David Lillesand, a partner in Lillesand & Associates P.A., with offices in Miami and Clearwater, Florida, represents clients in Social Security disability appeals, SSI claims, and Medicaid and other public benefits financial planning, assisting individuals and their families in maintaining eligibility through Special Needs Trusts. David also provides training to banks on the administration of Special Needs Trusts, and is a frequent lecturer on SSI, Medicaid, and Special Needs Trusts at law schools, continuing legal education programs, and community organizations assisting parents of disabled adult or minor children.

Practice Areas

  • Special Needs Trusts
  • SSI and Social Security Disability Appeals
  • Medicaid Asset Protection

Other Services

  • Professional consultations to other attorneys and bank trust officers on SSI and Medicaid eligibility issues
  • Estate planning for families with disabled members, including preparation of wills, trusts, and will substitutes
  • Financial planning to protect SSI, Medicaid and other public benefits
  • Presentation of training programs for bank trust department on SSI SNT trust administration issues

Professional Associations

  • Charter member, Academy of Special Needs Planners
  • National Organization of Social Security Claimant Representatives (NOSSCR)
  • Society of Settlement Planners
  • Lifetime Fellow of the Florida Bar Foundation
  • Dade County Bar Association
  • Elder Law Section of the Florida Bar
  • South Miami-Kendall Bar Association
  • South Florida Association for Retarded Citizens

Education

  • University of Wisconsin Law School, J.D., 1972
  • University of Minnesota, B.A., Political Science, 1966

Bar Admissions

  • Florida Bar
  • District of Columbia Bar
  • United.States Supreme Court
  • U.S. District Court for the Southern District of Florida
  • Wisconsin Bar (retired)