Lori Palmatier, Counselor

Professional Accreditation

The California State Bar, and the Maine State Bar. Certified Specialist: Wills, Trusts & Probate, the State Bar of California Board of Legal Specialization.

 

Memberships

Wealth Counsel; California State Bar Association; San Mateo County Bar Association; Estate Planning, Trust and Probate Section; and The Southern California Institute.

 

Education

A Laureate in Wealth Strategies from the Laureate Center for Wealth Advisors; J. D., University of California, Hastings College of the Law, San Francisco, California (1998); and B.A., San Francisco State University, San Francisco, California (1994).

 

Positions

Principal and Founder, Bay Laurel Law Group, LLP, specializing in Trusts and Estates, Asset Protection, Business Planning and Business Succession. Counselor at “The Founders Group,” a Business Strategies Collaborative.

 

Educator

Speaker for Continuing Education for financial professionals including Certified Public Accountants, Attorneys, Fiduciaries, and Financial Planners, including Peninsula Estate Planning Council, Society of Financial Service Professionals, National Association of Insurance and Financial Advisors, Wealth Counsel, HSBC Bank, Southern California Institute and others. Topics focused on advanced estate planning, multidisciplinary strategies, business succession and international tax planning.

 

Publications

Co-author, “For California Doctors – a guide to asset protection, tax, and estate planning,” 2009.

 

Personal

Lori spends her free time with her husband, Doug and their baby daughter, Maddie. Together, they enjoy golf, petting zoos, and hiking with their dog Dicey. Lori also enjoys wine tasting, quilting and kayaking. She enjoys being a mentor/coach for growing professionals and entrepreneurs.

lori profile photo