Private Clients

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.

Private Clients Family Office

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 practice areas include:

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.

Litigation

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.

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Related Private Clients News & Events

Press Releases

Meyer, Unkovic & Scott Congratulates Four Attorneys on Being Named 2024 Rising Stars®

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Nine Meyer, Unkovic & Scott Attorneys Earn Spots on 2024 Super Lawyers® List

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Joseph A. Carroll Named ‘Lawyer on the Fast Track’ by “The Legal Intelligencer”

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W. Grant Scott Elected Fellow in the American College of Real Estate Lawyers (ACREL)

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MUS Re-elects Rob Dauer and Chris Smith to Firm Management Committee

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Levi K. Logan Promoted to Equity Partner

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How Can We Help You?

To discuss how we can help you navigate your legal questions, problems, or concerns, please contact us today.

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