who live farthe

August 31, 2022

Is Joint Title Trouble?

It happens all too often. Fearing the alleged difficulties of probate, families add adult children as joint owners to a real estate deed or

June 6, 2022

Lisa Powers Presenting Pitfalls of Elder Care Planning Session at Lifespan Information and Inspiration Workshop

You have a will, power of attorney and health care proxy. Perhaps you have transferred your residence or other assets to protect against fut

May 16, 2022

Addressing the Need for a New York Elder Law Attorney with the Senior in Your Life

The choice about whether or not to hire an elder law attorney (or elder care lawyer, as some say) is one that is not to be taken lightly. U

May 4, 2022

Welcome to our Wills, Trusts and Estates Blog

Welcome to the Harris Beach Wills, Trusts and Estates blog! Our team of trusted attorneys will use this blog to share vital information abou

May 27, 2020

Lisa Powers On Estate Planning During COVID-19

Lisa Powers, elder law attorney, joined the “Seven Figures with Sandy Waters” podcast to discuss how the global pandemic has triggered an in

April 16, 2020

Sweeping Medicaid Changes Included in New York State Budget

While taking swift action to address the fallout from the COVID-19 pandemic, the New York State Legislature also passed the annual budget. A

April 10, 2020

New Executive Order Allows Witness Signatures via Audio-Visual Technology

Offers Solutions to Execution of Legal Documents, Including Wills, During Pandemic Gov. Andrew Cuomo signed Executive Order 202.14 on Apri

March 24, 2020

Executive Order Temporarily Authorizes “Virtual Notarization” in New York State

Governor Andrew Cuomo signed Executive Order 202.7 authorizing “virtual notarization” through April 18, 2020. Subject to the limitation outl

January 31, 2020

Lisa Powers On The Difference Between Estate and Financial Planning – and the Roles an Attorney and Financial Planner Play

Lisa Powers, elder law attorney, joined the “Seven Figures with Sandy Waters” podcast to discuss the difference between estate planning and

December 4, 2018

New VA Pension Rules Provide for 36-Month “Lookback” Period

On September 18, 2018 the VA published a new comprehensive set of rules amending 38 CFR Part 3. The new rules address issues of net worth, a

July 22, 2022

Lisa Powers Article in Rochester Business Journal

It isn’t always easy to talk about end-of-life issues with seniors in our lives, but it’s important to do for so many reasons.

December 16, 2021

Harris Beach Expands Statewide Wills, Trusts and Estates Practice with New Attorneys

Attorneys Brendan Ewing, Christina Suits and Ryan Belanger have joined the growing Harris Beach Wills, Trusts and Estates team, focused on a

November 18, 2021

In the News: Senior Counsel Lisa Powers Discusses Importance of Elder Care Planning

January 5, 2021

Lisa Powers Addresses Estate Planning During COVID-19 in Rochester Business Journal

Wills, Trusts and Estates attorney Lisa Powers posed three questions to ask yourself and those in your personal circle related to estate pla

July 23, 2019

Lisa Powers Featured in News Article on End-of-Life Plans

Lisa Powers, senior counsel and elder law attorney, was featured in a July 11 article in the Rochester Daily Record and republished on Legal

October 24, 2018

New Senior Counsel Hired for Harris Beach Rochester Office

Harris Beach PLLC has expanded its business and commercial litigation and wills, trust and estates practices with the addition of two senior

May 27, 2022

Lisa Powers Presenting Pitfalls of Elder Care Planning Session at Lifespan Information and Inspiration Workshop

Lisa will present a program during Lifespans Information and Inspiration series. Her session will focus on the Pitfalls of Elder Care Plan

April 11, 2022

Lisa Powers Presenting Pitfalls of Elder Care Planning Program to Tompkins County Chamber Members

Worried about long term care costs even though you think your estate planning is in place? Afraid because you “don’t know what you don’t kno

November 15, 2021

Lisa Powers Presenting Senior and Elder Care Planning Webinar with Rochester Business Journal

Lisa Powers will present a webinar in partnership with the Rochester Business Journal on Senior and Elder Care Planning on November 18.

May 11, 2021

Lisa Powers Presenting Lifespan Webinar: The Pitfalls With Legal Eldercare Planning Online

Lisa Powers is partnering with Lifespan to present the webinar: “The Pitfalls With Legal Eldercare Planning Online.” A description of the

October 20, 2020

Lisa Powers Presenting Webinar with Lifespan: The Pitfalls with Legal Eldercare Planning Online

Lisa will be presenting in partnership with Lifespan on the topic of “The Pitfalls with Legal Eldercare Planning Online”, on November 16. A

May 27, 2020

Lisa Powers Presents on Pitfalls with Eldercare Planning

You have a will, power of attorney and health care proxy, but hidden dangers could still cause problems. In a recent webinar hosted by Lifes

November 4, 2019

Lisa Powers to Present at Lifespan Rochester Event On Pitfalls With Eldercare Planning

In a Lifespan program Lisa will discuss the most common problems and pitfalls with eldercare planning and how to fix them. Reservations are

September 30, 2019

Lisa Powers to Present Elder Care Seminar to BNP Paribas

During this presentation, Lisa will address the following: Which legal documents must be in place? Who are the most important partners to h

March 21, 2019

Lisa Powers to Present on Elder Care Planning at Lifespan

Lisa Powers will present at a Lifespan workshop called “Hidden Dangers – Pitfalls for the Unwary with Elder Care Planning” on May 14.

Lecturer: Frequently lectured for state and local bar association programs and community groups on various aspects of elder law, estate and tax planning and estate administration, ethics of representing individuals with diminished capacity and business growth and wealth strategies for leaders and owners

Publications and Speaking: Appeared in the Rochester Business Journal, the Daily Record, appeared on the WHAM-AM 1180 “Meet the Experts” series and been interviewed by national and international experts on business, asset protection planning and finance

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Lisa M. Powers

Senior Counsel

Albany Law School

Georgetown University

Publications and Speaking: Appeared in the Rochester Business Journal, the Daily Record, appeared on the WHAM-AM 1180 “Meet the Experts” series and been interviewed by national and international experts on business, asset protection planning and finance

Speaker: Appeared once a month on Seven Figures with Sandy Waters, a personal finance podcast available on Apple podcasts

Lisa M. Powers

■ Areas of Expertise

Legal Practices

■ Profile

■ Representative Matters

■ Professional and Civic

■ Admissions

■ Education

Offices throughout New York:

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