Estate and gift taxes are generally “penalty taxes” due to lack of adequate planning. Merritt Watson LLP employs “state-of-the-art” estate planning techniques to reduce or eliminate the estate tax and generation skipping transfer ("GST") tax liability resulting from moving wealth from one generation to the next generation and beyond.
The firm’s lawyers have an extensive background in estate and trust law, estate administration, gift tax and estate tax planning, and financial planning. This experience, combined with the firm’s significant commitment to this important practice area, assures that your individually tailored estate plan will maximize the efficiency of your estate and minimize your transfer tax liability. We also assist clients to achieve their charitable giving objectives, including the creation of private foundations, public support organizations, and donor advised funds.