Lisa helps clients create and maintain effective employee benefits programs. She also assists clients by providing advice on how to administer those plans.

Overview

Her practice includes the creation, review, maintenance and regulatory compliance of retirement and welfare benefit plans under ERISA, HIPAA, COBRA, the Internal Revenue Code and the Patient Protection and Affordable Care Act. Lisa also drafts plan documents, SPDs and required plan notices for her clients.

Prior to law school, Lisa gained valuable legal experience working as a paralegal and researcher at several law firms. She has significant litigation experience through all phases of a case including discovery, mediation and trial. She has also prepared witnesses, written discovery and drafted pleadings for depositions, hearings and trial. Lisa drafts wills, trusts and powers of attorney documents.

While studying law, she served for two years as a teaching assistant for UMKC School of Law's Lawyering Skills Program, where she helped first-year law students gain critical legal research and writing skills.

Experience

Lisa assists with Form 1095-C Employer Shared Responsibility reporting and responses to the IRS penalty assessments regarding minimum essential coverage.

Lisa conducts benefits-related due diligence on multi-million dollar deals.

Lisa counsels clients on COBRA and various state level mini-COBRA compliance issues.

News & Insights

Publications

Author, "Sansotta v. Town of Nags Head," The Urban Lawyer, 48 URB. LAW. 209, Winter, 2016

Recognitions

Recognitions

Myron E. Sildon Excellence in Estate Planning Award, UMKC School of Law, 2017

UMB Estate Planning Award, UMB Bank, 2017

CALI Excellence for the Future Award: Business Organizations, Estate Planning for Charitable Giving, Lawyering Skills, Tax-Exempt Organizations and Taxation of Business Organizations

Professional & Civic Activities

Professional & Civic Activities

The Missouri Bar

Kansas City Metropolitan Bar Association

UMKC Alumni Association

Volunteer Income Tax Assistance (VITA), Site Coordinator, 2015-2017

Kansas City Tax Clinic, 2016 

Admissions

  • Missouri, 2017

Education

University of Missouri-Kansas City School of Law, J.D., summa cum laude, 2017

  • Urban Lawyer, Articles Editor
  • UMKC Law Review, Staff Member
  • Moot Court Board

Missouri Western State University, Criminal Justice with emphasis in Legal Studies, summa cum laude, 2004

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