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Meredith Martin - Harrison LLP - Harrison LLP

Meredith Martin

Meredith Martin

Partner | Washington, D.C. & Naples, FL

Meredith advises individuals and families in all aspects of private wealth planning.

Meredith Martin - Harrison LLP
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Meredith advises individuals and families in all aspects of private wealth planning, including estate planning, estate and gift taxation, asset protection planning, prenuptial and postnuptial agreements, business succession planning, and estate and trust administration. She holds an LL.M. in Taxation (Dean’s List, with distinction) from Georgetown University Law Center, a J.D. from the University of Maryland School of Law (with honors), and an M.B.A. and B.B.A. (Finance) from Loyola University in Maryland. She has been recognized as AV Preeminent® by Martindale-Hubbell Peer Review Rating, the highest rating available after evaluation of a lawyer by other members of the bar and judiciary. She has been recognized by Super Lawyers, and is a Fellow of the Maryland Bar Foundation and the American Bar Foundation. She has been awarded the Accredited Estate Planner (AEP®) designation and serves as a Director of the Estate Planning Council of Naples. 

Meredith actively practices in both Maryland and Florida, with a particular focus on clients who are present in both jurisdictions or require counsel regarding residency and tax planning issues. She routinely represents business owners, corporate executives, physicians, and financial professionals, and has a particular expertise in the business and real estate aspects of estate planning. 

In the community, Meredith is a member of the Professional Advisors Council for the Collier Community Foundation, the Planned Giving Advisory Council for Catholic Charities of Baltimore, and is a volunteer for the Shadow Wood Charitable Foundation and Operation Healing Forces. 

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Capabilities

Estate Planning

Estate & Trust Administration

Tax Planning

Family Business Advice

Prenuptial and Postnuptial Agreements

Representative Matters

Draft trust and estate planning documents, including wills, revocable and irrevocable trusts, financial and medical powers of attorney, living wills, healthcare directives, life insurance trusts, generation skipping transfer trusts, and asset protection trusts. 

Advise clients on estate and gift tax matters, tax planning, and trust funding and administration.

Provide counsel relating to business entities, including entity formation, preparing ownership agreements, and assisting clients in implementing business succession plans.

Counsel clients on asset protection strategies, including prenuptial and postnuptial agreements.

Advise clients on charitable planning opportunities, including family foundations.

Admissions

Florida

Maryland

District of Columbia

Education

Georgetown University Law Center, LL.M. (Taxation), Dean’s List, with distinction

University of Maryland School of Law, J.D., with honors  

Loyola University Maryland, M.B.A., and B.B.A. (Finance), cum laude

Bryn Mawr School, Baltimore, Maryland

Awards & Honors

AV Rated, Martindale-Hubbell

Super Lawyers® Estate Planning & Probate (2024)

American Bar Foundation, Fellow

Maryland Bar Foundation, Fellow

Maryland State Bar Association, Leadership Academy, Fellow

American Bar Association, Business Law Section, Fellow

Organizations

Estate Planning Council of Naples, Director

The Florida Bar, Real Property, Probate & Trust Law Section, Member

Professional Organizations Baltimore Estate Planning Council

Collier County Bar Association

Community

Collier Community Foundation, Professional Advisors Council 

Catholic Charities of Baltimore, Planned Giving Advisory Council

Shadow Wood Charitable Foundation, Committee Member