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Overview

Samantha Lauri focuses her practice on estate planning, administration and related tax matters. She advises high net worth individuals, families and owners of closely held businesses on gift and estate planning, trust administration, wealth transfer planning, charitable giving and business succession planning.

Samantha's practice includes drafting trusts, wills, powers of attorney and other sophisticated estate planning instruments, as well as structuring and implementing tax-efficient lifetime gifts and administering estates designed to advance clients’ personal, business and philanthropic goals. She also advises on complex estate, gift and generation-skipping transfer (GST) tax issues and on entity formation and governance. In addition, Samantha brings experience collaborating with fiduciaries, family offices and other advisors on the accounting, reporting and governance issues that regularly accompany sophisticated wealth planning structures. 

News & Insights

  • Co-Author, "Potential Impact of Proposed Changes to New York Estate and Property Taxes," Law.com
  • Co-Author, “Trump Law’s Estate Tax Exemption Is a Boon for Wealth Planning,” Bloomberg Tax
  • Co-Author, “Avoiding IRS Art Donation Audits Requires an Up-Front Checklist,” Bloomberg Tax

Credentials

Education

  • St. John's University School of Law, J.D.
  • Long Island University, Taxation, M.S.
  • University at Albany, B.S.

Bar Admissions

  • New York

Recognition & Affiliation

Affiliations

  • Certified Public Accountant, New York
  • Co-Chair, Charitable Planning Committee, Trust and Estates Section, New York State Bar Association

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