With her experience as a former practicing attorney and an advanced legal degree in tax, Lynn assists clients and their families in the development, implementation, and adjustment of wealth transfer strategies.
Recognizing that every family has unique priorities and preferences, Lynn serves in an advisory role to proactively support clients by advising on potential tax efficiencies, analyzing potential cash-flow implications of contemplated gifting, and offering guidance and support to trustees and beneficiaries throughout the ongoing management of irrevocable trusts. She collaborates with clients’ outside professional advisors to help ensure cohesive implementation and management of clients’ wealth transfer strategies. Lynn also assists business owners in developing and tailoring succession and legacy strategies.
Lynn earned her bachelor’s degrees from Clemson University, her Juris Doctor from the University of South Carolina School of Law and her LL.M. (Masters of Laws) in Taxation from the Boston University School of Law. As a practicing attorney, Lynn focused on wealth transfer and estate planning issues. Lynn is a member of the South Carolina Bar Association and the Greenville County Estate Planning Council and is involved in the South Carolina Women Lawyer’s Association and the South Carolina Banker’s Association. Lynn and her husband, Chris, have three children, with whom they enjoy spending time fishing and boating at Lake Keowee or exploring the mountains of North Carolina.
Baird, nor any of its affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.