Schedule an Appointment

Make A Payment

Max Merritt

Attorney

Contact Information:

[email protected]

(435) 586-9366

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.