Estate Planning and Administration,
Elder Law and Special Needs
Compassionate, Trustworthy, Professional. These are some of the words clients have used to describe their experience working with Lisa Poncia. Lisa, who earned her J.D. from UC Hastings College of Law, is an accomplished attorney who specializes in the areas of Estate Planning & Administration and Elder Law & Special Needs. She is a Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar Board of Legal Specialization.
Lisa offers her clients years of expertise and personalized service coupled with a caring approach. Focusing on Estate Planning, Elder Law, and Special Needs, she is skilled at drafting and managing estates of all sizes as well as providing counseling for elderly clients and those with disabilities.
As an advocate, Lisa patiently guides her clients through the process, answers their questions, and keeps them informed each step of the way. Her warm, empathetic demeanor instills trust and confidence.
She is a trained practitioner in special needs trusts, conservatorships, and long-term care planning including Medicare, Medi-Cal, Veteran’s Administration Benefits, and Social Security. Lisa is an active member of the National Academy of Elder Law Attorneys and is accredited by the VA to advise veterans regarding their benefits.
Having distinguished herself in her field, Lisa has also taught at UC Hastings College of Law (her Alma Mater), UC Davis College of Law, and California State University Sacramento. At UC Hastings she taught Legal Writing, at UC Davis she taught Legal Writing and Research, and at Sacramento State she taught Human Resources Laws and Regulations.
Lisa lives in Marin County, CA, with her husband Loren and their two daughters, Avery and Julianna. Together, Lisa and Loren manage Stemple Creek Ranch in Tomales. Their business specializes in sustainably raised, organic grass-fed Angus beef and lamb.