Lori Epstein Epstein Becker & Green 212-351-4926
http://www.ebglaw.com/ Litigation Esq.
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Lori Epstein, Vice President, is responsible for Advanced Markets for the MetLife and NEF Field Force. Lori and her Group provide sophisticated estate, business, and retirement planning case design assistance to the top tier of producers and the firms in the MetLife Enterprise. Lori’s responsibilities also include support for planning for families with special needs children or others through MetLife’s MetDESK program. (Division of Estate Planning for Special Kids) Lori is a driver behind MetLife’s policy standards and its value proposition as they relate to estate, business, and retirement planning. Lori is actively engaged in all aspects of estate and business planning training of the MetLife Field force. She is also involved in numerous projects related to the general support of MetLife’s top producers. Lori is sought after both internally and externally as a knowledgeable and dynamic speaker. Prior to assuming this role, Lori has served in various positions within the Estate and Business Planning Organizations including responsibility for Estate & Business Planning Training as well as Field Support. Prior to joining MetLife in 1993, Lori maintained a private law practice in Manhattan concentrating in trusts and estates, estate and business planning, elder law and real estate. Lori is a graduate of Hofstra University and the Benjamin N. Cardozo School of Law of Yeshiva University. She is a member of the Estates, Trusts, and Surrogates Court Practice Section and Elder Law Committee of the New York County Lawyers Association. She is also a member of AALU’s (Association for Advanced Life Underwriting) Business Insurance and Estate Planning Committee and their Membership Committee. Lori has chaired, moderated, and spoken at Bar Association seminars and continuing legal education courses.