Lona L. Feldman

With decades of legal experience in estates, trusts, wills, probate matters, probate/estate litigation, and taxes, Lona L. Feldman, who retired in 2021, has regularly provided advice to clients in all aspects of their estate and tax planning needs. With an expertise in estate planning, estate administration, elder law (including guardianships), tax law, disability law, and administrative law, Lona has helped many hundreds of clients plan their future. Additionally, Lona has also assisted many clients regarding the litigation of probate, wills, and estate matters.

Lona regularly created estate plans for young individuals and their families, creates plans for the financial needs of older family members, creates plans for the transfer of assets from the older to the younger generation, creates and assists with business succession plans, and assists families after the death of a family member. Lona also assisted clients with post-nuptial agreements and other unique estate planning arrangements. Lona’s legal assistance involved sophisticated tax planning for individuals and companies, as well as personalized planning to meet each client’s specific needs.