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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 tax planning, asset protection planning, prenuptial and postnuptial agreements, business succession planning, and estate and trust administration.

She holds an LL.M. in Taxation from Georgetown University Law Center (Dean’s List, with distinction), a J.D. from the University of Maryland School of Law (with honors), and an M.B.A. and B.B.A. with a concentration in finance from Loyola University in Maryland.

Meredith 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, and by Super Lawyers. She serves as a Director of the Estate Planning Council of Naples and has been awarded the Accredited Estate Planner (AEP®) designation.

With active practices in Florida and Maryland, Meredith has a particular focus on clients who are present in multiple 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. 

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Capabilities

Estate Planning

Estate & Trust Administration

Tax Planning

Family Business Advice

Prenuptial and Postnuptial Agreements

Representative Matters

Prepare comprehensive estate plans for individuals with taxable and non-taxable estates, including drafting trusts (revocable and irrevocable, including generation skipping trusts, life insurance trusts, and asset protection trusts), wills, financial and medical powers of attorney.

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

Provide counsel relating to business entities, including 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., B.B.A. (Finance), cum laude

Bryn Mawr School

Awards & Honors

AV Rated, Martindale-Hubbell

Super Lawyers® Estate Planning & Probate (2024)

Accredited Estate Planner (AEP®)

American Bar Foundation, Fellow

Maryland Bar Foundation, 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

Collier County Bar Association, Member

Collier Community Foundation, Professional Advisors Council

Catholic Charities of Baltimore, Planned Giving Advisory Council