Ann Roberts has more than 20 years of accounting experience and has been with Watkins Meegan since 1996. She provides services in accounting, auditing, consulting and tax engagements with expertise in the area of taxation.
Ann’s experience most recently has focused in the areas of estates, gifts, trusts and pension reporting, but she also has knowledge of individual, corporate, partnership, not-for-profit and multiple state taxation. She works primarily in the area of estate planning, where she has experience with family limited partnerships; limited liability companies; multiple types of trusts, including life insurance trusts, grantor trusts, charitable remainder trusts and various testamentary trusts; private foundations; and education savings plans. Ann also works with estates in the area of probate, which includes coordination with the probate court and filing requirements on behalf of estates.