David Lillesand is founding partner of Lillesand, Wolasky, Waks & Hitchcock, P.L., with offices in Miami (South Florida area) and Clearwater (Tampa Bay area), Florida, serving clients statewide. David represents clients in Social Security disability appeals, SSI claims, and Medicaid and other public benefits financial planning, and assisting individuals and their families in maintaining eligibility through Special Needs Trusts. David also provides training to bank trust departments 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 (SNTs)
- SSI and Social Security Disability Appeals
- Medicaid Asset Protection
Other Services
- Review of other attorneys Special Needs Trusts to assure compliance with SSI and Medicaid rules
- 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, the national Academy of Special Needs Planners
- National Organization of Social Security Claimant Representatives (NOSSCR)
- Lifetime Fellow of the Florida Bar Foundation
Education
- University of Wisconsin Law School, J.D.
- University of Minnesota, B.A., Political Science
- University of Oslo, Six-week Summer Program studying European universal health and social welfare programs
Bar Admissions
- Florida Bar
- United.States Supreme Court
- U.S. District Court for the Southern District of Florida
- Wisconsin Bar (retired)