Lori Anne Douglass, a partner in Moses and Singer, LLP’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 of 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, as well as the preparation of accountings and tax returns.
Lori also serves as corporate counsel for select mid-size corporations, not-for-profit foundations and family-owned businesses, overseeing all legal matters for these entities. She has additional experience in residential and commercial real estate transactions.
As 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.
Lori Anne Douglas on Money Madness
Blogtalkradio.com [June 8, 2009]
2014 Fiscal Year Budget Proposals
Moses & Singer: Client Alert [June 2013]
The New Law and What You Need to Know
Moses & Singer: Wealth Preservation Alert [April 2013]
Historic Tax-Saving Opportunities Set to Expire Soon
Moses & Singer: Wealth Preservation Alert [September 2012]
Everything You Wanted to Know About Your Finances But Were Too Afraid to Ask (Interview)
Black Enterprise [April 2012]
Estate Planning Checklist
Moses & Singer: Update [April 2012]
The Iron Clad Prenup
Arise Entertainment 360 [June 18, 2013]