HCS Complimentary Educational Seminar

Lisa concentrates her practice on providing comprehensive representation in elder law, Medicaid planning, special-needs planning, estate planning and estate administration. She develops comprehensive asset protection and care plans and prepares essential documents, including wills, trusts, durable powers of attorney and gift riders, and health care proxies. Lisa helps clients with disabilities and families with disabled children access public benefits and maximize the preservation of individual and family assets. She also assists clients with Article 17A guardianships for disabled children or family members.  See her professional profile.

Josh has worked for Heritage Christian Services for over 12 years. In his current role, he assists the self-direction team in managing over 200 New York State Office for People with Developmental Disabilities housing subsidies in the Finger Lakes region. Well versed in OPWDD guidance, he has supported numerous people to successfully apply for the OPWDD Housing Subsidy and Transition Stipend.  

Betsy practices estate planning and advises families regarding the legal issues related to family members with special needs. She represents clients in several practice areas, including real estate development and transactions, business and estate planning. She was instrumental in the launch of the Affordable Housing and Community Development Practice Group. Betsy represents real estate developers, property owners, tenants/end users and institutions on all matters related to real property development and ownership.  See her professional profile. 

Seth Greenman is the co-director of the NYHRC and lead faculty for the Housing Navigator Course. He serves as a consultant for the New York Alliance for Inclusion and Innovation and the project director for the Housing Resources for Independent Living grant, leading the redesign of the NYHRC from 2023 to 2027. He also worked as the master housing navigator in OPWDD Region 1 (Western New York & Finger Lakes) from 2019 to 2022. As New York Alliance’s point-person for the region, Seth led the planning process for people to successfully navigate from certified housing to independent living arrangements while supporting capacity building within the regional housing collaborative.

Prior to his work with the New York Alliance, Seth worked in various capacities with Heritage Christian Services from 2006 to 2019, including as a direct support professional, residential manager and fiscal intermediary.  

With more than 20 years of experience working with people with intellectual and developmental disabilities, he seeks to ensure people have access to good information to get the support they need no matter where they are in their housing journey. 

Seth is also the co-owner and lead housing navigator at Avenue Green Consulting & Services, LLC, where he provides consultation services for those interested in developing a housing plan and pursuing the goal of living in their own place.

See his professional profile. 

Kelly concentrates her practice in the areas of elder law, long term care planning, Medicaid and special needs and guardianship planning. Kelly believes it is important that clients understand the plan being implemented and will take the time to carefully explain each component. See her professional profile. 

Julie has over 30 years of leadership experience within Heritage Christian Services, most recently as our director of customized supports. In that role, Owen managed the growth of the agency’s community habilitation and in-home respite program, which initially served 12 individuals, to currently providing services to over 200 people and their families. Julie also served in leadership roles in residential and respite services. She has served on numerous project teams for the agency, including restructuring community habilitation, eVero implementation, sustainability of emerging services and advancing the use of our learning management system within community services. Julie is an OPWDD-certified broker, a certified housing navigator and a member of both the Developmental Disabilities Advisory Council and the New York Alliance Self Direction subcommittee. See her professional profile. 

Ruth and Alan’s son, Andrew, lives in a home with three of his friends. The home was purchased by the Sleemans as an LLC. Ruth and Alan can share with families about their success story with non-certified housing, how they have achieved excellent staff retention with 24-hour support and established systems to support one another, their children and the team.

Kevin works with families to provide them the extraordinary benefits of a personal CFO and a virtual family office. He looks at how their legal, tax, business, investment, cash flow and family situation relates to their overall purpose. See his professional profile. 

Patrick specializes in building customized, comprehensive financial plans using a dedicated process to ensure that every area of a client’s financial life is addressed. Patrick considers all areas of a financial plan to be equally important, from budgeting, risk analysis and portfolio construction to tax, insurance and estate planning. See his professional profile.

Stephanie blends her knowledge of trusts and estates law and experience with implementing investment strategies to develop sophisticated estate plans for people and their families. See her professional profile. 

Frank brings nine years of experience in the field. He enjoys problem-solving and creating customized solutions for complex issues, whether in investment management or advanced planning. He excels at understanding clients’ ideal visions for their lives and takes the time to ensure they leave his office without confusion. See his professional profile.