Margo A. Lynch, CLPF #686

Margo Lynch is a Private Professional Fiduciary who serves by private nomination and by probate court appointment.  Her roles include Successor Trustee, Executor or Administrator of Decedent Estates, Power of Attorney, Special Needs Trust Administration, and Estate Conservatorships.  Margo works with individuals and their counsel during estate planning, and serves as the nominated Trustee when called to act.  She also serves as a court appointed neutral party in matters of conflict for the purpose of safeguarding assets, completion of administration, and distributing assets to beneficiaries.  With ten years of experience, she is skilled in working with cases from start to finish, and steps in to complete lagging administrations that have been subject to litigation.  She has served in complicated cases of various natures and has handled a wide set of assets including the liquidation of residential and commercial properties.  Margo is licensed as a Professional Fiduciary by the State of California Professional Fiduciaries Bureau.  She completes continuing education to remain current and proficient in her work.  Prior to building her fiduciary practice, Margo enjoyed a career in business development in technology companies in Los Angeles and Orange Counties.  She is a native Californian.

EDUCATION

Bachelor of Science in Management, Pepperdine University

Professional Designation in Personal Financial Planning, University of California, Los Angeles

Graduate of Cannon Trust School, Cannon Financial Institute

Certificate in Professional Fiduciary Management, California State University, Fullerton

LICENSE AND REGISTRY

Licensed Professional Fiduciary #686, State of California Professional Fiduciaries Bureau

Renewed annually, expiration July 31, 2024