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Lorna A. McGeorge

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Lorna A. McGeorge

Lorna focuses her practice in estate planning, probate law, estate and gift taxation, individual retirement accounts, and family business planning. She advises clients on a wide range of tax, asset protection, and estate planning matters, as well as estate and trust administration issues. She assists high net worth individuals and families to develop appropriate estate plans to maximize and protect the transfer of wealth to future generations.

Lorna is experienced in implementing advanced estate planning techniques, including grantor trusts, charitable remainder trusts, insurance trusts, grantor retained annuity trusts, and inter vivos qualified terminable interest property trusts. Additionally, she has a great deal of experience with all aspects of estate and trust administration and preparing federal estate tax returns.

Education

  • New York University, LL.M. (Taxation)
  • Quinnipiac University School of Law, JD, Editor-in-Chief, Quinnipiac Law Review
  • University of North Carolina at Chapel Hill, BA

Organizations

Admissions

  • Connecticut
  • Florida
  • Pennsylvania
  • US Tax Court

Awards & Honors

Speeches & Publications

OTHER ATTORNEYS

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Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
ACCEPT the terms or Cancel the email.

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