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Attorney Profiles
Kristen M. Lynch Boca Raton, Florida
Senior Associate Attorney
| | phone | (561)368-8800
| | fax | (561) 394-3699
| | email | Email Me
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Kristen M. Lynch is the Manager of the Trust and Estate Department of the firm of Elk Christu & Bakst, LLP. Ms. Lynch is a Florida native and has worked within the Trust and Estates area for twenty years. She has been working almost exclusively with high net worth IRA clients for the last seventeen years. Ms. Lynch is currently practicing law in the areas of estate planning, probate and retirement planning, focusing on IRA matters. Previously, 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 published numerous times in the Florida Bar Journal, and the Journal of Retirement Planning. She has been quoted in Kiplinger's and Tax Notes. She is a frequent lecturer for professional groups.
Ms. Lynch serves on the Planned Giving Council for Nova Southeastern University, is Chair of the Planned Giving and Endowment Committee for the Centre for the Arts at Mizner Park in Boca Raton as well as a member of the Board of Directors, and serves on the Planned Giving Advisory Committee for Bethesda Hospital Foundation. Ms. Lynch is also a member of the Planned Giving Advisory Board for the American Lung Association of Florida.
- Tax Planning and Consulting on IRA Matters
- Estate Planning
- Probate
- Charitable Tax Matters
- General Tax Matters
- Florida, 2001
- Nova Southeastern University Shepard Broad Law Center, Ft. Lauderdale, Florida,
2000
J.D.
- University of Central Florida, Orlando, Florida, US,
1983
B.A. Major: Industrial/Organizational Psychology
- Florida Trust School,
1993
- "Marriage, Minimum Distributions & Mayhem: A Discussion of IRAs Under Florida's New Elective Share Law", Florida Bar Journal, June, 2002
- "The Top Five Things Practitioners Must Know About IRAs Now: A Discussion of State Law, Case Law and Other Considerations", Florida Bar Journal (republished in Journal of Retirement Planning, July/August, 2004), July, 2004
- "How Protected Are Your Clients' Retirement Accounts After the 2005 Bankruptcy Act", co-authored with Richard R. Gans, Florida Bar Journal, November, 2005
- "When Good IRAs Go Bad: Common Pre and Post-Mortem IRA Problems with Uncommonly Bad Results", Florida Bar Journal, December, 2005
- Various Lectures for:,
2004
- Boca Raton Tax Institute; Greater Miami Estate Planning Council;
- Estate Planning LLM Program, University of Miami;
- National Business Institute;
- The Florida Real Estate Property, Probate and Trust Law Section;
- The Florida Bar Tax Section;
- Financial Planning Expo;
- Florida Institute of Certified Public Accountants;
- Corporate Fiduciaries;
- Financial Planning Association of Broward County;
- Greater Fort Lauderdale Tax Council;
- Broward County Bar;
- Planned Giving Council for Broward;
- Brevard County Estate Planning Council
- Previous Co-Host, "Law & Taxes", MoneyWatch Radio
- Florida Bar, Tax Section
- Florida Bar, Real Property, Probate & Trust Law Section Member:
- Executive Council, Member
- IRA and Employee Benefits Committee, Chair
- Estate and Trust Tax Committee, Member
- Probate Law Committee, Member
- Sponsorship Committee, Co-Chair
- Broward County Estate Planning Council, Member
- Boca Raton Estate Planning Council, Member
- Greater Fort Lauderdale Tax Council, Past President
- BenefitsLink.com
- Host Estate Planning for IRAs
- Lynch, Kristen M., Senior Associate Attorney
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BOCA RATON
Sanctuary Centre
Suite 200E
4800 N. Federal Highway
Boca Raton, FL 33431
Phone: 561-368-8800
Fax: 561-394-3699
WEST PALM BEACH
Esperante
Suite 800
222 Lakeview Avenue
West Palm Beach, FL 33401
Phone: 561-838-4500
Fax: 561-838-4545
info@ruden.com
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