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Meghan E. Anderson
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Meghan advises individuals, families and business clients, including high-net-worth individuals and the owners of closely held businesses, on all aspects of estate planning and administration. Her work encompasses the drafting of wills, trusts, advance directives, powers of attorney and other estate planning documents. She provides guidance related to federal and state income, gift, estate, generation-skipping transfer and other tax matters and their implications within the estate planning and administration contexts. She also assists with the administration of trusts and estates with individual fiduciaries. 

Prior to entering private practice, Meghan worked in the mergers and acquisitions tax group of a "big four" accounting firm, where she advised private equity and corporate clients on the tax consequences of domestic and international M&A transactions and corporate restructurings.

Results may vary depending on your particular facts and legal circumstances.

Bar Admissions

  • New Jersey, 2016
  • Pennsylvania, 2011

Education

  • New York University School of Law, Advanced Professional Certificate in Taxation in Estate Planning, 2019
  • Georgetown University Law Center, LL.M. in Taxation, with distinction, 2012
  • Pennsylvania State University, Dickinson School of Law, J.D., 2011
  • Drew University, B.A., 2008

More Background

  • Held internships with the IRS's Office of Chief Counsel (Small Business/Self-Employed), the Pennsylvania Department of Revenue, Penn State/Dickinson School of Law's Family Law Clinic, and Legal Aid of Southeastern Pennsylvania

Representative Matters

  • Assisted a family with young children with the creation of estate planning documents, including the drafting of comprehensive wills which establish different trusts based on the age of their children (at the time of the death of the surviving spouse), facilitating the parents’ wishes as to how the trustee distributes assets among the children and stating the parents’ wishes as to successor guardians for their minor children.
  • Created a will containing a lifetime trust to enable an adult child to reside in a home owned by the parent, and establishing which expenses the trust and the child would be required to pay, as well as guidelines for selling and replacing the property.

Memberships

  • New Jersey State Bar Association: Real Property, Trust & Estate Law Section
  • Middlesex County Bar Association

Of Interest