Design Specialist

Maureen has been an employee of Kistler-Tiffany Advisors since 1981. She has over 30 years of experience working with creative solutions that impact the future of closely held business owners and their families.

Maureen provides support to our advisors relating to business succession and the estate planning needs of their clients. Her responsibilities include designing presentations that will enable the client to preserve their estates and meet their estate and business planning objectives in the most tax effective manner; reviewing wills, trusts and various business agreements; and, illustrating estate distribution strategies through the use of various techniques including Generation-Skipping Trusts, GRATS, Defective Grantor Trusts and Beneficiary Controlled Trusts.

Maureen provides research for various estate, business and tax issues and interacts with a client’s existing advisors including attorneys and accountants. She also participates in the training and continuing education of advisors and staff.

Maureen graduated from Main Line Paralegal Institute. She attends continuing education meetings provided by the Philadelphia and Delaware County Estate Planning Councils and seminars provided by the Pennsylvania Bar Association, including the Estate Law Institute.