MEG LODISE
Partner
Sacks, Glazier, Franklin & Lodise LLP
In her 30-plus year career, Meg Lodise has established an impressive reputation for successfully handling some of the most complex and high-dollar trusts and estates disputes. Among her high-profile work and underscoring her respect in the trusts and estates community, in November 2021, Lodise was requested by Mark Klaver, counsel for the Government of Canada’s Trade Law Bureau, to act as an expert and testify. She produced a comprehensive written report and, testified in a five-day arbitration on California trust law in connection with a NAFTA Chapter 11 dispute where the parties’ standing to make a multimillion-dollar claim centered on whether an oral trust was validly formed under California law. The opposing expert was a retired California appellate court justice.
As former secretary and current treasurer of the American College of Trust and Estate Counsel, Lodise works to improve laws, procedures and professional responsibility in connection with trust and estate law.