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Brian D. Loreti, JD, LL.M
Staff Attorney
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct LIne: 973-285-4367
bloreti@sfr1.com
Specialization:
• Estate Tax and Insurance Planning
• Individual Income Tax Planning
• Business Tax Planning and Structuring
Business Experience:
Associate Attorney, Law Offices of Harvey R. Poe, PA Tax Planning Manager, Baker Industries Tax Planning Manager, The Mutual Benefit Life Insurance Company
