Profile

Lori Ann Douglass is a partner at New York City law firm Moses & Singer LLP. Her main practice areas include Trusts and Estates and Wealth Preservation, Litigation.

Overview

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.

Lori is a member of the New York and Connecticut Bars.

Professional Memberships

• Co-Chair, New York State Bar Association, Trusts and Estates Section, Diversity Committee , -
• Member, New York State Bar Association , -
• Member, American Bar Association , -
• Director, Michael J. Berkeley Foundation , -
• Member, The Northern Trust Company Advisory Council, -

Publications & Presentations

• "Wealth Preservation Advisor: An Estate Planning Update" , Moses & Singer Newsletter, 09/2008
• Estate Planning, coordinated by Monroe College School of Criminal Justice and New York County Surrogate Honorable Troy K. Webber, 02/2010
• Yes You Can (Manage More with Less)! , 5th Annual Black Enterprise Women of Power Summit, 02/2010
• Becoming a Trusts and Estates Attorney , New York County Surrogate’s Court, 04/2010
• Transferring Wealth to Future Generations, NAACP Women’s Economic Empowerment Summit, 10/2010
• "Year-End Financial Checkup" , quote, Black Enterprise, 12/2010
• "Malcolm X Trove Hidden During Feud" , quote, New York Times, 02/2011
• "3 Things You Should Do Before Marriage" , Moses & Singer Matrimonial and Family Law Update, 02/2011
• Relationships Pt. II: Love & Money , 6th Annual Black Enterprise Women of Power Summit, 02/2011
• Divorce and Collaborative Law: An Alternative to Litigation , Moses & Singer LLP Webinar, 02/2011
• "Why You Need to Review Your Estate Plan Now" , Moses & Singer Client Alert, 02/2011
• "Playing Catch-Up" , quote, Black Enterprise , 05/2011
• "Wealth Preservation Advisor: An Estate Planning Update" , Moses & Singer Newsletter, 07/2011
• Legal Services of the Hudson Valley Networking Event, host, Legal Services of the Hudson Valley Networking Event, 10/2011
• Same Sex Marriage, Neighborhood Law Center TV Law Center TV, 10/2011
• "The Team You Need for Your YEAR-END Financial Checkup", quote, Black Enterprise, 12/2011
• Power of the Purse Pt. II: Retirement & Estate Planning, Black Enterprise Women of Power Summit, 02/2012
• "Deadline Approaching for Estate Tax Savings" , Moses & Singer Wealth Preservation Advisor, 03/2012
• "Protecting Your Assets", quote, Black Enterprise, 04/2012
• "Get Excited About Your Money", quote, Black Enterprise, 04/2012
• "Everything You Wanted to Know About Your Finances But Were Too Afraid to Ask", interview, Black Enterprise, 04/2012
• "Estate Planning Checklist", Moses & Singer Update, 04/2012

Colleges Attended

• Syracuse University College of Law, J.D., cum laude, 1987
• Swarthmore College, B.A., 1984

Languages Spoken

• English