Philadelphia Office
123 South Broad Street
Avenue of the Arts
Philadelphia, PA 19109
P: 215-772-7445
F: 215-772-7620
Biography
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.
Selected Publications
- Authored “Rauenhorst, Ferguson, and Assignment of Income to Charity,” Tax Notes, November 6, 2017
- Authored “Bequeathing IRAs: The Case for Charitable Remainder Unitrusts,” Tax Notes, February 8, 2016
- Authored “Vetting Charitable Gifts of Business Interests,” The Legal Intelligencer, February 3, 2015
- Authored “Confronting Ambiguous Penalty Regs With the Rule of Lenity,” Tax Notes, August 4, 2014
- Authored “Estate of Atkinson — When Strict Liability in Tax Went Awry,” Tax Notes, May 20, 2014
Selected Speaking Engagements
- Presenter, “Vetting Gifts of Complex Financial Instruments,” Montgomery McCracken’s 24th Annual “This Year in Nonprofit Law,” November 2014
- Speaker, “Making the Most of Bequests,” Planned Giving Day, Partnership for Philanthropic Planning of Greater Philadelphia, October 2014
- Panelist, Section 663 and the Separate Share Regulations, Pennsylvania Bar Institute’s “Tough Problems in Estate Planning”
- Panelist, All You Need To Know About Taxation of Trusts and Estates, the National Business Institute “Taxation of Trusts and Estates” seminar
Academic Achievements
- Earned an LL.M. in Taxation from Villanova University in 1985
- Received a J.D., cum laude, from University of Pennsylvania in 1981
- Graduated magna cum laude from Bucknell University in 1976