Alison Kaplan Email & Phone Number

New York, Ny, Us

Brooklyn, New York, Us

• Drafting motions and other court papers • Appearing in court and administrative tribunals for conferences, hearings, and other proceedings• Representing clients and/or the agency in guardianship and collateral proceedings • Identifying clients’ legal issues as they arise and addressing them accordingly• Consulting with case managers and other staff as necessary to address issues facing clients• Preparing affirmations detailing services provided to clients• Assisting with preparation of court-mandated and funder-mandated reporting• Identifying legal and other issues relevant to guardianship and the populations we serve and strategizing with the Project team to address them• Representing the Project at relevant conferences and meetings to improve guardianship practice• Reviewing contracts • Drafting reports for funders • Monitoring compliance for existing grants and contracts• Tracking client and project data• Researching and applying for new grants and contracts• Maintaining relationships with funders and advisory board• Assisting the Project Director with special projects as required

Legal Support to this Holistic Law Practice focusing on Trust & Estate Planning. Researched trusts and special powers statutory requirements in neighboring states, prepared special powers documents, and provided support in law practice management responsibilities: website, insurance, billing.

Assisted Clinic Director in ongoing cases and special projects. Responsible for client's 17A guardianship annual accountings. Counseled clients on their rights and obligations in the management of supplemental needs trusts, fiduciary responsibilities as a power of attorney, SSI issues, and SSD and Medicaid eligibility.

New York, Ny, Us

Clinic Intern, September 2012 – May 2013: Interviewed, counseled and advised disabled and elderly clients and their families in 17A and Article 81 guardianships, estate planning, employment discrimination, and SSD benefits eligibility. Represented clients under a student practice order.Summer Intern, Summer 2010: Counseled and prepared clients for SSD appeal hearings. Researched and drafted memos on SSD eligibility. Initiated and executed 17A guardianship. Counseled client for Family Court appearance on child custody and stand-by guardianship matter.

Represented clients, under a student practice order, in hearings for assisted outpatient treatment and medication over objection matters. Site-visits to and interviews with elderly and disabled clients and family members involved in Article 81 guardianships petitions. Appointed Court Evaluator to investigate for, report to, and testify in Bronx County Supreme Court on recommendations for guardianship. Drafted memo to court in support of guardianship denial.Intern, 2nd Judicial Department, Westchester Division, NY, Fall 2011Researched and drafted memoranda of law on Article 81 guardianship for mentally disabled adult. Prepared clients for medication over objection hearings. Reviewed final and annual guardianship accountings.

Project management and fundraising consultant to arts, education, and social service organizations in strategic planning, direct mail, budget management, donor relations, marketing. Expertise in database management, coding analysis, and training for users of Raiser's Edge.

Feb. 2011 - May 2011: Coordinated initiation of medical-legal partnership program, with Staff Attorney, at White Plains Hospital. Assisted attorney with drafting of wills and powers of attorney, disability planning, and stand-by guardianships. June 2011 - August 2011: Researched applicable cases for federal court brief on housing discrimination due to disability. Drafted motions, affidavits, and letters for attorneys on landlord/tenant matters, mortgage modifications, hardship statements, municipal ordinances, special needs trusts, and medical advance directives. Successfully expunged inaccurate conviction record hindering client from New York City Department of Education employment.

New York, Ny, Us

Oversaw organization's direct mail campaigns. Managed $80K budget. Coordinated work of designers, list brokers, and mail house.

Lauched updated This Old House web site

Promoted and delivered ongoing professional development activities and materials used by NYC literacy providers to educate adults.

Teamed with principals and managers to develop marketing materials and proposals for submission by conducting market research, graphic selection, and written materials editing.

New York, New York, Us

As part of Individual Giving Team cultivated potential new members for major gift appeals. Managed and developed patron cultivation tracking activity on Raiser’s Edge database.

New York, Ny, Us

Supervised and implemented alumni development activities including annual phoneathon and scholarship appeal mailings.

Doctor Of Law (J.D.)

Master Of Fine Arts (M.F.A.), Arts Administration

Certificate, Web Page, Digital/Multimedia And Information Resources Design

Bachelor Of Arts (B.A.), Literature