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.