August 7, 2024
NAPLES, Fla. – GrayRobinson is pleased to announce Lorna McGeorge has joined its Private Client Services Section as a shareholder. Based in the Naples office, McGeorge focuses her practice on estate planning, trusts, wealth transfers, and probate.
“Lorna McGeorge is joining us as a shareholder with decades of trusted estate planning experience, concentrating her practice on tailored strategies that maximize and safeguard wealth transfers across generations for high- and ultra-high-net-worth individuals and families,” said GrayRobinson Private Client Services Section Chair Erik Shuman. “Lorna has an excellent reputation for counseling and working with clients with estate planning needs to develop appropriate strategies and help alleviate the anxiety that accompanies the intricate process. As a trusted advocate, I have no doubt Lorna will be a valuable new resource for our clients and referral sources."
McGeorge brings two decades of trusted estate planning experience. She concentrates her practice on tailored strategies that maximize and safeguard wealth transfers across generations for high- and ultra-high-net-worth individuals and families. Her counsel spans a broad spectrum of tax, asset protection, and estate planning issues and includes estate and trust administration, individual retirement account planning, and family business planning.
“I am thrilled to join GrayRobinson and have the opportunity to work with some of the best professionals in the industry and become further engrained in our Naples community and across the state,” said McGeorge. “I am passionate about protecting the prosperity of Floridians and look forward to continuing to enhance estates, wills, and trust service offerings.”
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, McGeorge ensures her clients receive meticulously crafted strategies that align with their financial and legacy goals. She is experienced with all aspects of probate and trust administration. In 2024, she was recognized in The Best Lawyers in America®, Trusts and Estates; and in 2023, she was recognized in Naples Illustrated, Top Lawyers, Trusts and Estates. In addition, she is affiliated with The Florida Bar, the Collier County Bar Association, the Estate Planning Council of Naples, Inc., the National Association of Insurance and Financial Advisors, and the Society of Financial Services Professionals.
McGeorge received her Juris Doctor from Quinnipiac University School of Law, an LL.M in Taxation from New York University, and her Bachelor of Arts and Science from the University of North Carolina at Chapel Hill. She has admissions to practice law in Florida, Connecticut, Pennsylvania, and U.S. Tax Court.
More information on our Private Client Services Section can be found at Gray-Robinson.com/practice-areas.
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About GrayRobinson
GrayRobinson is a multidimensional team of attorneys, advisors, and consultants recognized as one of the most influential firms in Florida. Its nearly 300 professionals partner with successful businesses and enterprising individuals to resolve disputes, anticipate industry shifts, and harness forward momentum. The firm serves clients nationally from 15 offices across Florida and Washington, D.C. Learn more at Gray-Robinson.com.
CONTACT
Kristen Bridges, kristen.bridges@gray-robinson.com, 850.545.1917
Audrey Walden, audrey.walden@gray-robinson.com, 850.933.7606