Partner, Private Client
Tiffany McKenzie focuses her practice on estate planning and administration, family wealth transfer tax planning, succession planning, and fiduciary litigation.
Ms. McKenzie assists clients with their pre-death estate planning and wealth preservation through the creation of wills, revocable trusts, irrevocable trusts (including irrevocable insurance trusts, intentionally defective irrevocable grantor trusts, qualified personal residence trusts, grantor retained annuity trusts, private annuity sales to grantor trusts and installment sale transactions to grantor trusts), and the use of lifetime gifting. Ms. McKenzie has helped clients further their charitable inclinations by creating charitable trusts and charitable foundations.
In addition, Ms. McKenzie helps financial institutions and individuals navigate a wide range of fiduciary disputes, including trust, estate, and probate disputes.