We retain two highly experienced legal counselors to ensure that PLAN provides beneficiaries, families, and their attorneys and financial advisers with expert guidance. These counselors review and draft trust documents, consult on complex eligibility and disbursement issues, and interact with federal and state agencies when novel questions arise.
Michelle LaPointe, Esq. is a partner of Wade Horowitz LaPointe LLC, a Brookline, Massachusetts law firm specializing in estate planning, elder law, disability planning, and related issues. Michelle is a member of the National Academy of Elder Law Attorneys and makes presentations regularly on issues in long term care planning and special needs trusts. Named a “Rising Star”—for three years running—in Boston Magazine’s annual SuperLawyers issue, she serves on the board of Central Boston Elder Services and volunteers for Community Servings, delivering meals to people suffering life-threatening illnesses. A member of the Massachusetts bar, she holds a law degree from Northeastern University School of Law and a Bachelor’s degree from Boston University.
Elizabeth S. Phillips, Esq. is a partner at Hackman & Phillips Elder Law RI LLC, a Warwick, Rhode Island law firm specializing in estate planning, Medicaid and special needs planning, probate and trust administration, consumer bankruptcy and related issues. Beth is a member of the National Academy of Elder Law Attorneys (NAELA) as well as the Academy of Special Needs Planners. She currently serves as Secretary to the RI Chapter of NAELA and volunteers her services via the Rhode Island Bar Association’s Elderly Pro Bono Program. She enjoys holding community workshops and presentations on issues in long term care planning, Medicaid planning and special needs trusts. Beth is a native Rhode Islander. She is a member of both the Rhode Island and Massachusetts bars. She holds a law degree from Roger Williams University School of Law and a Bachelor’s degree from Colby College.