Tiffany L. Meyer

Tiffany Meyer is a Trusts, Estates & Legacy Planning paralegal with over 20 years of law firm experience. She works with attorney teams on:

• Preparing and maintaining estate planning diagrams, including status of estate tax liability.
• Maintaining records for trusts, partnerships, limited liability companies, and corporations, including investment assets and real estate.
• Assisting in the preparation of monthly, quarterly, and annual investment reporting for trusts and partnerships.
• Preparing federal estate tax, state estate tax, and federal gift and generation-skipping transfer tax returns.
• Maintaining and obtaining information necessary for the preparation of partnership, limited liability company, and fiduciary income tax returns.
• Providing annual administration of limited partnerships, including obtaining fair market values of underlying assets, computing gifts of limited partnership interests, and drafting transfer documents.
• Administering irrevocable trusts, including preparing annual accountings, maintaining check ledgers, making estimated tax payments and life insurance premium payments, and preparing Crummey withdrawal notices.