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Lorna A. McGeorge

Partner

T 239.316.1429
F 239.302.2348
lmcgeorge@harrisonheld.com
Naples, FL

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.

PUBLICATIONS

Co-Author, New Florida Law Could Help Married Couples Realize Major Tax Savings, WealthManagement.com, October 6, 2022

Author, IRA Accounts and Possible Stretch Reduction, Florida Bar Journal, November/December 2019 at 36.

Author, Florida’s Homestead Laws in a Nutshell, PA Bar Association Real Property, Probate & Trust Law Section Newsletter, Winter/Spring 2019 at 10.

Co-Author, Tax Aspects of Mutual Investments, Florida Bar Journal, October 1996 at 66.

Connecticut

Florida

Pennsylvania

US Tax Court

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

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