Lori Anne Douglass

Partner

Contact Me

T(212) 554-7803

F(917) 206-4340

Lori Anne Douglass, a Partner in the firm’s Trusts and Estates group and the Matrimonial and Family Practice , joined the firm in 2007. 

Lori’s Trusts & Estates experience focuses on estate planning and business succession planning.  This includes the transfer of family-owned businesses, the establishment of private and public foundations and strategic planning to assist clients in maximizing wealth preservation.

In the area of estate administration and estate litigation, Lori handles both contested and uncontested estate matters. Her estate litigation practice includes the representation of heirs, beneficiaries, disinherited family members, executors, administrators and trustees in contested probate and administration proceedings before the Surrogate’s Court, including the preparation and defense of the final accounting and related tax returns.

As a member of the firm’s Matrimonial and Family Law group, Lori’s practice centers on establishing family agreements and resolving family disputes including litigation if necessary.  She advises on matters related to prenuptial, post-nuptial and co-habitation for both opposite-sex and same-sex couples.   If disputes arise, she handles contested and uncontested divorce proceedings, child support and child custody.  Her experience with custody and guardianship also extends to disabled individuals and elderly adults. 

As a former New York County Assistant District Attorney, Lori possesses considerable litigation experience in both Supreme and Surrogate’s Court. She is frequently interviewed for articles on estate and business planning, and is a well-known lecturer at national conferences and continuing legal education seminars. Lori has written extensively in her practice areas and has been named a New York Metro Super Lawyer in recognition of her work in estate litigation.

Video presentations:

  • 06/18/13 Arise Entertainment 360, The Iron Clad Prenup

Professional Affiliations
  • Past Co-Chair and Co-Founder, New York State Bar Association, Trusts and Estates Section, Diversity Committee
  • Member, Association of Black Women Attorneys, (ABWA) Co-Chair CLE Committee 2015-2016
  • Member, New York State Bar Association   
  • Member, Westchester Black Bar Association
  • Member, Metropolitan Black Bar Association
Presentations [View All]
  • "New York Communiy Outreach Program Trusts and Estates CLE," American Bar Association, October 2015
  • "First Dad Died and Now Mom: Second Death Estate Planning and Administration," Lorman Education Services, October 2013
  • "The Marriage Equality Act," Financial Planning Association of Long Island's 13th Annual Symposium & Exhibition, October 2012
  • "Power of the Purse Pt. II: Retirement & Estate Planning," Black Enterprise Women of Power Summit, February 2012
  • "Same Sex Marriage," Neighborhood Law Center TV, October 2011
  • "Legal Services of the Hudson Valley Networking Event", host, October 2011
  • "Divorce and Collaborative Law: An Alternative to Litigation," Moses & Singer LLP Webinar, February 2011
  • "Relationships Pt. II: Love & Money," 6th Annual Black Enterprise Women of Power Summit, February 2011
  • "Transferring Wealth to Future Generations," NAACP Women’s Economic Empowerment Summit, October 2010
  • "Becoming a Trusts and Estates Attorney," New York County Surrogate’s Court, April 2010
  • "Recession-Proof Practice Areas: A Program for Law Students and Recent Law School Graduates," The New York City Bar Association, March 2010
  • "Estate Planning," coordinated by Monroe College School of Criminal Justice and New York County Surrogate Honorable Troy K. Webber, February 2010
  • "Yes You Can (Manage More with Less)!", 5th Annual Black Enterprise Women of Power Summit, February 2010
  • "Estate Planning,” NorthStar News, Keeping It Rich with Sakina Spruell, October 2009
  • "Planning for Life, a Good Death, and Surrogate’s Court Litigation," coordinated by the Metropolitan Black Bar Association Inc.; The Lesbian, Gay, Bisexual and Transgender Law Association of Greater New York (LeGal); and Kings County Surrogate Diana Johnson's Law Department, October 2009
  • "Love and Marriage, Divorce and Baggage," Moses & Singer Women’s Initiative Program, June and September 2009
  • "Wealthy Woman," BlogTalkRadio.com, July 2009
  • "Money Madness," BlogTalkRadio.com, June 2009
  • "Estate Planning," Bronx Bethany Church of the Nazarene, 2009 Financial Empowerment and Stewardship Conference, February 2009
  • "Women and Money: Retirement and Estate Planning," 4th Annual Black Enterprise Women of Power Summit, February 2009
  • "Women and Money Now," New York’s Women Agenda, November 2008
  • "Business Succession Planning: Minimizing Family Disputes," National Funeral Directors and Morticians Association, Inc. 71st Annual National Convention & Exposition, August 2008
  • "Financial Fortitude," Bedford Stuyvesant Restoration Corporation, Financial Education Workshop Series, March 2008
  • "Leaving A Financial Legacy," 3rd Annual Black Enterprise Women of Power Summit, February 2008
  • "Trust Administration in New York," Lorman Education Services, September 2005
  • "When Estate Planning Becomes Medicaid Planning," UJA-Federation 15th Annual Estate, Tax & Financial Planning Conference, May 2005
  • "Succession Planning," National Association of Women Business Owners (NAWBO)/AXA Advisors, LLC Conference, March 2005
  • "Basic Drafting: What You Need to Know to Get Started," New York State Bar Association, September 2004
  • "Estate Planning," The Links 2004 National Assembly, July 2004
  • "Estate Planning," Black Enterprise/Microsoft Entrepreneurs Conference, May 2003
  • "Estate Planning," Black Enterprise/Bank of America Entrepreneurs Conference, May 2002
  • "Avoiding Calamity, Chaos and Embarrassment with Proper Planning Strategies," Black Enterprise/AXA Advisors Ski Challenge, January 2001
Law School Activities/Honors
  • Syracuse Law Review, Executive Editor and Survey Editor
  • Justinian Honor Society Graduate Scholarship Award
  • Robert M. Anderson Publication Award
  • Onondaga County Bar Association Award
  • Author, “The Prosecution of Pornographers Under Prostitution Statutes-A New Approach,” 37 Syracuse Law Review 977 (1986) (Selected for inclusion in U.S. Department of Justice Databank).

Related News View All

Related Articles View All

Testimonials

"Lori is simply the best at what she does, combining detailed and up-to-date knowledge on wills, trusts and estates, with the rare ability to empathize with her clients in away that is authentic and practically focused. She is also a wealth of resources when it comes to recommending top-notch attorneys in areas outside of her own expertise. Most important, Lori tells you what you need to hear, whether you want to hear it or not, always operating in YOUR best interest. I can't recommend her more highly as an attorney who educates as she advocates on your behalf."

Alfred Edmond Jr.
Multimedia Content Producer/Executive

 

"Lori gave an excellent presentation to our [New York Women’s Agenda] members. All the comments I heard and that people reported were extremely positive. I not only enjoyed it, but learned a lot. People don't realize the importance of estate planning. She did a great job."

Marion Gindes, Chair, Membership Committee
New York Women's Agenda (NYWA)

 

 

Prior results do not guarantee a similar outcome.

Biography

Lori Anne Douglass, a Partner in the firm’s Trusts and Estates group and the Matrimonial and Family Practice , joined the firm in 2007. 

Lori’s Trusts & Estates experience focuses on estate planning and business succession planning.  This includes the transfer of family-owned businesses, the establishment of private and public foundations and strategic planning to assist clients in maximizing wealth preservation.

In the area of estate administration and estate litigation, Lori handles both contested and uncontested estate matters. Her estate litigation practice includes the representation of heirs, beneficiaries, disinherited family members, executors, administrators and trustees in contested probate and administration proceedings before the Surrogate’s Court, including the preparation and defense of the final accounting and related tax returns.

As a member of the firm’s Matrimonial and Family Law group, Lori’s practice centers on establishing family agreements and resolving family disputes including litigation if necessary.  She advises on matters related to prenuptial, post-nuptial and co-habitation for both opposite-sex and same-sex couples.   If disputes arise, she handles contested and uncontested divorce proceedings, child support and child custody.  Her experience with custody and guardianship also extends to disabled individuals and elderly adults. 

As a former New York County Assistant District Attorney, Lori possesses considerable litigation experience in both Supreme and Surrogate’s Court. She is frequently interviewed for articles on estate and business planning, and is a well-known lecturer at national conferences and continuing legal education seminars. Lori has written extensively in her practice areas and has been named a New York Metro Super Lawyer in recognition of her work in estate litigation.

Video presentations:

  • 06/18/13 Arise Entertainment 360, The Iron Clad Prenup

Professional Affiliations
  • Past Co-Chair and Co-Founder, New York State Bar Association, Trusts and Estates Section, Diversity Committee
  • Member, Association of Black Women Attorneys, (ABWA) Co-Chair CLE Committee 2015-2016
  • Member, New York State Bar Association   
  • Member, Westchester Black Bar Association
  • Member, Metropolitan Black Bar Association
Presentations [View All]
  • "New York Communiy Outreach Program Trusts and Estates CLE," American Bar Association, October 2015
  • "First Dad Died and Now Mom: Second Death Estate Planning and Administration," Lorman Education Services, October 2013
  • "The Marriage Equality Act," Financial Planning Association of Long Island's 13th Annual Symposium & Exhibition, October 2012
  • "Power of the Purse Pt. II: Retirement & Estate Planning," Black Enterprise Women of Power Summit, February 2012
  • "Same Sex Marriage," Neighborhood Law Center TV, October 2011
  • "Legal Services of the Hudson Valley Networking Event", host, October 2011
  • "Divorce and Collaborative Law: An Alternative to Litigation," Moses & Singer LLP Webinar, February 2011
  • "Relationships Pt. II: Love & Money," 6th Annual Black Enterprise Women of Power Summit, February 2011
  • "Transferring Wealth to Future Generations," NAACP Women’s Economic Empowerment Summit, October 2010
  • "Becoming a Trusts and Estates Attorney," New York County Surrogate’s Court, April 2010
  • "Recession-Proof Practice Areas: A Program for Law Students and Recent Law School Graduates," The New York City Bar Association, March 2010
  • "Estate Planning," coordinated by Monroe College School of Criminal Justice and New York County Surrogate Honorable Troy K. Webber, February 2010
  • "Yes You Can (Manage More with Less)!", 5th Annual Black Enterprise Women of Power Summit, February 2010
  • "Estate Planning,” NorthStar News, Keeping It Rich with Sakina Spruell, October 2009
  • "Planning for Life, a Good Death, and Surrogate’s Court Litigation," coordinated by the Metropolitan Black Bar Association Inc.; The Lesbian, Gay, Bisexual and Transgender Law Association of Greater New York (LeGal); and Kings County Surrogate Diana Johnson's Law Department, October 2009
  • "Love and Marriage, Divorce and Baggage," Moses & Singer Women’s Initiative Program, June and September 2009
  • "Wealthy Woman," BlogTalkRadio.com, July 2009
  • "Money Madness," BlogTalkRadio.com, June 2009
  • "Estate Planning," Bronx Bethany Church of the Nazarene, 2009 Financial Empowerment and Stewardship Conference, February 2009
  • "Women and Money: Retirement and Estate Planning," 4th Annual Black Enterprise Women of Power Summit, February 2009
  • "Women and Money Now," New York’s Women Agenda, November 2008
  • "Business Succession Planning: Minimizing Family Disputes," National Funeral Directors and Morticians Association, Inc. 71st Annual National Convention & Exposition, August 2008
  • "Financial Fortitude," Bedford Stuyvesant Restoration Corporation, Financial Education Workshop Series, March 2008
  • "Leaving A Financial Legacy," 3rd Annual Black Enterprise Women of Power Summit, February 2008
  • "Trust Administration in New York," Lorman Education Services, September 2005
  • "When Estate Planning Becomes Medicaid Planning," UJA-Federation 15th Annual Estate, Tax & Financial Planning Conference, May 2005
  • "Succession Planning," National Association of Women Business Owners (NAWBO)/AXA Advisors, LLC Conference, March 2005
  • "Basic Drafting: What You Need to Know to Get Started," New York State Bar Association, September 2004
  • "Estate Planning," The Links 2004 National Assembly, July 2004
  • "Estate Planning," Black Enterprise/Microsoft Entrepreneurs Conference, May 2003
  • "Estate Planning," Black Enterprise/Bank of America Entrepreneurs Conference, May 2002
  • "Avoiding Calamity, Chaos and Embarrassment with Proper Planning Strategies," Black Enterprise/AXA Advisors Ski Challenge, January 2001
Law School Activities/Honors
  • Syracuse Law Review, Executive Editor and Survey Editor
  • Justinian Honor Society Graduate Scholarship Award
  • Robert M. Anderson Publication Award
  • Onondaga County Bar Association Award
  • Author, “The Prosecution of Pornographers Under Prostitution Statutes-A New Approach,” 37 Syracuse Law Review 977 (1986) (Selected for inclusion in U.S. Department of Justice Databank).
Education
  • Syracuse University College of Law (J.D., cum laude)
  • Swarthmore College (B.A.)
Bar/Court Admissions
  • New York
  • Connecticut
Related News
Testimonials

"Lori is simply the best at what she does, combining detailed and up-to-date knowledge on wills, trusts and estates, with the rare ability to empathize with her clients in away that is authentic and practically focused. She is also a wealth of resources when it comes to recommending top-notch attorneys in areas outside of her own expertise. Most important, Lori tells you what you need to hear, whether you want to hear it or not, always operating in YOUR best interest. I can't recommend her more highly as an attorney who educates as she advocates on your behalf."

Alfred Edmond Jr.
Multimedia Content Producer/Executive

 

"Lori gave an excellent presentation to our [New York Women’s Agenda] members. All the comments I heard and that people reported were extremely positive. I not only enjoyed it, but learned a lot. People don't realize the importance of estate planning. She did a great job."

Marion Gindes, Chair, Membership Committee
New York Women's Agenda (NYWA)

 

 

Prior results do not guarantee a similar outcome.