PROFESSIONAL BACKGROUND & PERSONAL INFORMATION

Principal and founder, Law Office of Lori Adasiewicz, practicing in estate planning, probate and trust administration, business succession, asset protection and retirement planning.
Arbitrator for FINRA.

Professional Accreditation:
Admitted to practice in California and Maine.

Associations & Memberships:
American Bar Association
California State Bar Association
San Mateo County Bar Association
Wealth Counsel
Advisors Forum (Founding Member)
Financial Planning Forum
Peninsula Estate Planning Council (Board of Directors, 2008-2009)
Southern California Institute (Laureate Member, LWS)

Education:
J.D., University of California, Hastings College of the Law;
Bachelor of Arts in Spanish, San Francisco State University, San Francisco, CA
40-hour Mediation Certification, Probate Department of the Superior Court of Sacramento County.

Educator on Estate Planning Topics:
American General financial advisor team, Sacramento, CA
CalPERS members, various locations across California
Margaret Murphy Center for Children, Aurbun, ME (special needs planning)
San Mateo County Parks & Rec Department, San Bruno / Colma / SSF / Redwood City, CA (introduction to estate planning)
Peninsula Humane Society & SPCA, San Mateo, CA (pet trust planning)
HSBC Bank USA, financial team, San Mateo, CA (Family EstateCare series)

Personal:
In her free time, Lori enjoys wine tasting in Northern California, exploring the outdoors with her dog, her horse and her kayak, and spending time with loved ones.