Sterlington announced today that Fran Mehaffey has joined the firm’s Private Wealth practice as an estate and fiduciary accountant. Mehaffey brings more than 40 years of experience preparing and reviewing tax returns for individuals, estates, trusts, and private foundations. Previously, he was Manager, Tax Services at Fiduciary Trust International. His arrival brings the Private Wealth team to 19 professionals.
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“Fran has spent four decades on the details that determine whether a complex estate or trust is administered well,” said Daniel Cooper, partner and head of Sterlington’s Private Wealth practice. “His experience with charitable trusts and private foundation returns fills a real need for our clients, and we are glad to have him on the team.”
At Sterlington, Mehaffey prepares and reviews individual income, gift, estate and trust, and private foundation tax returns, as well as returns for charitable remainder unitrusts, charitable remainder annuity trusts, and charitable lead trusts. He also works with clients to develop tax planning strategies. Mehaffey is an Enrolled Agent, authorized to practice before the IRS and state tax authorities.
Sterlington’s Private Wealth team advises ultra-high-net-worth individuals, family offices, and closely held businesses on estate planning, wealth transfer, tax strategy, and succession planning.
The Private Wealth team is primarily based in Philadelphia and serves clients nationwide.
Sterlington PLLC is a full-service law firm focusing on complex corporate, litigation, executive compensation, and private wealth matters. As a firm, we focus on the economic as well as the legal aspects of our matters.
Among other strengths, Sterlington is the ultimate law firm for private capital, family offices, founders, and senior executives, as well as their related businesses.
Visit us at www.sterlingtonlaw.com.
Media Inquiries
Amanda Sims
Communications Manager
Sterlington
Amanda.Sims@sterlingtonlaw.com
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