Lorna A. McGeorge


T 239.316.1429
F 239.302.2348
Naples, FL

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Lorna A. McGeorge

Lorna McGeorge helps high-net-worth individuals and families develop appropriate estate plans to maximize and protect the transfer of wealth to future generations.

She advises clients on a wide range of tax, asset protection, and estate planning matters, as well as estate and trust administration issues, individual retirement accounts, and family business planning.

Lorna is experienced in implementing advanced estate planning techniques, including grantor trusts, charitable remainder trusts, insurance trusts, grantor retained annuity trusts, dynasty trusts, and inter vivos qualified terminable interest property trusts. Additionally, she has a great deal of experience with all aspects of estate and trust administration and preparing federal estate tax returns.

A frequent writer and author, Lorna is also on the Editorial Board of Florida Bar Journal and News.

Lorna A. McGeorge and Robert T. Napier, “New Florida Law Could Help Married Couples Realize Major Tax Savings,” Wealth Management (October 6, 2022)

IRA Accounts and Possible Stretch Reduction,” Florida Bar Journal (November/December 2019)

Florida’s Homestead Laws in a Nutshell,” Probate & Trust Law Section Newsletter, PA Bar Association Real Property,  (Winter/Spring 2019)

Co-Author, “Tax Aspects of Mutual Investments,” Florida Bar Journal (October 1996)




U.S. Tax Court

New York University, LL.M. (Taxation), 1995

Quinnipiac University School of Law, J.D., 1994, Editor in Chief of Quinnipiac Law Review

University of North Carolina at Chapel Hill, B.A., 1987

Florida Bar Journal and News, Editorial Board

The Best Lawyers in America® (2024)

South Florida’s Best Lawyers (2024)

Top Lawyers, Trusts and Estates, Naples Illustrated Magazine (2023)

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