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Senior and Elder Care Planning

Rochester Business Journal Webinar Series

Local experts will discuss how the senior living and elder care industries are changing in our region.

10 a.m. | Nov. 18



Ann Marie Cook
Richard A. Marchese
Kim Nugent
Lisa Powers
Ann Marie Cook
President & CEO
Richard A. Marchese
Woods Oviatt Gilman LLP
Kim Nugent
Senior Vice President
Sage Rutty
Lisa M. Powers
Senior Counsel
Harris Beach

Sponsored by:

Woods Oviatt Gilman LLP

Richard A. Marchese is a Partner in the firm’s Elder Law and Health Care Practice Group responsible for handling all elder law and health care issues. He concentrates his practice in Medicaid and Estate planning, Social Security, Medicare and Medicaid eligibility and recovery matters, asset protection, issues of spousal support, and the use of trusts in Medicaid planning. Mr. Marchese also provides counsel to health care providers in matters of compliance with federal and state regulations, defense of government audits and investigations, voluntary self-disclosures, corporate compliance and professional licensure issues.

Prior to joining the firm, Mr. Marchese served for over fifteen years as Chief Counsel to the Monroe County, N.Y. Department of Social Services, advising the Chronic Care, Home Care and Adult Protective units at that agency. Mr. Marchese actively pursues appeals of Medicare denials of coverage, denials or discontinuances of Medicaid, and denials of coverage claims from insurance providers, including appeals of long term disability claims. He was Counsel for the Monroe County Provider Fund, Waste and Abuse Demonstration Project, and he now represents Medicaid providers in matters of compliance with government regulations and defense against government audits.

Lisa M. Powers specializes in elder law, estate planning, and estate and trust administration. She has assisted clients on these matters in greater Rochester and across New York for the past 20 years while developing essential tools for the caregivers that she consults. In addition, as a certified personal finance expert and business coach she has worked with startups to C-suite executives on revamping service packages and pricing, mindset and productivity since 2012. She offers workshops and executive briefings, and has hosted multiday retreats.