Meredith N. McIver
Partner
Practice Areas
Profile
Ms. McIver is a partner of Osborne, Helman, Scott, Knisely & Stanton, 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
- Selected for inclusion in the 4th–5th Editions of Best Lawyers: Ones to Watch® in America in the practice area of Trusts and Estates (2024 to present)
- Selected to the Texas Super Lawyers Rising Stars list, sponsored by Thomson Reuters and published in Texas Monthly (2021 - present)
- Estate and Trust Legislative Affairs Co-Chair, Texas Real Estate & Probate Institute (2024)
- Estate and Trust Legislative Affairs Co-Chair, Real Estate, Probate and Trust Law Section of the State Bar of Texas (2024)
- 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 (Board of Directors 2024)
- 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
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
Planning, Reporting, and Fixing
Planning, Reporting, and Fixing
State Bar of Texas, 30th Annual Advanced Estate Planning Strategies Course
Presentation
2024
Drafting Changes Over the Recent Legislative Sessions
Drafting Changes Over the Recent Legislative Sessions
State Bar of Texas, 34th Annual Estate Planning and Probate Drafting Course
Presentation
2024
REPTL, Meet T-REP. T-REP, Meet REPTL. The 2023 Texas Estate and Trust Legislative Update
REPTL, Meet T-REP. T-REP, Meet REPTL. The 2023 Texas Estate and Trust Legislative Update
State Bar of Texas, Advanced Estate Planning and Probate Course
Publication
2023
Legislative Update
Legislative Update
Austin Bar Association Estate Planning and Probate Section, All-Day CLE
Presentation
2023
Legislative Update
Legislative Update
Houston Bar Association Probate, Trusts & Estates Section
Presentation
2023
Teaching the ABCs to Your Trustees: How to Provide Practical Instructions to New Trustees
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
2021
Face Masks, Zoom, and Quarantinis: Welcome to…The 2021 Texas Estate and Trust Legislative Update
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
2021
Language to Include in Your Estate Planning Documents: Suggestions from Trust and Estate Litigators
Language to Include in Your Estate Planning Documents: Suggestions from Trust and Estate Litigators
State Bar of Texas, Estate Planning and Probate Drafting
Publication
2020
Transfer Restrictions in Business Entities
Transfer Restrictions in Business Entities
State Bar of Texas, Advanced Estate Planning & Probate Course
Presentation/Publication
2020
How to Request (and Get) a PLR
How to Request (and Get) a PLR
Texas Tax Lawyer, Spring 2013, Vol. 40, No. 2
Publication
2013
