Max Merritt
Senior Attorney
Max’s Work at KKOS Lawyers
- As an attorney at KKOS Lawyers, I am committed to serving the needs of my clients, I bring a comprehensive approach to estate planning, asset protection, self-directed IRAs, and charitable remainder trusts. With a blend of legal expertise and a passion for empowering individuals and families, I specialize in crafting personalized strategies to safeguard assets, optimize retirement savings, and succession planning. I have honed my skills in guiding clients through the intricacies of estate planning, offering tailored solutions that align with their unique financial goals and aspirations.
- My focus extends beyond mere legalities; I strive to foster long-term relationships built on trust, integrity, and a genuine desire to see my clients thrive. Whether navigating the complexities of estate administration or structuring charitable giving and tax savings through vehicles such as CRTs, I am dedicated to providing compassionate guidance and unwavering support every step of the way. With a commitment to staying current with industry trends and legal developments, I stand ready to assist clients in securing their legacies and achieving peace of mind for themselves and future generations.
Education
- Widener Commonwealth Law School
- The University of Utah, BS in Economics
- LLM in Tax and Wealth Management, Texas A&M University
Bar Admissions
- Missouri
- United States Tax Court
Outside of KKOS
- I enjoy spending time with my family and friends.
- Golfing and other outdoor activities.