PRACTICE FOCUS
Carolyn Glynn is a member of the firm’s Trusts and Estates practice group and provides sophisticated estate planning advice to high net worth individuals and business owners. Ms. Glynn has also served as counsel to the fiduciaries of complex estates, trusts, and private foundations. Whether dealing with recently acquired assets or family fortunes that span generations, Ms. Glynn provides innovative strategies and solutions to preserve, enhance and transition a client's wealth while helping them meet their varied legal needs and personal goals. Ms. Glynn focuses on the following areas:
- Probate and Estate Administration;
- Fiduciary and Trustee Services;
- Surrogate's Court and Tax Litigation;
- Wills, Trusts and Estate Planning;
- Wealth Protection Planning;
- Philanthropic Giving;
- International Estate and Tax Planning;
- Estate Planning for Hedge Fund and Private Equity Principals;
- Business Succession Planning;
- Estate sales and auctions of fine art and other collectibles;
- Residential Real Estate;
- Premarital Agreements.
Ms. Glynn customizes her approach to each client matter by tailoring the legal solution to that client’s particular needs after considering all factors that make that client unique. She believes that the bond of trust between client and counsel is the key to any business relationship and that without it, legal techniques mean very little.
PUBLICATIONS
- "An Overview of the SECURE Act - A Retirement Plan Distribution Game-Changer," Journal for Financial Counseling and Planning Education, January 2020 (Author)
- "Understanding Estate, Gift & Fiduciary Income Tax Returns 2007: Strategies for Maximum Advantage with the '706,' '709,' '1040' &
'1041,'" Practicing Law Insititute, 2004 - 2017 (Author)