LORENZO COUNSELS INDIVIDUALS AND FAMILIES IN STRATEGIES TO PRESERVE THEIR LEGACY THROUGH TAX-EFFICIENT ESTATE PLANNING
Lorenzo focuses his practice on estate planning, trust and estate administration, wealth transfer strategies, and fiduciary representation. He advises clients on multigenerational trusts, income and transfer tax planning, and charitable planning. He also counsels nonprofit organizations on formation, governance, tax-exempt compliance, and charitable contributions.
Lorenzo has extensive experience administering complex estates and trusts and representing both individual and corporate fiduciaries. He guides fiduciaries through probate proceedings, trust settlements, and administration of complex assets and regularly prepares federal estate and gift tax returns.
Lorenzo earned an LL.M. in Taxation from the University of Florida and a J.D. from Vanderbilt University Law School, where he served as a research assistant to Professor Jeffrey Schoenblum, a nationally recognized scholar on cross-border private wealth transfers. He graduated magna cum laude from the University of Central Florida with a Bachelor of Science in Legal Studies.