Lori Anne Douglass, a partner in the firm’s Trusts and Estates and Wealth Preservation practice, joined the firm in 2007. Ms. Douglass’ expertise consists of estate and business succession planning, including the transfer of family-owned businesses, the establishment of private and public foundations and strategic planning to assist clients in maximizing wealth preservation.

In estate administration, Ms. Douglass handles both contested and uncontested estate matters. Her practice includes the representation of estates, beneficiaries and heirs through probate and administration proceedings before the Surrogate’s Court and the preparation of accountings and tax returns. In her role as corporate counsel, Ms. Douglass oversees all legal matters for mid-size corporations, not-for-profit foundations and family-owned businesses. Ms. Douglass also has extensive experience in residential and commercial real estate transactions.

A former New York County Assistant District Attorney, Ms. Douglass possesses considerable litigation experience in both Supreme and Surrogate’s Court. She has written extensively in her area of practice, is frequently interviewed for articles on estate and business planning, and is a well-known lecturer at national conferences and continuing legal education seminars. Ms. Douglass is a member of the New York and Connecticut Bars.

• Syracuse University College of Law, J.D., cum laude, 1987
• Swarthmore College, B.A., 1984

• Syracuse Law Review, Executive Editor and Survey Editor
• Dean’s List
• 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).

• "Profiles in Wealth Management: A Q&A with Some of the Industry's Leaders," interview, Northeast Wealth Management Business, February 2008.
• "Lawyer Fulfills Key Need," interview, The Journal News, December 2007.
• "Exit Gracefully, Estate Planning Guide," quote, Black Enterprise Magazine, June 2006.
• "When Death Comes Stealing," quote, Heart & Soul, May 2003.
• "Playing The Inheritance Shell Game," Black Enterprise Magazine, January 1997.
• "What’s Your Problem (Q & A Re: Employee Associations)," Black Enterprise Magazine, November 1995.

• Member, New York State Bar Association
• Director, Michael J. Berkeley Foundation
• Former Commissioner, White Plains Commission on Human Rights
• Former Board Member of Juvenile Law Education Project
• Former Board Member of YWCA of White Plains and Central Westchester

• New York, 1988
• Connecticut, 1997

• “Financial Fortitude,” Bedford Stuyvesant Restoration Corporation, Financial Education Workshop Series, March 2008
• “Estate Planning,” 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