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: Diane Rolfs
TEL: 201-489-3000 ext. 5012
drolfs@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 as one of New Jersey’s Rising Stars in Estate Planning/Trusts and named to the 2010 Best Lawyers in America in Trusts and Estates.
News
Publications
- 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
- 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
Special Needs Children and Estate Planning, Spring 2008, Garden State Woman
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
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
- Estate Planning for Families with a Special Needs Child, Special Education Parent Advisory Council (SEPAC), December 16, 2009
- Estate and Business Planning for Closely-Held Business Owners, Women Presidents Organization, November 17, 2009
- Estate Planning for Families with Special Needs Children, New Jersey Center for Tourette's Syndrome, January 28, 2009
Professional Activities
- Women Presidents Organization
- New Jersey State Bar Association (Taxation Section)
