Kristen M. Lynch

Kristen
M. Lynch
Shareholder,
Fowler White Burnett, P.A.

As a shareholder in the Trusts & Estates group, Kristen Lynch focuses her practice on estate planning, probate and retirement planning, and IRA matters. An Accredited Estate Planner (AEP), she has over twenty years of experience in trust and estates law, working almost exclusively with high net worth IRA clients for the last seventeen years.

Prior to joining Fowler White Burnett, Ms. Lynch worked for SunTrust Bank as the 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.

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Death by IRA Beneficiary Designation
Individual retirement accounts have long been treated as the proverbial red-headed stepchild of estate planning. Until recently, they were often overlooked,
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