Lynn Gifford Bria advises clients on estate, trust and philanthropic issues with a focus on preservation and protection of assets for intended beneficiaries. Her clients' plans include wills, trusts, lifetime gifts, charitable trusts and private foundations. She also advises executors and trustees as they navigate complex administration matters.Lynn previously served as Vice President and Senior Trust Officer at a large banking and investment institution. There she exercised oversight of client accounts including revocable, irrevocable, and charitable trusts. Lynn's work for clients included estate tax planning and analysis of client objectives to plan overall trust accounting, distribution and cash management strategies for multiple generations.Lynn has assisted several families in an advisory capacity and as a trustee during periods of significant wealth transfer and ongoing trust administration. She enjoys working with corporate trustees and trusted financial advisors, favoring a team approach to address personal planning and wealth preservation concerns for clients.Lynn assisted with the management and administration of a large family philanthropic foundation. She worked with family members to facilitate grant-making by vetting and evaluating various charitable organizations. Lynn enjoyed interacting with agencies, the individuals receiving the community support, and her clients, who actively enjoyed the impact their charitable support made.Lynn assisted in the resolution of a forty-year dispute involving a large parcel of land spanning two states. Through probate court action to correct the impact of a prior order on the trust/owner's generation skipping transfer tax grandfathered status, the trust beneficiaries were able to reach an agreement to sell the land with tax-free compensation for several generations of surviving family members.Assistant District Attorney, Bristol County, Massachusetts, 2002-2003.
