S.D. Merritt & Associates, P.C.


S.D. Merritt & Associates, P.C. was founded in 2004 by Shelly D. Merritt with the goal of providing exceptional legal services in a personalized, cost effective and efficient manner.  The firm's practice emphasizes Estate Planning, International Succession Planning, Asset Protection Planning, Probate, Estate and Trust Administration, and Small Business Legal Services for Individuals, Families, Executives and Closely Held Companies. 

Our services include the following:

  • Wills and Trusts
  • Estate, Gift, and Generation-Skipping Transfer Tax Planning
  • International Succession Planning
  • Planning for Incapacity
  • Marital Agreements
  • Charitable Planning
  • Trust Administration
  • Probate and Administration of Estates
  • Small Business Formation
  • Business Succession Planning

 Click here for information on specific estate planning services.

Click here for information on specific small business services.

 

 

 

 

 

 

Photo Courtesy of Scott Mahone