Mr. Lorenzen advises clients on the full range of estate planning issues, including preparing wills and trusts, tax planning, business succession, and family wealth transfers. He assists families in planning for wealth transfers to charities, family members, and future generations in practical, tax-efficient ways. His practice includes individuals, families, and closely held businesses that have contacts in California, the United States, and the world beyond. He advises clients on all of the traditional tools of wealth planning, with an eye to holistic planning to minimize federal, international, state, and local taxes. Mr. Lorenzen uses these tools in service of clients’ desires to raise capable and responsible children, to support charitable endeavors, and to live happy and productive lives.
Commenting on his move to Venable, Mr. Lorenzen said, “Both my clients and I enjoyed great success during my previous tenure at Venable. The firm offers a robust platform that is well suited to both the domestic and international aspects of my practice. I look forward to rejoining the team.”