Lori A. Sullivan is a Partner in the firm’s Trusts & Estates and Trust & Estate Litigation Practice Groups. Lori practices in the areas of estate planning, estate administration and estate litigation, including contested probate proceedings, contested accounting proceedings, discovery proceedings, inter vivos trust litigation and will construction proceedings.
Prior to joining the firm, Lori was Counsel to a New York City law firm and previously served as the Principal Law Clerk to the Honorable Edward W. McCarty III, Surrogate of Nassau County. Lori also served as a Court Attorney-Referee in the Nassau County Surrogate’s Court under the Honorable John B. Riordan. As the Principal Law Clerk and a Court-Attorney Referee, Lori presided over non-jury hearings, rendered rulings at depositions, conferenced cases, mediated cases to settlement, assisted the Surrogate at trial and prepared decisions, orders, stipulations, trial memoranda and jury instructions. Lori also practiced at a number of well-respected trusts and estates firms, where she was responsible for the administration of estates and trusts of high-net worth individuals.
Lori received her B.A., summa cum laude, from Adelphi University, where she received the Presidential Scholarship, and her J.D. from Hofstra University School of Law, where she was the recipient of the Fortunoff Scholarship and was named salutatorian of her law school class. While in law school, Lori was a member of the Law Review and served as a Notes and Comments Editor.
Lori is a member of the New York State Bar Association Trusts and Estates Section and served as a Vice-Chair of the Estate Planning Committee. Lori is a member of the Surrogate’s Court Committee of the Nassau County Bar Association and served as a Co-Vice-Chair and Co-Chair of the Committee. She has frequently lectured on estate litigation, estate administration and related topics for the New York State Bar Association, Nassau County Bar Association, Suffolk County Bar Association, New York County Lawyers Association, Hofstra University School of Law and local civic organizations. Lori has served as moderator of a number of continuing legal education programs, including the popular “Evening with the Surrogates” programs in 2014 and 2016. Lori also served as a Co-Chair of the 2014 New York State Bar Association Trusts and Estates Section Annual Meeting entitled “Til’ Death Do us Part: Updates on Marriage, Domestic Relationships and Estate Law”. Lori has co-authored two articles for the New York State Bar Association Journal entitled “Enforceability of a Personal Guaranty Clause: Attorney Fee Arrangements in the Surrogate’s Court” (Sept. 2015) and “Proving Diminished Mental Capacity Post Death” (January 2017).
Lori regularly serves as a guardian ad litem in proceedings in the Queens County and Nassau County Surrogate’s Courts.