Lorelei Nguyen

Lorelei Nguyen is an Associate in the Trusts & Estates practice. Her work focuses on estate planning for professionals, trust administration, and charitable foundation formation. She drafts revocable and irrevocable trust instruments, advises young-family clients on guardianship and incapacity planning, and handles the organizational and § 501(c)(3) work for new private foundations and donor-advised-fund successor entities. Nguyen earned her J.D. from Cornell Law School in 2020 and her A.B. from Harvard University in 2017. She joined Oak, Elm & Birch in 2020. Her practice has increasingly concentrated on the planning needs of younger high-income professionals — physicians, early-career private-fund principals, and technology founders — a client segment for which the standard trust-and-estates template is rarely quite right and for which she has developed a quieter, more annotated drafting style. ## Publications - "Planning for the Thirty-Something Client: A Checklist the Textbooks Don't Cover," *Connecticut Lawyer* magazine, March 2024. - "Donor-Advised Fund Succession: Drafting for the Second Generation," *Trusts & Estates* magazine, July 2023. ## Speaking & CLE - Co-presenter, "Estate Planning for Young Professionals: Practical Drafting," CBA Young Lawyers Section CLE, September 2024. - Panelist, "The Physician-Client Intake: What to Ask at the First Meeting," Hartford County Medical Association wealth-planning seminar, 2023. Nguyen co-chairs the Connecticut Bar Association Young Lawyers Trust & Estates Subcommittee and is active in the CBA mentorship program for recent law school graduates. ## Board Service Nguyen serves on the associate board of the Hartford Public Library Foundation. Admitted: Connecticut, New York.