Merline & Meacham, PA provides comprehensive and sophisticated estate and gift tax planning and compliance services, including:
· Designing flexible estate plans and drafting wills and trusts to
minimize estate and gift taxes, including credit-shelter trusts,
charitable trusts and generation-skipping trusts
· Designing and implementing business succession plans
· Planning with family limited partnerships and limited liability
companies
· Irrevocable life insurance trusts
· Qualified personal residence trusts
· Grantor retained annuity trusts
· Business recapitalizations
· Sales to intentionally defective grantor trusts
· Charitable planning techniques
· Post-mortem planning, including disclaimers and advising on
various income and estate tax elections and transactions
· Preparing and reviewing Federal Estate Tax Returns (Form 706)
and Federal Gift Tax Returns (For 709), as well as assisting and
advising other professionals regarding the preparation of these
returns
All of the shareholders in the firm are certified by the South Carolina Supreme Court as specialists in taxation and estate planning and probate law. All of the shareholders are also fellows in the American College of Trust and Estate Counsel.
Merline & Meacham, PA’s attorneys routinely work as part of a team with our client’s financial advisors, fiduciaries, life insurance professionals, appraisers and accountants.
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