G. Lynn Smith
Areas of Practice
Partner practicing in the areas of estate planning, wealth transition, asset protection; family-owned business exit and succession planning, and probate.
Education
- Bachelor of Laws – University of Texas School of Law, 1967
- Bachelor of Arts – University of Texas, 1964
Professional History
- Admitted to Texas Bar – 1967
- Founded and practiced law with the firm of Smith, Underwood & Perkins, P.C., Dallas, Texas, from 1971 through June of 2005; co-founded and currently practice law with the firm of Smith & Hammond, P.C., in Addison, Texas.
Professional Speaking Engagements
- Instructor for UNT Certified Financial Planning Program through Professional Development Institute.
- Speaker on various estate planning and probate topics for agency meetings for New England Life Insurance, Mass Mutual Life Insurance, Penn Mutual Life Insurance and State Farm Life Insurance.
- Speaker for DAPA Paralegal Association, Women in Financial Services, DFW Chapter, Partnering Professional Network, and International Capital Management Corporation.
- Speaker at Dallas Mid-Winter Dental meetings, Oppenheimer Funds meetings, Consular Corps Dallas Fort Worth and Texas Dental Society.
Gloria A. Hammond
Areas of Practice
Partner practicing in estate planning, wealth transition and family-owned business planning. Experienced in family and business tax planning and asset protection. Specifically involved in structuring family estates to maximize asset transition to succeeding generations through the use of various trust and business entities strategies, as well as minimizing the estate and gift tax pertaining to such transfers. Knowledgeable in planned lifetime gifting strategies. Significant expertise in selecting and creating business organization formats as well as the implementation of thoughtful exit strategies.
Education
- Juris Doctor – Southern Methodist University, Cum Laude, May 1999
- Bachelor of Business Administration – University of Texas in Arlington, Magna Cum Laude, 1996
Professional History
- Admitted to Texas Bar – 1999
- Employed with the law firm of Smith, Underwood & Perkins, P.C., Dallas, Texas, from June 1998 through June 2005.
- In June 2005, co-founded and currently continues to practice law with the firm of Smith & Hammond, P.C., in Addison, Texas
Professional Speaking Engagements
- Estate Planning for Blended Families – sponsored by Stevens Financial Group.
- Beneficiary Designations Focus on IRAs – sponsored by Oppenheimer Funds.
- Business Succession Transactions – The Good, The Bad & The Ugly – sponsored by the Estate Planning Council of North Texas.
- Race for C/E The Use of Life Insurance in Estate Planning – sponsored by NAIFA at Lone Star Park.
- C/E for CFP practitioners Impact of Recent Changes on IRA Planning and Administration – sponsored by NAIFA.
- Taking Control – A Financial Management Workshop for Women – Northlake College.