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 inter-generational and charitable transfers. Lori also prepares, or 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.

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 inter-generational and charitable transfers. Lori also prepares, or 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.

EDUCATION

University of Bridgeport School of Law, J.D., 1992, magna cum laude

Fairfield University, B.A., 1989, magna cum laude

Bar Admissions

Connecticut

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)