Beneficiary Account with No Designation Sparks Litigation
June 3, 2026
Lindy serves as a Partner in the Bequest Management practice of the firm. Her practice focuses on representing national charities and nonprofit organizations in fulfilling the wishes of their charitable donors while maximizing gifts and minimizing any administrative burden. She supervises a skilled team of attorneys and paralegals who advocate for nonprofit institutions as beneficiaries of matured bequests.
Through her work with the CCK Bequest Management team, Lindy is adept at handling emerging and ongoing disputes between competing heirs or other beneficiaries. She ensures that each bequest distribution is handled efficiently while fulfilling the charity’s duty of good stewardship and accelerating bequest revenue.
Lindy is passionate about charity work. In addition to her memberships and speaking engagements across the country, she currently serves on the Board of Directors for the National Association of Gift Planners. Lindy is also the President of the Board of Trustees at the Providence Animal Rescue League (PARL), which provides for the rescue and relief of homeless animals in the greater Providence area and provides programming to support pets in the community. Additionally, she currently serves as the Vice President of Programming on the Executive Board of the Planned Giving Group of New England (PGGNE).
Lindy first joined CCK in 2016 as a Litigation Associate, a role in which she represented disabled veterans before the United States Court of Appeals for Veterans Claims and before the Department of Veterans Affairs. Prior to joining the firm, Lindy served as a judicial law clerk in the Rhode Island Supreme Court Law Clerk Department, where she assisted numerous judges with research, dispositive motions, and bench decisions.
Lindy graduated from Connecticut College in 2011, earning a B.A. in both Psychology and Sociology. She then attended Suffolk University Law School and received her J.D. in 2015. While at Suffolk, Lindy served as the Chief Competition Director of the Moot Court Honor Board and was a staff member of the Suffolk Journal of Trial & Appellate Advocacy.