Merline & Meacham, P.A.  

Merline & Meacham, PA assists clients with the probate and administration of estates, as well as the division, distribution and administration of trusts and family assets.  The firm also assists clients in carrying out their fiduciary responsibilities as personal representatives of estates and as trustees of trusts, including:

• Preparation and filing of Probate Court documents, including accountings and inventories
• Advising clients regarding federal estate tax compliance, including the preparation and review of Federal Estate Tax Returns (Form 706)
• Advising clients regarding federal gift and generation-skipping transfer tax compliance, including the preparation and review of Federal Gift Tax Returns (Form 709)
• Advising clients regarding provisions of wills and trusts and their fiduciary duties
• Structuring transactions with estates and trusts in an effort to minimize income, estate and other taxes and to facilitate family planning
• Preparation of agreements among estate beneficiaries
• Advising families regarding disclaimers and other post-mortem estate planning techniques

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.