James W. Reid and Carolyn M. Glynn practiced together for 16 years as Partners in the Trusts and Estates practice group of two Manhattan law firms prior to establishing Reid Glynn, LLP on January 1, 2011.
Sophisticated Legal Advice
Reid Glynn concentrates on succession planning for individuals and families and the drafting of Wills and all related planning documents. The firm advises on lifetime gifts and inter-vivos and post-mortem estate planning issues, as well as strategies related to the management and taxation of inter-generational transfers. Reid Glynn provides sophisticated legal advice to ensure that gift, estate, generation-skipping transfer taxes, wealth taxes and other forms of capital tax are minimized while endeavoring to maximize flexibility and meet the client’s personal goals. Structures may be designed to leverage asset values or to address specific non-tax family goals. The firm also represents individual and corporate fiduciaries in connection with a wide range of estate and trust administration matters. Its private clients include U.S. and foreign individual clients, established East coast families possessing generational wealth and the multiple generations below them, as well as entrepreneurs with business interests in the U.S. or abroad.
Meaningful Client Relationships
The partners of Reid Glynn pride themselves on having maintained numerous meaningful client relationships over the last several decades by delivering thorough and insightful estate planning advice with compassion and keen legal expertise. The firm’s objective is to provide practical and effective solutions to any client’s particular needs in the most cost-efficient manner. While Mr. Reid and Ms. Glynn devote the majority of their time to more complex estate and tax planning or administrative issues, they also advise clients in connection with a variety of non-tax “human” issues that are sometimes more important than any potential tax savings. Clients often comment that they most appreciate the ease with which Mr. Reid and Ms. Glynn provide technical advice in their “user-friendly” style and present estate planning documents in a way that is thoughtful and easy to understand.
Technology and Professional Support
The technology and professional support utilized by Reid Glynn, LLP, enhance the delivery of sophisticated documents and products so that clients are fully engaged in the estate planning process. Given the myriad of changes in the applicable Federal estate, gift and generation-skipping tax rules over the last few years, the ability to communicate accurately and depict scenarios clearly is appreciated by Reid Glynn clients. While the focus of the firm as a Trusts and Estates boutique is largely on personal estate, tax and charitable planning matters as well as the administration of estates and trusts with accounting and paralegal support, Reid Glynn also handles other related matters, such as residential real estate and marital agreements. When appropriate, Reid Glynn works with outside counsel and will engage other professional advisors with whom they have long-term relationships, both domestic and foreign, when clients require assistance in other practice areas such as commercial real estate, litigation, corporate and domestic relations, so that services are coordinated on an integrated and cost-effective basis.
When putting your estate planning concerns in the hands of Reid Glynn, you are ensuring that your wealth transition is a success and human objectives are satisfied.