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Max Merritt
Max Merritt, Senior Attorney at KKOS Lawyers
Senior Attorney

Max Merritt

Attorney (MO) · U.S. Tax Court · LLM Tax

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 plan succession. I have honed my skills in guiding clients through the intricacies of estate planning, offering tailored solutions that align with their unique financial goals.

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.

Phone
435-586-9366
Email
Credentials

Education, bar & roles

Education
  • Widener Commonwealth Law School
  • The University of Utah, BS in Economics
  • LLM in Tax and Wealth Management, Texas A&M University
Bar & Roles
  • Missouri
  • United States Tax Court
Beyond the Firm

Outside of KKOS

I enjoy spending time with my family and friends, golfing, and other outdoor activities.

Ready When You Are

Start with a conversation.

A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.