Lisa Goddy
Serving Southwest Florida for Over 30 Years
About
Practice Areas:
- Estate Planning
- Estate & Trust Administration
- Elder Law/Guardianship
- Special Needs Trusts
- Business Succession Planning
Lisa B. Goddy brings more than 20 years of experience as a trusts and estates attorney. Lisa focuses her practice on estate planning, wealth transfer planning, probate and trust administration, elder law, special needs trusts, guardianships, and business succession planning for business owners.
Prior to joining Wollman, Gehrke & Associates, P.A., Lisa worked at a large, multi-state law firm and a mid-sized law firm where her practice focused on sophisticated estate planning and complex trust and estate administration. Lisa assists clients in designing comprehensive plans tailored to meet their goals and objectives, giving them the peace of mind in knowing that they have planned for their future and provided for their family for successive generations.
Bar Admissions:
- Florida, 2001
- Pennsylvania, 2002
Education:
- University of Dayton School of Law; J.D. (2001)
- University of Indianapolis; B.S., summa cum laude (1996)
Professional Activities & Experience:
- Member; The Florida Bar, Real Property, Probate & Trust Section
- Member; The Florida Bar, Elder Law Section
- Member; National Academy of Elder Law Attorneys (NAELA)
- Member: Academy of Florida Elder Law Attorneys (AFELA)
- Board; Down Syndrome Association of Pittsburgh (2016-2018)
- Internship; Chief Judge of the United States District Court for the Southern District of Ohio, the Honorable Walter H. Rice (2001)
Publications & Presentations:
- Indiana Continuing Legal Education Forum; “Estate Planning for ‘Gray’ Divorces” (2015)
- RPPTL’s Actionline Summer 2008 Edition; “Sweeping Changes to the Medicaid Laws in Florida”
- The Lloyd Institute Estate Planning Conference, Pittsburgh, Pennsylvania; “Medicaid Planning – The Ethical Issues” (2003)