October 12, 2017-Avoiding Trips & Traps When Setting up CRT and How to Fix Some of Them

Avoiding Trips & Traps When Setting up CRT and How to Fix Some of Them

Speaker: Lynne L. Pantalena, U.S. Trust
Lynne L. Pantalena is a managing director and wealth planning solutions executive at U.S. Trust, Bank of America Private Wealth Management. In this role, Lynne leads the central division’s wealth strategists in developing planning strategies for U.S. Trust clients. These professionals consult with clients to develop customized approaches for diverse needs, including tax and estate planning services, business succession, pre- and post-liquidity event strategies, family wealth education, and philanthropy. They also coordinate the involvement of other professionals from investment, fiduciary and banking disciplines, as needed, to help address the unique needs of each client.

Previously, Lynne was the northeastern regional executive for the Private Bank of Bank of America. Prior to joining Bank of America, Lynne was an attorney in a private practice