Lori I. Wolf
Memberloriwolf@coleschotz.com New Jersey OfficeCourt Plaza North, 25 Main Street, Hackensack, NJ 07601
T: 201-525-6291 / C: 973-460-0269 / F: 201-678-6291
Legal Practice Assistant: Chris Pomante
T: 201-489-3000 ext. 5085
cpomante@coleschotz.com
OVERVIEW
As a member of the firm’s Tax, Trust and Estates Department, Lori counsels individuals, families and business owners in all aspects of Tax, Trust and Estate Planning and Business Succession Planning. She has particular emphasis on wills, trusts and sophisticated tax planning techniques along with corporate planning involving closely held businesses. Her professional focus includes planning for families which have children with special needs and elder care planning. She has lectured and written on topics including trusts and estates, special needs planning, acts of preservation and elder care planning, and planning for a family member with addiction issues.
Consistently awarded high marks for the quality of her legal work and practical advice, Lori has garnered professional accolades from Martindale Hubbell, New Jersey Super Lawyers Rising Stars in Estate Planning, Trust and Estates, and Best Lawyers in America in Trust and Estates. No aspect of this advertisement has been approved by the Supreme Court of New Jersey. See Award Methodology.
She is an active member of the Women President’s Organization.
Lori earned a B.A. from Washington University in St. Louis, a J.D. from Washington University in St. Louis and a Masters in Tax Law (L.L.M.) from New York University School of Law.
Education
New York University School of Law, LL.M in Taxation, 1997Washington University School of Law, J.D., 1994Washington University, A.B., 1991Bar & Court Admissions
New Jersey, 1994U.S. District Court, District of New Jersey, 1994New York, 1997NEWS
News
Best Lawyers Recognizes 36 Cole Schotz Attorneys on 2021 List
August 20, 2020
Best Lawyers Recognizes 29 Cole Schotz Attorneys on 2020 List
August 15, 2019
Congratulations to Wendy Berger, J. Kate Stickles and Lori Wolf
As published in: Best Lawyers Business Edition 2019: Women in the Law Summer 2019
Best Lawyers Recognizes 31 Cole Schotz Attorneys on 2019 List
August 15, 2018
Best Lawyers Recognizes 34 Cole Schotz Attorneys on 2018 List
August 15, 2017
Congratulations to Wendy Berger, J. Kate Stickles, Ilana Volkov, and Lori Wolf
As published in: Best Lawyers Business Edition 2017: Women in the Law Spring 2017
Best Lawyers Recognizes 33 Cole Schotz Attorneys on 2017 List
August 15, 2016
Lori Wolf was quoted in an article titled, 'For Parents With Troubled Adult Children, Financial Hurdles Abound'
As published in: The New York Times August 28, 2015
Best Lawyers® Recognizes Thirty-Six Cole Schotz Attorneys
As published in: Best Lawyers August 18, 2014
Lori Wolf was quoted in an article titled, "More Seniors in NJ to Get Access to Home-Based and Community Services"
As published in: NJ Spotlight: Healthcare July 25, 2014
Thirty-Five Cole Schotz Attorneys Recognized as Top U.S. Lawyers
August 15, 2013
Lori Wolf was quoted in an article titled "What You Need To Know About Special Needs Trusts"
As published in: DepositAccounts.com June 11th, 2013
Super Lawyers Honors Thirty-Three Cole Schotz Attorneys
March 27, 2013
Best Lawyers in America Recognizes 37 Cole Schotz Attorneys
August 27, 2012
EVENTS
Recent Events
Updates on Estate Planning Live Webcast CLE Presentation
Attorneys Speaking: Lori I. Wolf and Michael J. KearneySeptember 17, 2020Bridge the Gap: Questions Aging Parents and Adult Children Must Address
Attorney Speaking: Lori I. WolfMay 21, 2019Financial Planning Association of New Jersey Dinner Meeting
Attorney Speaking: Lori I. WolfDecember 4, 2018A Guide to Estate and Financial Planning and Guardianships for Families of Children with Special Needs
Attorney Speaking: Lori I. WolfDecember 6, 2017Lori Wolf will be speaking about Special Needs Planning at an upcoming Disability Conference
Attorney Speaking: Lori I. WolfSeptember 23, 2017Lori Wolf is speaking at Debovoise and Plimpton on Planning for Addiction
Attorney Speaking: Lori I. WolfJuly 13, 2016Mary Browning and Lori Wolf are Speaking to the Bergen County Bar Association on Planning for a Family Member who Struggles with Addiction
Attorneys Speaking: Mary W. Browning and Lori I. WolfMarch 22, 2016Lori Wolf is a Guest Speaker at New Beginnings, School for Children with Special Needs
Attorney Speaking: Lori I. WolfMarch 9th, 2016Planning for Addiction Issues, CLE Presentation at Cole Schotz
Attorneys Speaking: Mary W. Browning and Lori I. WolfNovember 12, 2015Guest Speaker at The Ramsey – Mahwah group of Families Anonymous
Attorney Speaking: Lori I. WolfOctober 28, 2015Guardianships and Estate Planning for Families of Children with Special Needs, Presentation at the Fair Lawn Association for Special Education
Attorney Speaking: Lori I. WolfApril 15, 2015Planning for the Entire Family, Epic School, Paramus, NJ
Attorney Speaking: Lori I. WolfNovember 6, 2014Issues to Consider when Divorce Mediation Involves Children with Special Needs
Attorney Speaking: Lori I. WolfMay 9, 2014Special Needs and Elder Law Planning, WestLegal Education CLE, Cole Schotz, Hackensack, NJ
Attorneys Speaking: Mary W. Browning and Lori I. WolfMay 16, 2012Extensive speaking on a range of topics from estate planning to special needs planning at various study groups, schools and support groups
Attorney Speaking: Lori I. WolfApril 03, 2012PUBLICATIONS
Publications
New Tax Law – What to Consider Before December 31st
Tax, Trusts & Estates Law December 21, 2017
Mary W. Browning, Lori I. Wolf and Jeffrey H. SchechterIndividuals with Special Needs Can Now Create First Party Trusts
New Jersey Special Needs Law December 22, 2016
Mary W. Browning and Lori I. WolfAs Your Young Adults Leave for College, Add a Power of Attorney and Health Care Directive to the Packing List
Tax, Trusts & Estates Law September 6, 2016
Lori I. WolfThe Importance of Special Purpose Trusts in Estate Planning
New Jersey Law Journal December 17, 2015
Mary W. Browning and Lori I. WolfThe Clock Is Ticking on Rare Tax Planning Opportunities
New York Law Journal January 30, 2012
Steven D. Leipzig and Lori I. WolfDivorce and the Special Needs Child
New Jersey Law Journal June 13, 2011
Mary W. Browning and Lori I. Wolf5 Tips to Smart Estate Planning When You Have a Special Needs Child
NJ Family March 2011
Mary W. Browning and Lori I. WolfEstate Planning for Families with Special Needs Children
New Jersey Law Journal February 21, 2011
Mary W. Browning and Lori I. WolfSimple Goals in a Complex World
The Hedge Fund Law Report March 18, 2010
Steven D. Leipzig, Steven M. Saraisky and Lori I. WolfEstate Planning With Real Estate: Special Issues and Potential Pitfalls
New Jersey Law Journal November 9, 2009
Steven M. Saraisky and Lori I. WolfGuiding Wealth Through the Generations
New Jersey Law Journal February 11, 2008
Steven D. Leipzig and Lori I. WolfEffective Real Estate Ownership Structuring
Cole Schotz Docket Spring 2007
Samuel Weiner and Lori I. WolfPurchasing Commercial Real Estate Through an LLC
New Jersey Law Journal A hub and spoke structure removes a significant value from the owner's estate February 5, 2007
Samuel Weiner, Geoffrey Weinstein and Lori I. WolfStockholders and Operating Agreements
New Jersey Law Journal A successful business should develop and maintain a succession plan March 14, 2005
Samuel Weiner and Lori I. WolfThe Importance of Estate Planning
Exceptional Parent Magazine November 2004
Steven D. Leipzig and Lori I. WolfQualifying for Medicaid in New Jersey Can Be More Difficult Than Qualifying in Other States
Elder Law Perspectives
New Jersey Medicaid Qualification
Elder Law Perspectives
Government Benefits for Special Needs Individuals
New Jersey Law for Special Needs Children
The Magic Age
New Jersey Law for Special Needs Children
Ending Your Marriage Does Not Mean Ending Your Commitment to Your Special Needs Child
New Jersey Law for Special Needs Children
Five Mistakes Commonly Made By Families of Special Needs Children
New Jersey Law for Special Needs Children
When Flexibility Matters in Special Needs Trusts
New Jersey Law for Special Needs Children
Letters of Intent
New Jersey Law for Special Needs Children
Allocation of Assets to a Special Needs Trust
New Jersey Law for Special Needs Children
Life Insurance is Critical for Special Needs Planning
New Jersey Law for Special Needs Children
Selection of Trustees for a Special Needs Trust
New Jersey Law for Special Needs Children
The Economy May Affect Your Special Needs Planning
New Jersey Law for Special Needs Children
Have You Checked Your Estate Planning Lately?
New Jersey Law for Special Needs Children
Your Special Needs Trust May Need Revising as a Result of Recent Policy Changes
New Jersey Law for Special Needs Children
