Overview
Clifford Scott Meyer's diverse practice includes financial and tax Monte Carlo modeling of sophisticated transactions, domestic asset protection, tax reformation of instruments and transactions, closely held business succession planning, technical support for planned giving departments of major institutions and individual tax planning.
Prior to joining Montgomery McCracken, Scott was a partner with the now dissolved law firm of Cohen, Shapiro, Polisher, Shiekman and Cohen.
Scott earned an LL.M. in Taxation from Villanova University. He received a J.D., cum laude, from University of Pennsylvania and graduated, magna cum laude, from Bucknell University.
The Record
Credentials
Admitted to Practice
- New Jersey
- Pennsylvania
- United States Tax Court
Selected Speaking Engagements
- Presenter, “29th Annual This Year in Nonprofit Law,” November 2019
- Presenter, “28th Annual This Year in Nonprofit Law,” November 2018
- Presenter, “24th Annual This Year in Nonprofit Law,” November 2014
- Speaker, “Making the Most of Bequests,” Partnership for Philanthropic Planning of Greater Philadelphia, October 2014
- Panelist, “Section 663 and the Separate Share Regulations,” Pennsylvania Bar Institute Tough Problems in Estate Planning
- Panelist, “All You Need To Know About Taxation of Trusts and Estates,” National Business Institute Taxation of Trusts and Estates Seminar
Selected Publications
- Author, “Rauenhorst, Ferguson, and Assignment of Income to Charity,” Tax Notes, November 2017
- Author, “Bequeathing IRAs: The Case for Charitable Remainder Unitrusts,” Tax Notes, February 2016
- Author, “Vetting Charitable Gifts of Business Interests,” The Legal Intelligencer, February 2015
- Author, “Confronting Ambiguous Penalty Regs With the Rule of Lenity,” Tax Notes, August 2014
- Author, “Estate of Atkinson — When Strict Liability in Tax Went Awry,” Tax Notes, May 2014
Education
Law School
- Villanova University Charles Widger School of Law|University of Pennsylvania Law School
Undergraduate School
- Bucknell University
Insights
Shared Thinking
Bylined Articles Rauenhorst, Ferguson, and Assignment of Income to Charity I. Introduction Under the venerable doctrine of Lucas v. Earl, a taxpayer who completes a gift of appreciated property after a tax realization event, such as an agreement… Read More Bylined Articles Bequeathing IRAs: The Case for Charitable Remainder Unitrusts I. A Bold Claim For most healthy adult children of upper-middle-income families, the after-tax amounts to be received over a lifetime from an inherited IRA will be equivalent… Read More Bylined Articles Vetting Charitable Gifts of Business Interests A significant transition in a closely held business, such as a sale or going public, often causes the owners to consider making a charitable gift. Such gifts are… Read More Alerts ABLE Act Benefiting Disabled Americans Passed by Congress In its first major piece of legislation benefitting disabled individuals since the 1990 Americans with Disabilities Act, on December 16, 2014 Congress passed the Achieving a Better Life… Read More Bylined Articles Confronting Ambiguous Penalty Regs With the Rule of Lenity Download PDF for full article Read More Press Releases Montgomery McCracken Represents Comar, Inc. in Recapitalization with Graham Partners Montgomery McCracken advised Comar, Inc. and its shareholders regarding a recapitalization transaction with private equity firm Graham Partners. The team, led by partner William Kingsbury, included partners Jonathan… Read More
Talk With Clifford
Philadelphia 215-772-7445 cmeyer@mmwr.com