Areas of Practice
- TAX
- Income, Estate and Sales Tax
- State, Federal and International Tax
- Tax Litigation and Administration
- TRUSTS & ESTATES
- Administration
- Planning
Education
- J.D., Nova Southeastern University Shepard Broad Law Center, 2000
- Florida Trust School, 1993
- B.A., University of Central Florida, 1983
Bar Admissions
- Florida
Memberships
- BenefitsLink.com, Host Estate Planning for IRAs
- Boca Raton Estate Planning Council
- Broward County Estate Planning Council
- Estate and Trust Tax Committee
- Executive Council
- Florida Bar, Real Property, Probate & Trust Law Section
- Florida Bar, Tax Section
- Greater Fort Lauderdale Tax Council, Past President
- IRA and Employee Benefits Committee, Chair
- Probate Law Committee
- Sponsorship Committee, Co-Chair
4855 North Technology Way, Suite 630
Boca Raton, FL 33431
TEL: 561-962-6906
FAX: 561-962-6956
Kristen M. Lynch focuses her practice on estate planning, probate and retirement planning, and IRA matters. She has over twenty years of experience in Trust and Estates, 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 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 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. She is also a member of the Planned Giving Advisory Board for the American Lung Association of Florida.
Of Note
Published Works:
"The Importance of Creating and Updating Your Estate Plan", Palm Beach Post, January, 2009
"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