BIOGRAPHY    

Meryl’s practice is driven by efficiency and a commitment to ensuring every individual is protected through a plan that is equally practical as it is precise. Understanding that families are unique and dynamic, Meryl carefully crafts a plan to provide for what is distinctly important, while being flexible enough to adapt to the ever-changing tax laws. Clients find Meryl’s warm personality to be comforting during difficult times and that it eases a conversation many find challenging. Meryl seeks to earn each client’s confidence and serve as a trusted advisor for many generations.

Meryl entered the estate planning field as an undergraduate, fueling her passion to counsel individuals, families and business owners in the creation of comprehensive estate plans and navigate the estate administration process. Meryl formerly practiced at both the largest law firm in Washington, D.C., and one of the largest fiduciary trust companies in the United States. She now delivers high quality experience in a personal and cost-effective boutique.

PRIOR EXPERIENCE

• Associate Wealth Strategist, U.S. Trust, Bank of America Private Wealth Management
• Trusts & Estates Attorney, Covington & Burling LLP

AWARDS & RECOGNITION

• Selected as a Top Financial Adviser by Washingtonian in 2022.
• Named a Rising Star in the 2023 edition of Washington, DC Super Lawyers

PROFESSIONAL AFFILIATIONS

• Washington, D.C. Estate Planning Council
  • Committee Co-Chair, Arrangements Committee (2020 - Present; Committee member 2015 - Present)
  • Diversity & Inclusion Task Force, Student Outreach Subcommittee (2020-Present)
• District of Columbia Bar Association - Estates, Trusts and Probate Law & Taxation Communities
• Washington Metro Estate Planning Group

PUBLISHED ARTICLES

• Highlights from the 54th Annual Heckerling Institute on Estate Planning, MSBA Section of Estate and Trust Newsletter, Spring 2020

SPEAKING ENGAGEMENTS

• “Review of the 2020 54th Annual Heckerling Institute on Estate Planning” at the Estate & Trust Law Section of the Bar Association of Montgomery County, Maryland, Presenter, February 2020
• “Juggling Three Jurisdictions: Estate Planning Differences in DC/MD/VA” at the Fairfax Bar Association, Co-Presenter, April 2017
• “Maximizing After-Tax Proceeds: How to Save Taxes in Your Exit” at the Exit Planning Institute, Co-Presenter, March 2017
• “Strategies for Planned Giving” at the Museum Trustee Association, Co-Presenter, October 2016
• “Juggling Three Jurisdictions: Estate Planning Differences in DC/MD/VA” at the District of Columbia Bar, Co-Presenter, October 2016