Lorna J. Scharlacken
Partner

phone: 239-598-5818
fax: 239-598-2781
location: Florida

Practice Areas

• Corporate
• Trusts and Estates

Bar Admissions

• Florida
• New York

Professional Experience
Lorna Scharlacken works with individuals, trust companies and financial institutions on estate planning and probate and trust administration matters, with a focus on working with high net worth individuals and families. Her work with complex estate planning issues includes: establishing revocable living trusts, irrevocable life insurance trusts, special needs trusts, grantor retained annuity trusts, qualified domestic trusts, charitable remainder/lead trusts, grantor retained interest trusts/qualified personal residence trusts, and private family foundations.

Lorna is also experienced in complex commercial transactions ranging from private equity and venture capital deals to mergers, acquisitions, and initial and secondary stock offerings. She has represented hedge fund and private equity fund clients in a multitude of ventures, from initial conception to angel and mezzanine financing and through initial public offerings and exit strategies. Clients have included public and private companies across a broad range of industries from biopharmaceuticals to private investment management companies.

Education

• New York University School of Law, LL.M., Corporate Law, 1997
• Thomas M. Cooley Law School, J.D., cum laude, 1996
• University of Florida, B.A., 1991

Professional and Civic Activities

• Member, Florida Bar Association
• Member, Collier County Women's Bar Association
• Member, Estate Planning Council of Naples
• Advisory Board Member, MS Home – the Multiple Sclerosis Center of Southwest Florida (2002-2008)
• Advisory Board Member, Heil Luthringer Foundation

Publications

• Author, “Do I Need a Living Trust,” Naples Daily News Estate Planning Council Supplement, March 2009
• Author, “Alzheime’rs Disease and Estate Planning,” Health & Wellness, November 2008
• Author, “Estate Planning in the Event of Illness or Incapacity,” Health & Wellness, October 2008
• Co-Author, “Estate Planning for Business Owners,” Naples Daily News Estate Planning Council Supplement, March 2008
• Author, “Do You Need a Living Trust?” Health & Wellness, March 2008
• Co-Author, “Living Wills: What we Learned from the Death of Terry Schiavo,” Naples Daily News Estate Planning Council Supplement, March 2006
• Co-Author, “The Pitfalls of Owning Real Estate Located Outside of Florida,” Naples Daily News Estate Planning Council Supplement, March 2005
• Co-Author, “Decoupling States: Reaction to Changing Estate Tax Laws,” Naples Daily News Estate Planning Council Supplement, March 2004
• Co-Author, “Navigating Through a Difficult Time: What to Do Following the Death of a Spouse or Parent,” Naples Daily News Estate Planning Council Supplement, March 2003