Lori I. WolfMember |
Attorneys |
Education
- New York University School of Law, LL.M in Taxation, 1997
- Washington University School of Law, J.D., 1994
- Washington University, A.B., 1991
Bar & Court Admissions
- New Jersey, 1994
- U.S. District Court, District of New Jersey, 1994
- New York, 1994
FAX: 201-678-6291
loriwolf@coleschotz.com
V-Card
Legal Secretary: Chris Pomante
TEL: 201-489-3000 ext. 5085
cpomante@coleschotz.com
Lori Wolf concentrates in estate planning, with particular emphasis on wills, trusts and sophisticated estate planning techniques and special needs planning, and in corporate planning, with particular emphasis in the area of closely-held businesses.
Ms. Wolf has lectured in the areas of trusts and estates, special needs planning, asset preservation and estate planning, on topics including limited partnerships and limited liability companies.
Noteworthy
Ms. Wolf has been awarded an AV rating for her professionalism and the quality of her legal work from Martindale-Hubbell, the premier directory of legal professionals. She has been selected for inclusion in New Jersey Super Lawyers® Rising Stars in Estate Planning/Trusts and Best Lawyers in America® in Trusts and Estates, 2010 and 2012.
Ms. Wolf has been included in 201 Magazine's list of Top Lawyers in Bergen County for 2011. She has also been listed as one of Arrive Magazine's "2011 Top Women Lawyers In The Northeast."
News
- Sweeping New Tax Legislation Signed Into Law
- 35 Cole Schotz Attorneys Selected for Inclusion in Best Lawyers in America®
Publications
- Divorce and the Special Needs Child, New Jersey Law Journal, June 13, 2011
- 5 Tips to Smart Estate Planning When You Have a Special Needs Child, NJ Family, March 2011
- Estate Planning for Families with Special Needs Children, New Jersey Law Journal, February 21, 2011
- The Life Insurance Checkup, New Jersey Law Journal, August 16, 2010
- Simple Goals in a Complex World, The Hedge Fund Law Report, March 18, 2010
- Estate Planning With Real Estate: Special Issues and Potential Pitfalls, New Jersey Law Journal, November 9, 2009
- Estate Planning in a Bear Market, Cole Schotz Docket, Summer 2008
- Special Needs Children and Estate Planning, Garden State Woman, Spring 2008
- Guiding Wealth Through the Generations, New Jersey Law Journal, February 11, 2008
- Effective Real Estate Ownership Structuring, Cole Schotz Docket, Spring 2007
- Purchasing Commercial Real Estate Through an LLC, New Jersey Law Journal, February 5, 2007
- Protect Your Family With a Special Needs Trust, Cole Schotz Docket, Winter 2006
- Stockholders and Operating Agreements, New Jersey Law Journal, March 14, 2005
- The Importance of Estate Planning, Exceptional Parent Magazine, November 2004
- The Impact of Strangi vs. Commissioner, T.C., New Jersey CPA, July 2004
- Reports of the Death of the Family Holding Company Have Been Greatly Exaggerated, New Jersey Law Journal, November 17, 2003
- Split Dollar Agreements Need Review Before Year End, Cole Schotz Docket, Fall 2003
Ms. Wolf has authored several articles, including co-authoring an article on using retirement plan assets in estate planning for the New Jersey Law Journal, an article on charitable remainder trusts for the New Jersey Law Journal and a chapter of a book entitled Starting a Limited Liability Company.
Law Blog Articles
- Government Benefits for Special Needs Individuals, New Jersey Law for Special Needs Children
- The Magic Age, New Jersey Law for Special Needs Children
When Flexibility Matters in Special Needs Trusts, New Jersey Law for Special Needs Children
Letters of Intent, New Jersey Law for Special Needs Children
Allocation of Assets to a Special Needs Trust, New Jersey Law for Special Needs Children
Life Insurance is Critical for Special Needs Planning, New Jersey Law for Special Needs Children
Selection of Trustees for a Special Needs Trust, New Jersey Law for Special Needs Children
The Economy May Affect Your Special Needs Planning, New Jersey Law for Special Needs Children
Have You Checked Your Estate Planning Lately?, New Jersey Law for Special Needs Children
Guardianship: It's Not Simply for the Elderly, New Jersey Law for Special Needs Children
Speaking Engagements
- Special Needs Symposium, JCC of New Jersey, February 13, 2011
Professional Activities
- Women Presidents Organization, from 2007-2011
- New Jersey State Bar Association (Taxation Section)
