Oliver R. Merrill

Olly provides legal advice on a wide-range of wealth transfer, wealth preservation, and tax planning strategies. He counsels individuals, families, entrepreneurs, and closely-held business owners on both the tax and non-tax aspects of their estate planning and business succession needs. He has drafted and implemented a wide-variety of estate planning documents and strategies, including wills, powers of attorney, revocable and irrevocable trusts, SLATs, ILITs, GRATs, and INGs, and also has experience preparing both estate and gift tax returns.  In addition, he has prepared operating agreements for both operating and passive business entities, such as LLCs and Limited Partnerships, and frequently assists with valuation, governance, and other business-succession matters. Olly prides himself on his ability to adapt his in-depth knowledge of wealth transfer tools and tactics to address the personalized needs and goals of his clients.