Estate & Businesss Succession Planning
Practice Areas
Estate Planning Services
We help achieve our clients' goals by making recommendations based on the particular needs of each client, and are coordinated to minimize income tax, gift tax, estate tax and generation-skipping tax implications.
Read more: Estate Planning and Probate Services
Small Business Services
Shelly D. Merritt represents small to medium sized closely held companies, executives and business owners. She assists her clients with choice of entity considerations, drafting and filing of entity documents, business governance, negotiation of business transactions, tax planning and advice, and general business counsel.