
Elizabeth Lindsay-Ochoa
JD, LLM (Tax), CPWA®
Adjunct Professor
Elizabeth Lindsay-Ochoa is an adjunct professor in the Master of Science in Financial Planning (MSFP) graduate program at The American College of Financial Services. She brings over two decades of expertise in guiding high-net-worth clients through the intricacies of estate, charitable, and income tax planning. Her insights have been showcased at the Investments & Wealth Institute, the Association of Fundraising Professionals International Conference on Fundraising, the American Bar Association (ABA) Real Property, Trust and Estate (RPTE) section, the ABA Tax Section, and the Association for Advanced Life Underwriting. Beyond speaking engagements, she has written articles for publications such as Tax News Quarterly, Probate and Property, and National Underwriter. She has been quoted by major news outlets, including U.S. News & World Report, MSN, and Bankrate.
Lindsey-Ochoa earned her BA in Telecommunications from Michigan State University, her JD from Thomas M. Cooley Law School, and her LLM in Taxation from the University of Denver. She is also a member of the Society of Trust and Estate Practitioners (STEP), where she serves on the editorial board of the STEP journal. She is actively involved in the ABA's RPTE section, where she has held several leadership roles. She is licensed to practice law in Michigan, Colorado (inactive), New York, Connecticut, and Massachusetts.
- Tax Planning
Elizabeth Lindsay-Ochoa is an adjunct professor in the Master of Science in Financial Planning (MSFP) graduate program at The American College of Financial Services. She brings over two decades of expertise in guiding high-net-worth clients through the intricacies of estate, charitable, and income tax planning. Her insights have been showcased at the Investments & Wealth Institute, the Association of Fundraising Professionals International Conference on Fundraising, the American Bar Association (ABA) Real Property, Trust and Estate (RPTE) section, the ABA Tax Section, and the Association for Advanced Life Underwriting. Beyond speaking engagements, she has written articles for publications such as Tax News Quarterly, Probate and Property, and National Underwriter. She has been quoted by major news outlets, including U.S. News & World Report, MSN, and Bankrate.
Lindsey-Ochoa earned her BA in Telecommunications from Michigan State University, her JD from Thomas M. Cooley Law School, and her LLM in Taxation from the University of Denver. She is also a member of the Society of Trust and Estate Practitioners (STEP), where she serves on the editorial board of the STEP journal. She is actively involved in the ABA's RPTE section, where she has held several leadership roles. She is licensed to practice law in Michigan, Colorado (inactive), New York, Connecticut, and Massachusetts.
- Tax Planning