Summary
Overview
Work History
Education
Skills
Timeline
Generic
LISA LYNN

LISA LYNN

Great Falls,MT

Summary

Dedicated and experienced Probate and Estate Planning Attorney with over 24 years of expertise in estate law, trust administration, and probate matters. Proven success in building trusting rapport with clients and offering sound legal advice in clear and universal terms.

Overview

26
26
years of professional experience

Work History

Attorney/Owner

Lynn Law Office, PLLC
08.2006 - Current
  • Facilitated client interviews to assess estate planning goals.
  • Conducted research on emerging estate planning laws, integrating updates into firm policies and client advisories.
  • Collaborated with a cross-functional team of financial and tax advisors to enhance clients’ estate strategies, resulting in comprehensive plans with seamless integration.
  • Developed tailored estate plans incorporating tax-efficient strategies
  • Drafted and executed estate plans for 50+ clients annually.
  • Drafted pleadings, briefs, memoranda, correspondence for probates, guardianships, conservatorships, contractual disputes, and quiet title actions.
  • Drafted and reviewed complex trust documents, enhancing clients’ estate protection and reducing legal risks.
  • Assisted with trust administration for clients, maintaining accuracy and compliance with state and federal regulations.
  • Drafted contracts and deeds for real estate transactions.
  • Managed over 25 active probate cases simultaneously, ensuring timely and compliant court filings.
  • Represented clients in mediation and probate court proceedings.
  • Reviewed life insurance and annuity policies to determine relevant information, such as death benefits, cash values, and premiums.
  • Conducted extensive legal research to stay abreast of evolving legal trends and inform strategic decision-making for clients' benefit.
  • Filed timely case pleadings to meet firm deadlines.
  • Served as the Court Appointed guardian ad litem for guardianships and conservatorship matters for both adults and minors.
  • Performed all managerial duties and acted as the CEO of Lynn Law Office, PLLC.

Associate Attorney

Alexander Baucus Taleff Paul & Young, PLLP
02.2002 - 08.2006
  • Drafted and reviewed legal documents, including contracts, pleadings, and motions, ensuring accuracy and compliance with applicable laws.
  • Presented persuasive arguments in court hearings, effectively advocating for client interests in contested matters.
  • Analyzed complex legal issues for clients across multiple industries, demonstrating adaptability and versatility in problem-solving skills.
  • Managed a diverse caseload, prioritizing tasks to meet deadlines while maintaining attention to detail.
  • Conducted thorough legal research for case preparation, identifying critical information to support client positions.
  • Assisted senior attorneys with complex cases, contributing to the successful resolution of challenging disputes.
  • Coordinated discovery efforts with opposing counsel, managing timelines to ensure full compliance with procedural requirements.
  • Negotiated settlements of disputes and litigation.
  • Developed strategies and arguments for hearings, trials, and appeals on a variety of cases, including contractual disputes, foreclosure actions, personal injury litigation, Will contests, insurance defense, and quiet title actions.

Associate Attorney

Dye & Moe, PLLP
01.2001 - 02.2002
  • Conferred with individual and business clients on Chapter 7 and 13 Bankruptcy cases.
  • Designed Chapter 13 plans for reorganization.
  • Researched and interpreted laws, rulings, and regulations under the US Bankruptcy Code.
  • Drafted and reviewed legal documents, including contracts, pleadings, and motions, ensuring accuracy and compliance with applicable laws.
  • Assisted senior attorneys with complex cases, contributing to the successful resolution of challenging disputes.
  • Researched and wrote contracts, agreements, and proposals.
  • Communicated with clients and collected information to research cases and prepare settlement offers.
  • Interviewed witnesses and gathered public record research relevant to each case.
  • Prepared and filed pleadings, motions, and other legal documents in court proceedings.
  • Represented clients before Bankruptcy Trustees and the Montana Bankruptcy Court.

Associate Attorney

Brown Law Firm
05.1999 - 01.2001
  • Interviewed and conferred with clients.
  • Provided comprehensive legal advice and representation to clients in various cases, including but not limited to agricultural leases, estate planning, probates, and contracts.
  • Prepared and filed pleadings, motions, and other legal documents in court proceedings, primarily about contracts, probates, guardianships, conservatorships, and quiet title actions.
  • Participated in settlement negotiations, securing favorable terms for clients while minimizing potential liabilities.
  • Represented clients in court hearings and in negotiations with other parties.
  • Researched and interpreted laws, rulings, and regulations to advise clients on business and legal transactions.
  • Attended continuing legal education courses to stay current on changes in the law and emerging trends in practice areas.
  • Interviewed witnesses and gathered public record research relevant to each case.
  • Managed a diverse caseload, prioritizing tasks to meet deadlines while maintaining attention to detail.

Education

J.D. -

University of Montana School of Law
Missoula, MT
05.1999

B.A. - Political Science/Theatre Arts

Carroll College
Helena, MT
05.1993

Skills

  • Comprehensive estate planning
  • Trust administration
  • Probate administration
  • Analytical problem-solving
  • Prioritization of concurrent responsibilities
  • Strong organizational abilities
  • Preparation of legal documents
  • Efficient case assessment and document review
  • Legal research and analysis
  • Practice management
  • Client advocacy
  • Persuasive communication

Timeline

Attorney/Owner

Lynn Law Office, PLLC
08.2006 - Current

Associate Attorney

Alexander Baucus Taleff Paul & Young, PLLP
02.2002 - 08.2006

Associate Attorney

Dye & Moe, PLLP
01.2001 - 02.2002

Associate Attorney

Brown Law Firm
05.1999 - 01.2001

J.D. -

University of Montana School of Law

B.A. - Political Science/Theatre Arts

Carroll College

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