LORI MOORE

Lori Moore is an experienced tax professional specializing in estate, trust, and gift tax compliance and planning for ultra-high-net-worth individuals, families, and family offices. She works closely with clients and their advisors to develop thoughtful tax strategies designed to minimize tax exposure, achieve long-term financial objectives, and preserve multigenerational wealth and legacies. Lori brings extensive expertise in preparing fiduciary accountings for trusts and estates, including complex matters requiring filings with courts of law.

Her experience includes supporting mediation and litigation involving beneficiary disputes, helping trustees navigate their fiduciary responsibilities with greater confidence and transparency. By combining deep accounting knowledge with specialized tax expertise, Lori provides an integrated perspective on complex trust and estate matters. She is committed to delivering accurate, well-supported solutions that promote tax compliance, fiduciary accountability, and the protection of her clients’ interests.

Certifications & Education

• Licensed CPA in Michigan

• Bachelor of Business Administration in Accounting, University of Michigan-Dearborn