Shelly D. Merritt

Shelly D. Merritt


Berg Hill Greenleaf & Ruscitti, LLP

Recognized since 2008

Boulder, Colorado

Practice Areas

Trusts and Estates

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Shelly D. Merritt is a sole practitioner in Boulder, Colorado. Her practice emphasizes estate planning, probate, and small business law with a focus on complex wealth preservation plans, including multi generational planning and business succession planning. Ms. Merritt graduated from the University of Texas at Arlington with a Bachelor of Business Administration in Accounting Degree, with honors, in 1987. She received her law degree from the University of Texas School of Law in 1991 and is also a Certified Public Accountant. She served as Co-Chair of the Taxation, Estate Planning & Probate Section of the Boulder County Bar Association for 2001-2002 and as Chair of the Statutory Revisions Committee of the Trusts and Estates Section of the Colorado Bar Association for 2008-2009. She is also on the Board of Trustees of The Community Foundation Serving Boulder County. Ms. Merritt is a Fellow of the American College of Trust and Estate Counsel and is admitted to practice in Colorado and Texas.

Location
  • 1712 Pearl Street
    Boulder, CO 80302
Education
  • The University of Texas, graduated 1991
Affiliations
  • Community Foundation Serving Boulder County - Trustee; Chair Legal Committee
  • Boulder Bar Association - Member; past Co-Chair Trusts & Estates Section
  • Colorado Bar Association- Trusts & Estates Sectin - Member; past chair
  • ACTEC - Fellow

Recognized in The Best Lawyers in America® 2024 for work in:
  • Trusts and Estates
Special Focus:
  • Asset Protection
  • Corporate
  • Estate Planning
  • Gift Planning
  • Partnership and Limited Liability
  • Planning for Closely Held Businesses
  • Probate
  • Succession Planning
  • Trust Administration
Awards:
  • Super Lawyer 2009; 2010

Publications

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