Lorna A. McGeorge Attorney At Law

Exceptionally experienced and client-focused private wealth attorney. Advises high-net-worth clients and families on advanced estate planning techniques and trusts.

Lorna McGeorge brings two decades of trusted estate planning experience, concentrating her practice on tailored strategies that maximize and safeguard wealth transfers across generations for high-net-worth individuals and families. Her counsel spans a broad spectrum of tax, asset protection, and estate planning issues, including estate and trust administration, individual retirement account planning, and family business planning.

Recognized for her proficiency in implementing advanced estate planning techniques and trusts, such as grantor, community property, charitable remainder, insurance, grantor retained annuity, dynasty, qualified personal residence and qualified terminable interest property trusts, Lorna ensures her clients receive meticulously crafted strategies that align with their financial and legacy goals. In addition, she is experienced with all aspects of probate and trust administration.

• Recognition
  • Best Lawyers in America, Trusts and Estates, 2024-2025
  • Naples Illustrated, Top Lawyers, Trusts and Estates, 2023
• Affiliations
  • The Florida Bar
    • Elder Law
    • Real Property, Probate and Trust
    • Tax
    • The Florida Bar Journal, Editorial Board
  • Collier County Bar Association
    • Real Property Law
    • Probate and Trust Law
    • Elder Law
    • Tax Law
  • Estate Planning Council of Naples, Inc.
  • National Association of Insurance and Financial Advisors
  • Society of Financial Services Professionals 
• Credentials
  • LL.M. in Taxation, New York University, 1995
  • J.D., Quinnipiac University School of Law, 1994
    • Quinnipiac Law Review, Editor in Chief
  • B.A., University of North Carolina at Chapel Hill, 1987
• Admissions
  • Florida
  • Connecticut
  • Pennsylvania
  • U.S. Tax Court