Lori Romano practices in the areas of estate planning, estate settlement and trust administration. She assists clients with the full range of planning techniques for tax-effective intergenerational and charitable transfers. Lori also prepares, and advises those preparing, probate documents, estate tax returns and fiduciary income tax returns as well as represents estates before the IRS and DRS on audit. In addition, Lori actively administers trusts and advises trustees.
Distinctions
· Real Property Award, Connecticut Attorneys Title Insurance Company (1992)
· Law Award: Urban, State and Local Government Section, American Bar Association (1992)
· Notes and Comments Editor, University of Bridgeport Law Review (1991-1992)
· Outstanding Legal Scholarship (1990, 1992)
· American Jurisprudence Award, Estate Planning (1990)
· Alpha Sigma Nu
· Phi Delta Phi
Professional Affiliations
· American Bar Association
· Connecticut Bar Association
· Greenwich Bar Association
Community Involvement
· Fairfield University Legal Studies Advisory Council (2000-2001)
· First Congregational Church of Greenwich: Stephen Minister (2001-present); Planned Giving Committee (2000-present)
Publications
May 19, 2011, Retroactive Connecticut Estate and Gift Tax Legislation Passed
February 15, 2011, Estate and Gift Tax Changes
December 21, 2010, New Legislation Affects Federal Estate, Gift, and GST Taxes
November 2010, Year-End Planning Reminders
January 29, 2010, Important Estate Tax Law Changes Now in Effect
News
April 20, 2005, Shipman & Goodwin Grows Business with Addition of Holland Kaufmann & Bartels
Events
April 2005, Advance Directives
April 2000, Why Wills are Necessary