Meredith N. McIver
Meredith N. McIver

Meredith N. McIver

Associate

email

mnmciver@ohkslaw.com

email

(512) 542-2022

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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)

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
  • Member, Decedent’s Estates Committee for the Real Estate, Probate and Trust Law Section of the State Bar of Texas
Board Certified - Texas Board of Legal Specialization
The College of the State Bar of Texas
Super Lawyers, Rising Stars - Meredith McIver

Select Publications and Presentations

Asset Protection: Domestic and International Law and Tactics (four volumes; updated quarterly)

West Group
Publication
Contributing Author/Co-Editor
1995

A Brief History of Asset Protection Trusts

ALI CLE Estate Planning Course Materials Journal, January 2022
Publication
Author
2022

Truth, Transparence, and The Right of Privacy

The American College of Trust and Estate Counsel Law Journal, Volume 46, Number 3, Summer 2021
Publication
Author
2021

The Financial Action Task Force and the Legal Profession

New York Law School Law Review, 2014/15, Volume 59, Number 3
Publication
Author
2015

Asset Protection Trusts Under Attack – Views from the Bench and Bar

49th Annual Heckerling Institute on Estate Planning, Orlando, Florida
Presentation/Publication
Co-Author/Presenter
2015

Asset Protection Trust Planning Using Traditional Estate Planning Techniques

Community Foundation of Southern New Mexico, 32nd Annual Estate Planning Institute, Las Cruses, New Mexico
Presentation/Publication
Co-Author/Presenter
2015

The Financial Action Task Force and The Good Practices Guidance

New Mexico State Bar 2012 Bridge the Gap, Albuquerque, New Mexico; The American College of Trust and Estate Counsel Southeast Regional Meeting, Savannah, Georgia; The National College of Probate Judges, Jekyll Island, Georgia; Connecticut Bar Association Probate Section Meeting, New Haven Connecticut; The American College of Trust and Estate Counsel New England Regional Meeting, Mashantucket, Connecticut
Presentation/Publication
Author/Presenter
2011

The Financial Action Task Force and Its Impact on The Practice of Law

33rd Annual Advanced Estate Planning and Probate Course, Houston, Texas (2009); 44th Annual Heckerling Institute on Estate Planning, Orlando, Florida
Presentation/Publication
Author/Presenter
2009

Asset Protection: Trust Planning

American Law Institute – American Bar Association Course of Study, Planning Techniques for Large Estates, New York, New York (April, 2009)
Presentation
Co-Author/Presenter
2009

Converting an Asset Protection Trust into a Tax-Efficient Wealth Reserve

U.S. Taxation of International Operations
Publication
Co-Author
2003

The Influence of Spanish and Mexican Laws on the Property and Probate Laws of Texas

The International Academy of Estate and Trust Law, Santiago, Chile
Presentation/Publication
Co-Author/Presenter
2003

Publications and Presentations

All Publications and Presentations

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
Publication
Co-Author
2021

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
Presentation/Publication
Co-Author/Presenter
2021

Transfer Restrictions in Business Entities

State Bar of Texas, Advanced Estate Planning & Probate Course
Presentation/Publication
Co-Author/Presenter
2020

Language to Include in Your Estate Planning Documents: Suggestions from Trust and Estate Litigators

State Bar of Texas, Estate Planning and Probate Drafting
Publication
Co-Author
2020

How to Request (and Get) a PLR

Texas Tax Lawyer, Spring 2013, Vol. 40, No. 2
Publication
Co-Author
2013