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In the News

Presenter: Melissa Schutz Lilly, JD, CTFA

Kimberly Hill - Wednesday, February 08, 2017

Please join us March 10-11, 2017 at our 10th Annual Conference celebrating “Ten Years of Help, Hope and Healing”. Professionals will have the opportunity to hear from an exciting line up of experts in the field of brain and spinal cord injury while earning up to 12 CEUs. Survivors will participate in hands on activities, socialize with others and hear motivational, helpful and inspiring messages. Registration information, along with the schedule of events and location can be found HERE or by sending email to

Melissa Schutz Lilly, JD, CTFA will be presenting on Saturday, March 11th at 1:30 pm on “Introduction to Special Needs Trust and ABLE Accounts – Sheltering Assets in Order to Receive Public Welfare Benefits”.

Melissa Schutz Lilly, JD, CTFA, Senior Vice President and Senior Wealth Advisor joined IBERIA Wealth Advisors from OMNIBANK in June 2011.  She headed up the trust department for OMNIBANK since December of 2009.  Prior to joining OMNI, she practiced estate-planning law in California with a major regional law firm.  Her main focus has been on estate planning and trust administration.  She earned her Juris Doctor from the University of California, Davis School of Law.  She earned her Bachelor of Arts in English from the University of Colorado, Boulder where she graduated Summa Cum Laude.  Melissa is a member of the California State Bar and the Estate Planning Council of New Orleans.