Carolyn M.

Glynn
16 Sutton Place • Apt 13A
New York, New York 10022
home Phone (212) 829-9693
Cell phone (917) 685-7037

Professional Experience

Satterlee, Stephens, Burke & Burke, LLP – New York, New York
Contract Partner (April 2005-August 2009)
 One of four partners of established trusts and estates department

practicing in all phases of estate and trust administration and estate

planning. Primary focus of practice included advising high net-worth
individuals with sophisticated estate planning issues and implementing
various asset leveraging techniques. Aspects of practice related to
trust and estate administration concentrated on routine estate/trust
administration details, preparation of Federal and state estate tax
returns, residential real estate closings, and income tax planning for
estates, trusts, and beneficiaries. Represented clients and trustees in
various Surrogate’s Court proceedings, including contested probate and
accounting proceedings. Other responsibilities as partner included
hiring, supervising, and training of five (5) trusts and estate paralegals.

Dunnington, Bartholow & Miller, LLP - New York, New York

Partner (October 1999-March 2005)
 One of eight members of trusts and estates practice group practicing in
all phases of estate and trust administration and planning with special
emphasis on dynasty trust planning, drafting and negotiation of marital
agreements, and residential real estate transactions. Other
responsibilities as an equity partner of the firm involved various aspects
of the firm’s daily administration and management, such as serving on
various committees of the firm: partner expansion committee, new
business committee, associates committee, lease renewal committee.
 Dunnington, Bartholow & Miller, LLP - New York, New York

Associate (January 1995-September 1999)

 Assisted senior members of trusts and estates practice group in all

aspects of estate and trust administration and planning, including

preparation of Federal and state gift and estate tax returns, fiduciary
income tax returns, formal and informal trust and estate accountings,
real estate transactions, general legal research, and the drafting of
wills, trusts and other estate planning documents.

U.S. Trust Company - New York, New York

Financial Officer (1993-1995)
 Account administrator in Estate Settlement Department where primary

responsibility entailed assisting Senior Estate Administrator in all

phases of estate administration of large estates as to which U.S. Trust
 served as corporate Executor. Duties involved the marshaling of all
estate assets and the preparation of date of death valuation inventory
for Estate Counsel.
 Account administrator in Trust Settlement Department where primary
responsibility involved the administration of informal and formal
settlements of inter vivos and testamentary trusts as to which U.S.
Trust served as corporate Trustee. Duties involved the review of all
schedules of accountings, computation of commissions pursuant to
particular agreement or Trust Company’s published rates, interaction
with Trust Counsel and remainder beneficiaries in connection with
related issues. Other duties include training new officers in the
Settlement department.

Todtman, Young, Tunick, Nachamie, Hendler & Spizz - New York,

New York
Associate (1992-1993)
 Assisted senior member (Donald Young, Esq.) of trusts and estates

department in all aspects of estate and trust administration from

probate through settlement; limited drafting of estate planning
documents.

Law Offices of Edward S. Schlesinger, Esq. - New York, New York

Associate (1991-1992)
 Assisted Mr. Schlesinger and his associate, Michael M. Mariani, Esq.,

with the drafting of complex wills and trusts (with particular emphasis
on issues related to generation-skipping transfer tax) and the
administration of medium-sized estates ($3,000,000 - $5,000,000).

Education

Brooklyn Law School - Brooklyn, New York – J.D.

(1991)
Vassar College - Poughkeepsie, New York – B.A. (1988)

Admitted
Connecticut - December 1991; New York - March 1992

Memberships/Associations
American Bar Association - Member of Real Property, Probate &
Trust Law Section.
Fellow of the American Bar Foundation (as of 2005).
Practicing Law Institute - faculty member (as of 2005).
Other Presentations: “The Use of Disclaimers in Estate Planning:”
Presented as part of Committee of Banking Institutions on Taxation
seminar on November 3, 2005 and December 7, 2006.