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Overview

Lorna helps high-net-worth individuals and their families develop estate plans that preserve generational wealth, protect assets, and maximize tax efficiency. She practices from Naples, Florida via our Link virtual office.

Lorna partners with clients to create tailored, comprehensive strategies that reflect their financial priorities and family goals. Using tools such as revocable and irrevocable trusts, including charitable remainder trusts, insurance trusts, grantor retained annuity trusts, inter vivos qualified terminable interest property trusts, spousal lifetime access trusts, and IRA trusts, Lorna delivers plans that minimize tax exposure and protect legacy assets. She also advises on trust and estate administration and guides families through the probate process after the loss of a loved one.

Lorna works extensively with clients in the Naples, Florida, area, where many have relocated post-retirement and have transitioned out of family businesses. While experienced in business succession planning, she often serves individuals and families who have completed that phase and are focused on preserving wealth for future generations. She is known for building relationships that span generations.

With a Master of Laws degree in taxation, Lorna brings a strong tax background to every matter. She quickly identifies potential tax pitfalls in estate plans and knows how to avoid costly mistakes. Her client-focused approach is practical and detail-oriented, animated by her passion for estate planning. She views it as an intrinsically positive area of law–one through which clients care for their loved ones and protect what matters most. Fueled by that passion and positivity, Lorna has a reputation for thinking through solutions even after hours and on weekends, leaving clients with no doubt that their interests are always top of mind.

Industry

Services

Recognition

  • The Best Lawyers in America: Estate Planning, 2024-2025
  • Best Lawyers in Naples, 2024

Education

  • LL.M., New York University
    • Taxation
  • J.D., Quinnipiac University School of Law
    • Quinnipiac Law Review, Editor-in-Chief
  • B.A., University of North Carolina at Chapel Hill

Admissions

  • Connecticut
  • Florida
  • Pennsylvania
  • U.S. Tax Court

Lorna is associated with the Washington, DC office for telephone purposes only. She is not admitted to practice in the District of Columbia.

Professional Memberships and Certifications

  • The Florida Bar; Real Property, Probate, & Trust Law Section (RPPTL); Asset Protection Committee
  • Pennsylvania Bar Association
  • Connecticut Bar Association
  • Florida Bar Journal, Editor



*Lorna works remotely and is licensed in Florida, practicing in Naples. Contact Lorna via email or phone for in-person/virtual meetings. Use the address 1415 Panther Lane, Suite 308, Naples, FL 34109 for mail/deliveries.

Outside the Office

Lorna jokes that she loves her work so much that estate planning isn’t just her job; it’s also her hobby. She’s extensively involved in the Naples community and spends most of the winter—Naples’s social season—attending events with clients.

In her spare time, Lorna also enjoys studying foreign languages. She’s currently working on French, Chinese, and Japanese.

Community Leadership

Lorna volunteers with Legal Aid and its Wills for Heroes program, where she helps create estate plans for EMTs, police officers, veterans and firefighters.