Tiffany Meyer is a Private Client Services 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.