Trust and estate planning
Trust, estate, gift, income tax planning/Domestic & International (as applicable).
Programs and Services.
Trust administration
Legal counsel to Trustee(s) as to duties, responsibilities / create legal documentation. Legal Counsel to Beneficiaries as to rights/responsibilites.
Corporate structure
Formation, review and analysis, legal protection and corporate management planning & governance.
Charitable giving
Strategic planning for efficient wealth transfer to future generations.
Business succession planning
Corporate consulting, poise company for sale or transition to the next generation(s).
What We Offer…
Experience
- Legal (26 years)
- CPA/tax background (40 years)
- Integrate law, accounting and tax aspects of planning
Established Law Firm
- 18 years track record in San Diego County
Customized Services
- Comprehensive estate plans
- Assistance with implementation
- Cultivate client’s trusted advisor team
Value
- Top shelf quality product(s) and personal service at boutique firm price point
Who We Work With:
- Individuals and families with higher net worth requiring comprehensive estate planning & trust funding
- Trustees needing legal counsel as to their duties and responsibilities for handling pre and post death trust administration
- Small to medium sized businesses requiring assistance with formation, corporate agreements, corporate governance and business succession planning
- Corporate executives desiring assistance with both of the above
- Trustees needing legal counsel as to their duties and responsibilities for handling pre and post death trust administration
“Merilyn was excellent to work with on my estate planning. She was very well prepared whenever we met and was very thorough. She gave me great advice for my particular circumstances and delivered on the schedule she promised. I had considered using one of those online services; I am so thankful that I didn't. I will be recommending Merilyn and her Law Firm to all my friends and family.”
MBA/RealtorCarlsbad, California
Client Payment Options.
We offer receipt of payment for services via LawPay for our clients’ convenience. We accept MC, Visa, Discover and American Express.