Real Estate Administration

CAROLYN M. GLYNN

**** ********** *****, *** ***, McLean, VA 22102

917-***-****; *******.*.*****@*****.***

EXPERIENCE

Members Trust Company – Vienna, VA 2/2016-Present

Sr. Trust Officer

Head and grow Virginia office of Tampa-based trust company providing wealth planning advice to high ranking military personnel in the D.C., MD and Northern Virginia area.

Sell and promote trust and estate corporate fiduciary services to existing and prospective clients.

Develop, recommend, implement and monitor estate plans and trust structures for clients.

Responsible for the daily administration of significant book of business (over 300 accounts) where company is acting as fiduciary and ensure adherence to all banking protocols.

Wells Fargo – McLean, VA 2015-2016

Sr. Wealth Planning Strategist – Left role of own accord

Supported internal partners in deepening, broadening and developing relationships with existing clients by proposing appropriate estate plans (above $10 million in worth).

Collaborated with the senior and regional managers to optimize the services of the private bank.

Served as subject-matter expert on estate planning issues and related delivery of fiduciary products.

Review and approve wills, trusts, corporate governing documents with goal of ensuring adherence to all proper draftsmanship and complied with bank protocols and procedures.

Long-Term Partnering Relationship with James W. Reid, formerly co-head of Trusts & Estates Practice at Dunnington, Bartholow & Miller and Satterlee, Stephens, Burke & Burke, before establishing Reid Glynn LLP

Reid Glynn, LLP – New York, NY 2011-2015

Founding Partner

Founding and co-managing partner of boutique law firm serving ultra-high net worth clients in all aspects of sophisticated estate planning, estate administration and general financial planning.

Modernized irrevocable trust structures to accommodate current circumstances.

Drafted and implemented complex wills, ILITs, Dynasty Trusts, Private Foundations, GRATs, IDGTs, FLPs, CLTs, CRTs, SLATs, QPRTs, intra-family transfers, among others, with special concern for related estate, gift, GST, and income tax consequences as well as sensitive family dynamics.

Oversaw and engaged in all phases of estate administration of significant estates, IRS estate tax audits, and preparation of Forms 706, 709, 1041 and 990-PF.

Drafted and negotiated complex marital agreements as well as commercial and residential real estate transactions.

Satterlee, Stephens, Burke & Burke, LLP - New York, NY 2005-2009

Partner

One of four partners of established trust and estate group, practicing in all phases of estate and trust planning and administration.

Advised high net worth individuals with sophisticated estate planning issues and implemented various asset leveraging techniques.

Represented individual and corporate fiduciaries in various Surrogate's Court proceedings including contested probate and accounting proceedings.

Supervised a staff of six trust and estate paralegals and provided direction on all facets of estate administration, including tax elections, liquidity needs, fiduciary income tax planning, and accountings.

Dunnington Bartholow & Miller, LLP - New York, NY 1995-2005

Partner (2000-2005), Associate (1995-2000)

Practiced in all phases of estate and trust administration and wealth planning with special emphasis on dynasty trust planning, drafting and negotiation of marital agreements and representation of corporate fiduciaries on high-profile estates.

Engaged in all aspects of estate and trust administration and planning, including preparation of gift and estate tax returns, fiduciary income tax returns, formal and informal trust and estate accountings, real estate transactions, general legal research, and the drafting of wills, trusts and other estate planning documents.

As a partner, involved in day to day management of firm matters.

Rosen, Seymour, Shapss & Martin, LLP – New York, NY (Accounting & Consulting Firm) 2010

Director of Fiduciary Services – Short Term Employment Relationship while getting new firm of Reid Glynn LLP established. Due to Fiduciary Obligations to Satterlee, Stephens, Burke & Burke, not able to establish new firm concurrent with continued employment with former law firm.

Managed the fiduciary services group (consisting of 7 employees) and reviewed and approved over 600 fiduciary income tax, gift, estate and personal income tax returns in an extremely fast-paced environment.

Created and developed comprehensive wealth transfer plans that achieved to tax-saving goals and strategies.

U.S. Trust Company - New York, NY 1993-1995

Financial Officer

Assisted senior estate administrators in all phases of estate administration of large estates as to which U.S. Trust served as corporate executor.

Marshalled estate assets and prepared of date of death valuation inventory for estate counsel. Administered informal and formal settlements of inter vivos and testamentary trusts.

Law Offices of Edward S. Schlesinger, Esq. - New York, NY

Associate (1991-1993)

Drafted complex wills and trusts; and administered medium-sized estates.

EDUCATION

Brooklyn Law School - Brooklyn, NY J.D., 1991

Vassar College - Poughkeepsie, NY B.A., 1988

ADMISSIONS

Connecticut; New York

MEMBERSHIPS / ASSOCIATIONS

American Bar Association - Member of Real Property, Probate & Trust Law Section. Fellow of the American Bar Foundation (as of, 2005). Practicing Law Institute Faculty Member (2005 - 2010)

Presentations: "Basic Considerations for the Closely-Held Business Owner” (Baruch College, 2009, 2010 and 2011). "The Use of Disclaimers in Estate Planning" (PLI, 2008 and 2009)

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