Williams Parker Adds Lynch to Fiduciary Services

Business

The law firm of Williams Parker has announced it has enhanced its ability to provide fiduciary services. The firm recently added Aubrey J. Lynch, a CPA, formerly a principal with CS&L CPAs, to its team as the Director of Fiduciary Tax Matters. Lynch joins Susan S. Park, the firm’s Director of Fiduciary Administration, to oversee the firm’s fiduciary services and provide support to the firm’s trusts and estates practice.

Lynch oversees tax and accounting matters as they relate to the firm’s fiduciary services, facilitating fulfillment of trustee’s duties and responsibilities in coordination with legal counsel. The firm’s fiduciary services department provides legal guidance, accounting and tax services, and estate and trust administrative services. The legal services provided in this area include reforming trusts, advising fiduciaries as to ongoing responsibilities during administration, preparing plans of distribution and corresponding release documents, and preparing and sending notice letters for certain trusts.

Williams Parker

« View The Tuesday Feb 5, 2019 SRQ Daily Edition
« Back To SRQ Daily Archive

Read More

Grapevine Communications and Demand Exposure Announce Merger

Grapevine Communications and Demand Exposure Announce Merger

Apr 8, 2024

 Four Nautilus Homes Make the Moderns That Matter: The Sarasota 100 List

Four Nautilus Homes Make the Moderns That Matter: The Sarasota 100 List

Apr 1, 2024

What Will MITER Purchase of PGT Mean in North Venice?

What Will MITER Purchase of PGT Mean in North Venice?

Jacob Ogles | Apr 1, 2024

Clive Daniel Home Transforms Homes by WestBay's Newest Models

Clive Daniel Home Transforms Homes by WestBay's Newest Models

Mar 18, 2024