Lorni Sharrow Email & Phone Number

Greater Denver Area And Roaring Fork Valley

Counseled individuals and families in comprehensive estate and trust planning strategies ensuring tailored solutions to meet complex financial goals and family relationships. Worked with clients on charitable giving opportunities including the establishment of private foundations and public charities. Counseled Personal Representatives, Trustees, and agents on their roles, responsibilities, and fiduciary duty. Managed estate and trust attorneys and paralegals for effective and efficient practice area. Created mentoring program for attorneys.Estate Planning: - Orchestrated comprehensive estate planning strategies, considering family governance and legacy goals. - Leveraged sophisticated tax strategies to minimize tax burdens.Trust and Estate Administration: - Provided expert guidance on administration, ensuring fiduciary compliance for personal representatives, trustees, and beneficiaries. - Counseled trustees, personal representatives, and agents on tax planning, asset and debt management, family governance, and litigation matters. - Proficient in preparing estate and gift tax returns ensuring strict adherence to legal requirements.Charitable Planning: - Advised clients on the formation and structuring of charitable organizations. - Implemented tax-exempt entities, including private foundations, public charities, charitable trusts, and other non-profit structures.Non-Profit Organizations: - Served as legal counsel for non-profit organizations. - Provided expert advice on governance, fundraising, and entity formation, including the use of for-profit and nonprofit subsidiaries. - Assisted in securing grants and developing planned giving programs. - Secured IRS tax-exempt status and maintained regulatory compliance.Leadership: - Managed a team of attorneys and paralegals, building a profitable practice. - Developed mentoring program and trained participants how to focus to increasing expertise, retention, equity, and inclusion.

Greater Denver Area

As the leader of a liberal arts undergraduate degree program for working women, I prioritized student success and operational efficiency for over 400 students, many of whom were the first in their family to graduate from college. I oversaw all aspects of the college, including academic affairs, student services, enrollment management, human resources, budget management, and community outreach. I worked with all departments to collect statistics regarding enrollment, student development, academic support, community involvement, budget management, and accreditation compliance. I analyzed and provided reports to University leadership. I implemented innovative student academic support opportunities, organizational structures, and technology solutions to enhance the student experience and streamline faculty and staff workflows to ensure the college's continued growth and ability to provide high-quality education. I actively participated in university governance committees with a focus on diversity, equity, and inclusion.

As the program administrator, I oversaw the day-to-day operations, including a significant curriculum redesign in partnership with the Daniels College of Business. This revitalized the 25-year-old program to better prepare students for careers in court and law firm management.I worked closely with students throughout their academic journey, from initial inquiry to graduation. I authored a paper on "Marketing Yourself as a Legal Administrator" to support students and alumni in their professional development. Additionally, I coordinated a legal research class, collaborating with program directors, senior partners, writing consultants, and law librarians to provide guidance and mentorship to students.I regularly presented on topics such as billing practices and technology efficiencies in law firms, sharing valuable insights with students and the broader legal community.

Ll.M., Taxation

Jd

Ba, American Studies

Activities and Societies: Women's Ice Hockey

Education record

Education record

Education record