Estate Planning and Probate Services
Ms. Merritt helps achieve her clients' goals through use of the planning techniques outlined below. Recommendations are made based on the particular needs of each client, and are coordinated to minimize income tax, gift tax, estate tax and generation-skipping tax implications.
Wealth Transfer Planning
Wills
Revocable ("Living") Trusts
Life insurance trusts
Family Limited Partnerships
Grantor retained income, annuity and unitrusts (GRITS, GRATS and GRUTS)
Irrevocable Trusts
Generation-Skipping Trusts
Beneficiary Designations for Retirement Accounts and Life Insurance
Lifetime Planning
Financial Powers of Attorney
Medical Powers of Attorney
Living Wills
HIPAA Authorzation Forms
Planning for Children
Guardian Designations
Section 529 Tuition Plans
Custodial Accounts under Transfer to Minors Act
Minor's Trusts
Charitable Planning
Lifetime and Testamentary Gifts
Family Foundations
Charitable Lead Trusts
Charitable Remainder Trusts
Preparation of Federal Gift Tax Returns
Probate and Estate and Trust Administration
Probate Proceedings
Estate and Trust Administration
Preparation of Federal Estate Tax Returns
Click here for Shelly D. Merritt's Estate Planning Questionnaire
