Meyer, Unkovic & Scott’s Private Clients Group assists individuals and families with the accumulation, management, transfer and protection of personal wealth. We have been dedicated to client and community service since our founding in 1943.
We are one of the few Western Pennsylvania based law firms with a sophisticated business practice and a fully diversified practice accommodating private clients. Our resources allow us to provide comprehensive service to meet all of our clients’ personal needs. We are also qualified to handle complex estate disputes and disputed fiduciary matters.
Our primary practice areas are:
Planning; Asset transfers and protection
Tax and estate and trust planning for individuals; charitable giving; succession planning for closely-held businesses; compensation and retirement planning for executives; immigration and tax planning for multi-national families.
Estate and trust administration; Wealth management
We advise executors and trustees in all aspects of estate and trust administration, including probate; intestacy; estate, inheritance and generation-skipping tax; fiduciary income tax; post-mortem tax planning; investment, valuation and liability issues; and accountings and related court proceedings. We counsel attorneys-in-fact and guardians on their obligations. We assist individuals and family offices and their advisors in all aspects of managing wealth and complying with applicable laws and regulations.
We represent fiduciaries, including corporate fiduciaries, and beneficiaries in will contests and in disputes involving the administration of estates and trusts and other fiduciary arrangements and the prosecution and defense of tax controversies.
Tax exempt organizations
We advise on the creation, administration and governance of charitable and other tax-exempt organizations and the obligations of those serving on the boards of these organizations.