My goal is to help Colorado families preserve their legacies—one family at a time.

Bio

Lori counsels business owners and families on business succession planning, real estate succession, legacy planning, and litigation related to trusts, estates, and family issues. For nearly two decades, Lori has developed unique solutions for high-net-worth families and small business owners looking to plan for the next generation. In addition to experience in trust and estate law, Lori excels at providing family, business, real estate, and elder law counseling to her clients. She works in conjunction with financial, tax, and life planning professionals to craft custom solutions for clients, and she is passionate about helping Colorado families protect legacies.

Since starting her practice, Lori has specialized in working with sophisticated women- and family-owned businesses to create trust, estate, and wealth transfer planning solutions. She partners with clients throughout their lives, so when changes happen, she can update plans accordingly. Lori regularly works with families who need to adjust a legacy plan after the dissolution of a marriage, birth of a child, or other life changes that impact a client’s goals. She also has experience restructuring entities and organizations to preserve family businesses and legacies. Clients rely on Lori to help them navigate complex estate planning matters, and she excels at finding unique solutions and clearly communicating the realities of each strategy.

Lori has a depth of experience handling probate administration and litigation, and clients often seek her out after an estate has entered the probate system. In addition to managing an extensive portfolio of probate litigation, Lori has experience with guardianships, conservatorships, and she has served as guardian ad litem through the Colorado judicial system. She also currently serves as the Public Administrator for the 13th Judicial District. A former chair of the Elder Law Section of the Colorado Bar Association, Lori is well aware of the challenges her clients face as they age, and she has a depth of knowledge handling Medicaid and Medicare issues.

  • Arapahoe County Bar Association
    • 2011-2012 Treasurer
    • 2010-2011 Secretary
    • 2008-2010 Board Member
    • 2008-2010 Co-Chair CLE Committee            
    • 2008-2009 Colorado Board of Governors Representative
    • 2008 Estate Planning Committee Chair
  • Colorado Women’s Bar Association
    • 2010-2011 At-Large Representative
  • Colorado Bar Association
    • Trusts and Estates Section
    • Elder Law Section
    • Elder Law Section, Chair 2015-2016
    • Elder Law Section, Co-Chair 2014-2015
    • Co-Chair of the Office of the Public Guardian Elder Law Section 2016
  • Denver Bar Association
  • Super Lawyers - Rising Young Star 2010, 2011, 2013-2017
  • 5280 Magazine - Estate and Trust Litigation
  • Arapahoe County Bar Association - Outstanding Young Lawyer of the Year
  • Family Resource Center Board of Directors
  • Legal Service donated to the Friends of Sunset Meorial Gardens, Inc.