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Tiffany McKenzie

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Tiffany McKenzie

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.

Education

  • New York University School of Law, LL.M in Taxation, 2011
  • University of Florida, J.D., cum laude, 2010
  • Agnes Scott College, B.A., magna cum laude, 2007

Organizations

  • Georgia Planned Giving Council
  • Florida Bar Out of State Division, President, 2017 – 2018; Treasurer, 2014 – 2015; Secretary, 2013 – 2014; Social Media Chair, 2012 – 2013, Executive Committee 2019- present
  • Georgia Association of Black Women Attorneys
  • State Bar of Georgia Fiduciary Law Section
  • State Bar of Florida – Real Property, Probate and Trust Law Section
  • Lead Atlanta, Class of 2016
  • Agnes Scott – Alumnae Board, President-Elect
  • Dress for Success Atlanta – Volunteer

Admissions

  • Florida, 2011
  • Georgia, 2011

Awards & Honors

  • Chambers High Net Worth Guide, Up & Coming, 2020
  • Georgia Trend Legal Elite, 2019
  • Georgia Rising Star, Estate Planning & Probate, 2017- 2020

Speeches & Publications

    PUBLICATIONS:

  • Co-Author, "Marriage, Death and Taxes: The Estate Planning Impact of Windsor and Obergefell on Georgia's Same-Sex Spouses," Georgia Bar Journal, Vol. 21, No. 2, October 2015
  • "Estate Planning with Conservation Easements," Insights, Co-Authored with Kim Civins, Summer 2012

    SPEAKING ENGAGEMENTS:

  • "Creating the Ultimate Digital Asset Estate Planning Checklist," Estate Planning Council of North Georgia, January 2021
  • "Venture Capital and the Biden Administration," Valor Ventures, January 2021
  • "Estate Tax and the Election: How the 2020 Election May Affect your Estate Tax Planning," 9th Annual Gleneagles Group Family Conference, November 2020
  • "Creating the Ultimate Digital Asset Estate Planning Checklist," Georgia Federal Tax Conference, Atlanta, GA, June 14, 2019
  • "Owning Your Future: Hot Business Opportunities," National Black MBA Association Conference, Atlanta, Georgia, June 8, 2019
  • "Georgia Legislative Update: Recent Changes Affecting Georgia Fiduciaries," Columbus, Georgia, Aug. 13, 2018
  • "Turning Ova in Your Grave: Estate Planning and Trust Considerations Related to the Use of Assisted Reproductive Technology (ART)," ICLE Fiduciary Law Institute, St. Simon’s, Georgia, July 13, 2017
  • First Year Seminar Plenary Panel, “Telling our Stories: Who Will You Become,” Agnes Scott College, Sep. 13, 2013
  • Commencement Speaker, Holy Trinity Episcopal Academy, Melbourne, Florida, May 20, 2013
  • Keynote Speaker, Agnes Scott College's Sophomore Family Weekend Ring Ceremony, Feb. 16, 2013
  • "Black Women's Empowerment Panel: A Discussion to Inspire Every Leader," Agnes Scott College, Feb. 29, 2012

    PRESENTATIONS:

  • Estate Planning with Digital Assets, Financial Planning Symposium, May 2021
  • Estate Planning with Digital Assets, PNC Bank National Practice Group, May 2021
  • Estate Planning with Digital Assts, Estate Planning Council of North Georgia, January 2021
  • Estate Planning with Digital Assets, Estate Planning Council of South Georgia, January 2020
  • Estate Planning in a Post-Election World, Gleneagles 9th Annual Family Office Virtual Seminar, November 2020
  • Creating the Ultimate Digital Asset Checklist, Georgia Federal Tax Conference, Atlanta, GA June 14, 2019
  • Owning Your Future: Hot Business Opportunities, National Black MBA Association, Atlanta, GA June 8, 2019
  • Private Client Seminar on Bitcoin and Digital Asset Planning, Denver, Colorado, October 24, 2018
  • Creating the Ultimate Digital Asset Planning Checklist, ABA Section of Taxation and Real Property Trust & Estate Law 2018 Fall Conference, Atlanta, GA, October 4, 2018
  • Georgia Legislative Update: Recent Changes Affecting Georgia Fiduciaries, Synovus Trust Company

OTHER ATTORNEYS

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Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
ACCEPT the terms or Cancel the email.

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