Lori Rath has counseled individuals and families on all aspects of estate planning for over 15 years, including estate and gift taxation, charitable giving, lifetime and testamentary trusts for unique beneficiary needs, and property agreements between spouses and partners. Lori also advises beneficiaries or other parties involved in trust and estate disputes, and serves as legal counsel to individual and corporate fiduciaries (trustees, guardians, personal representatives) in cases that often present complex issues involving asset valuation, business concerns and sales, and separate and community property characterization. Finally, Lori serves as a mediator for trust and estate cases and as a facilitator for family meetings.
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