Lori Anne Douglass, a partner in the firm’s Trusts and Estates Group, joined the firm in 2007.  Lori’s experience 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.  She is also a member the firm’s Matrimonial and Family Law Group representing clients in family-related matters such as divorce and guardianship proceedings in Supreme Court. 

In estate administration, Lori 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, Lori oversees all legal matters for mid-size corporations, not-for-profit foundations and family-owned businesses.  She also has extensive experience in residential and commercial real estate transactions.

A former New York County Assistant District Attorney, Lori 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.  In 2009, she was a featured guest on Black Enterprise Business Report on their series concerning women and wealth.

Ms. Douglass is a member of the New York and Connecticut Bars.