Meredith A. Wearsch

Education

Ms. Meredith A. Wearsch is a distinguished legal professional with a strong academic foundation in law and taxation. She earned her Bachelor of Arts in Politics from New York University’s College of Arts & Sciences in 2009, where she also pursued double minors in Psychology and Middle Eastern & Islamic Studies. She then attended the Syracuse University College of Law, graduating cum laude, while also obtaining a Certificate in Estate Planning, underscoring her commitment to mastering the intricacies of wealth preservation and legal strategy.

Further advancing her expertise, Ms. Wearsch earned a Master of Laws (LL.M.) in Taxation from the prestigious NYU School of Law in 2014. Her extensive legal education has provided her with a comprehensive understanding of tax law, estate planning, and asset protection strategies. She is licensed to practice law in both Florida and California, allowing her to serve clients across diverse jurisdictions.

Professional Background

Ms. Wearsch has built a career distinguished by her specialization in estate planning, tax law, and trust administration. During her tenure in Los Angeles, she focused on developing sophisticated estate planning strategies for ultra-high-net-worth individuals and their families, ensuring seamless wealth preservation and intergenerational asset transfers. Additionally, she provided strategic tax planning counsel to individuals and businesses, with a particular emphasis on facilitating non-taxable real estate exchanges, helping clients optimize their financial positions through tax-efficient transactions.

Most recently, Ms. Wearsch served as a Trust Officer at Ohio’s largest independent trust company, where she expertly managed complex trusts and estates. Her role required a deep understanding of both legal and tax considerations, as she oversaw a diverse portfolio, including:

  • Private foundations
  • Individual Retirement Accounts (IRAs)
  • Special Needs and Wrongful Death Trusts
  • Institutional and endowment funds
  • A variety of irrevocable trusts designed for asset protection and charitable giving

Her ability to navigate the intricate intersection of law, taxation, and wealth management has positioned her as a trusted advisor to individuals, families, and institutions seeking sophisticated estate and tax solutions.

Personal Background

Originally from Northeast Ohio, Ms. Wearsch has lived in both Manhattan and Los Angeles, experiencing the dynamic cultures and lifestyles of both coasts. While she has embraced the vibrancy of urban living, her appreciation for a close-knit community led her to seek a setting that offers the perfect balance between city convenience and small-town charm. She found that ideal environment in Palm Coast and Flagler County, where she has established her home with her boyfriend and their beloved Aussiedoodle puppy.

Ms. Wearsch’s professional journey reflects her dedication to excellence, integrity, and client-centered legal advocacy. Her extensive background in estate planning, trust administration, and tax law allows her to provide tailored, strategic guidance to those navigating complex financial landscapes.

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