AWARDS AND RECOGNITIONS

Loretta has been listed as a leading lawyer by Chambers USA and Chambers High Net Worth for her work in Wealth Management Law and Private Wealth Law, respectively, since 2012.  According to those publications, she is known for her “ability to formulate sophisticated strategies and follow through on execution,” possesses a “distinctive understanding of investments and financial mathematics,” and has been praised for her “innate ability to connect with people and families.”

Most recently, in 2023, Loretta earned a spot in Business Today News Top 10 Most Influential Private Wealth Lawyers in New York recognizing her work advising high-net-worth clients. Loretta was named to the Volunteers of Legal Service (VOLS) 2023 Pro Bono Dean’s List which recognizes lawyers who have made a significant impact in providing pro bono legal assistance to under-resourced New Yorkers. She has also been listed as a top ranked lawyer in the area of Trusts and Estates by the U.S. News - Best Lawyers “Best Law Firms,” and for more than a decade has been consistently recognized by Super Lawyers. Additionally, in 2012, Loretta received the Chambers USA “Women in Law – Up & Coming Wealth Management Lawyer of the Year” award. 

EXPERIENCE

Loretta advises clients on a broad range of complex estate planning issues, including the effective use of gift-giving programs, domestic trust planning, the tax-efficient transfer of closely held family business interests, liquidity issues, tax and succession planning and foreign trust planning for non-U.S. persons with U.S. contacts. Loretta also assists clients with charitable giving, including the disposition of appreciated property, the use of private foundations and charitable split-interest trusts.

Loretta is a Fellow of The American College of Trust and Estate Counsel (ACTEC) and Co-Chair of the Committee on Trusts & Estates of the New York Women’s Bar Association. She is also a member of the Trusts and Estates Law Section, the International Estate Planning Committee of the New York State Bar Association and the U.K.-based Society of Trust and Estate Practitioners (STEP), as well as a former member of the Trusts, Estates and Surrogate's Court Committee and the Committee on Estate and Gift Taxation of the NYC Bar Association.

Loretta is a member of the Professional Advisors Council of Lincoln Center for the Performing Arts, serves on the Board of Directors of the Bernard and Irene Schwartz Foundation and is a former Director of the New York Women’s Bar Association, the Harvard Law School Association of New York City and the Lawyer’s Alliance for New York.

Loretta has frequently lectured on topics of trusts and estates, and for the past eight years has presented at the NYU Summer Tax Conference. Loretta has also authored numerous articles for a variety of legal journals, including “Celebrity Estate Planning: Misfires of the Rich and Famous III” published in the September 2020 edition of Probate & Property, “Expert Q&A on Decanting a Trust” published in December 2018 in Thomson Reuters Practical Law, “The New Price of Expatriation” published in the December 2004 edition of Trusts & Estates and “What Price Expatriation?” published in the July 2003 edition of Trusts & Estates.