IRA Power and Pitfalls (Dinner Presentation)
Sponsored by:
Jennifer Bird
Estate Services Appraisals
1500 Ponce de Leon Blvd., 2nd Floor
Coral Gables, FL 33134
(305) 495-0388
gablesappraisals@gmail.com
As a Shareholder and member of Greenspoon Marder's Trusts & Estates Practice Group, Kristen Lynch focuses her practice on estate planning, probate, guardianship administration, retirement planning, and IRA matters. An Accredited Estate Planner (AEP), she has over twenty-four years of experience in trusts and estates law, working almost exclusively with high net worth IRA clients for the last seventeen years.
Ms. Lynch worked for SunTrust Bank in the capacity of Vice President and Divisional IRA Manager for the Private Client Services Group, and for Merrill Lynch Trust Company as Vice President and Senior Trust Officer in charge of New Business Acceptance. She is a Certified Trust and Financial Advisor as well as a Certified IRA Services Professional.
Ms. Lynch has been reappointed Chair of the Sponsorship Committee of The Florida Bar, Real Property, Probate and Trust Law Section (RPPTL) for the term 2011-2012. In addition, she has been reappointed as co-editor of the RPPTL column for The Florida Bar Journal. She has been published numerous times in The Florida Bar Journal, and the Journal of Retirement Planning and has also been quoted in Kiplinger's and Tax Notes. She is also a frequent lecturer for professional groups.
