Meredith N. McIver
profile
  • Associate

Phone:

Fax:

512-542-2011

Email:

profile
Badges Board
Logo State Bar Of Texas

Ms. McIver is an associate of Osborne, Helman, Knebel & Scott, LLP. Her practice focuses on estate planning and the administration of estates and trusts. She represents clients in making lifetime gifts and testamentary dispositions, including multi-generational wealth transfers and charitable giving. Ms. McIver advises her clients with respect to complex estate and gift tax planning strategies, incorporating both pre-death and post mortem planning techniques. In addition, she represents clients in probating wills, funding trusts, and complying with the fiduciary roles of her clients as personal representatives and trustees.

Education

• University of Houston (LL.M., Tax, 2012)
• Samford University (J.D., 2011)
• Washington & Lee University (B.A., Politics, 2008)

Practice Areas

• Estate Planning
• Probate, Estate & Trust Administration

Professional Certifications

• Board Certified, Estate Planning and Probate Law – Texas Board of Legal Specialization

Professional Memberships and Honors

• Member, State Bar of Texas (Real Estate, Probate, and Trust Law Section; Tax Section)
• Member, Austin Bar Association (Estate Planning Section)
• Member, Austin Young Lawyers Association
• Member, Estate Planning Council of Central Texas
• Member, 2018-2019 Leadership Academy for the Real Estate, Probate, and Trust Law Section of the State Bar of Texas
• Member, The College of the State Bar of Texas

Publications and Presentations

  • Co-Author, "Face Masks, Zoom, and Quarantinis: Welcome to…The 2021 Texas Estate and Trust Legislative Update," State Bar of Texas, Advanced Estate Planning and Probate Course (2021)
  • Presenter/Co-Author, "Teaching the ABCs to Your Trustees: How to Provide Practical Instructions to New Trustees," State Bar of Texas, Handling Your First (or Next) Trust Course (2021)
  • Co-Author, "Language to Include in Your Estate Planning Documents: Suggestions from Trust and Estate Litigators," State Bar of Texas, Estate Planning and Probate Drafting (2020)
  • Co-Author, "Transfer Restrictions in Business Entities," State Bar of Texas, Advanced Estate Planning & Probate Course (2020)
  • Co-Author, "How to Request (and Get) a PLR," Texas Tax Lawyer, Spring 2013, Vol. 40, No. 2