Ms. Merilyn M. Steele, J.D., C.P.A. has been practicing law for over 25 years and has gained extensive experience in the areas of estate planning, corporate, tax, real estate, and trust administration matters. Her first profession was in the accounting field, having obtained her C.P.A. license in 1984. She practiced public accounting at Kenneth Leventhal, a Big 8 firm with a specialty in real estate and is now merged with Ernst & Young, LLP, a Big 4 accounting firm.
After 10 years, Ms. Steele left the field of accounting to attend law school. She completed her law degree and obtained her license to practice law in 1996 and opened her own law firm in 2004. Estate planning can be an emotional and technical roller coaster ride, so many things to consider, so many choices to make. Merilyn Steele helped ease the pain of going through this process.
She was patient, understanding and insightful. She offered many options to us that we were unaware existed and could only be discovered through her expertise.
After 10 years, Ms. Steele left the field of accounting to attend law school. She completed her law degree and obtained her license to practice law in 1996 and opened her own law firm in 2004. Estate planning can be an emotional and technical roller coaster ride, so many things to consider, so many choices to make. Merilyn Steele helped ease the pain of going through this process.
She was patient, understanding and insightful. She offered many options to us that we were unaware existed and could only be discovered through her expertise.
Services
Ms. Merilyn M. Steele began practicing accounting in 1982 in the tax department with Kenneth Leventhal & Co. which specialized in real estate (a Big 8 firm) which has since merged with Ernst & Young, LLP (a Big 4 Accounting firm).
There she obtained her Certified Public Accountant professional license, which is maintained, but inactive.
After 10 years of practicing in the accounting field, Ms. Steele returned to law school in 1992.
While interning at a regional law firm in Newport Beach, California in their business and estate planning department, she received her law degree, license to practice law and transitioned to the practice of law in 1996.
There she obtained her Certified Public Accountant professional license, which is maintained, but inactive.
After 10 years of practicing in the accounting field, Ms. Steele returned to law school in 1992.
While interning at a regional law firm in Newport Beach, California in their business and estate planning department, she received her law degree, license to practice law and transitioned to the practice of law in 1996.
Trust and estate planning: estate / gift / income tax / property tax planning domestic and international (if applicable referred experts).
Charitable giving - Philanthropic strategic planning for efficient wealth transfer to future generations.
Trust administration - legal counsel to trustee(s) as to duties and responsibilities.
Create legal documentation and assist clients with transfer of wealth to beneficiaries (pre and post death planning).
Corporate structure - formation, review and analysis, legal protection, and corporate management planning.
Charitable giving - Philanthropic strategic planning for efficient wealth transfer to future generations.
Trust administration - legal counsel to trustee(s) as to duties and responsibilities.
Create legal documentation and assist clients with transfer of wealth to beneficiaries (pre and post death planning).
Corporate structure - formation, review and analysis, legal protection, and corporate management planning.
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