Megan assists high net worth clients in developing and maintaining durable and effective estate plans.
Megan works closely with clients to identify their wealth transfer goals and develop tailored estate plans designed to meet each client’s complex goals while also minimizing estate and gift tax exposure. She also advises fiduciaries and beneficiaries on the efficient and effective administration of estates and trusts, including compliance with tax and non-tax obligations. She evaluates federal income, estate, and gift tax implications to devise beneficial tax strategies and coordinates with in-house CPAs to prepare necessary tax filings.
Prior to joining Holland & Hart, Megan was an associate attorney at a boutique wealth and estate planning firm in Austin, Texas. She also served as a judicial law clerk for Judge Guy Herman of Travis County Probate Court No. 1.