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Faced with helping her own aging parents with their elder legal needs, Merrell realized that there was a need for a legal counsel who truly helps clients feel relieved and non-threatened when navigating the estate planning process. To help fill that need, she attended Barry University School of Law and received a Juris Doctorate degree, graduating valedictorian of her law school class.
As a graduate of Winter Park High School and University of Central Florida (UCF), Merrell Bailey, Managing Partner at Your Caring Law Firm, is committed to making estate planning as safe and comfortable as possible. Practicing as an Attorney in Florida since 2001, Merrell limits her practice to planning, with a focus on end-of-life issues, the unique needs of the elderly, unmarried couples, and individuals who hope to protect their family wealth from creditors and predators. Her overall practice areas include estate planning; charitable planning; asset protection planning; family limited partnerships; non-profit organizations; and gift, estate, and generation-skipping tax planning.
Merrell also is a Certified Public Accountant* (licensed in Alabama; inactive status) and previously worked as a CPA and Chief Financial Officer for a number of businesses, concentrating in start-up high technology corporations and turn-around situations. With her dual licenses as both an attorney and a CPA, Merrell brings a strong business background to the firm, and a passion for ensuring that the rights of the elderly are protected.
While in law school, Merrell earned numerous awards, including grading on to participate in Law Review and Moot Court. She holds five business degrees from the University of Central Florida, including a B.S.B.A. in Finance and a B.S.B.A. in Accounting (1985), an M.B.A. (1989), an M.S. in Taxation (2001), and an M.S. in Accounting (2007). Merrell was honored to be inducted in theUCF College of Business Hall of Fame in 2012.
Merrell is a member of the American Institute of Certified Public Accountants; the Alabama Society of Certified Public Accountants; The Florida Bar Association; the American Bar Association; the Orange County Bar Association; Real Property, Probate and Trust Law Section of The Florida Bar Association; Tax Section of The Florida Bar Association; Law Practice Management Section of the American Bar Association; Real Property, Probate and Trust Law Section of the American Bar Association; and Taxation Section of the American Bar Association. She has served as Vice President for Florida chapter of the American Association of Attorney -- Certified Public Accountants.
In addition, Merrell is an Adjunct Instructor for the University of Central Florida's College of Business Administration's Dixon School of Accounting, where she has taught Gift and Estate Taxation to rising CPAs in the Masters in Taxation program. She volunteers as a member of the Board of Trustees of the National Endowment for Financial Education.
When not counseling clients or teaching courses, Merrell loves to read, as well as volunteer with Great Dane Rescue. A member of the crew team when she was a student at Winter Park High School and UCF, she now rows at the Orlando Rowing Club. Merrell serves as an ambassador for UCF as a member of the UCF Town and Gown Council. Merrell, her husband, and their terrible, horrible, very bad puppy, Jane the Great Dane, live in Central Florida and enjoy time with their enormous extended family, most of whom live nearby.
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Chat withState: Florida
Acquired: 2002
No misconduct found
2323 Lee Road, Winter Park, FL, 32789
Showing 1 - 3 of 3 client reviews from Avvo
Posted by Dale | May 21, 2018 | Hired Attorney
Merrell Bailey prepared our estate planning documents. She was fast, efficient, and genuinely caring. Most impressive. We recommended her to friends. They too are most impressed with her professionalism. Fees are reasonable.
Posted by Jackie | February 22, 2018 | Hired Attorney
I hired Merrell Bailey to help our family with my mother’s estate documents and planning. We were amazed at how much she knew about not only estate planning but also all the tax and probate issues related to our case. As anyone who deals with the elderly knows, these issues about assets and estates c...
Posted by Sean | November 2, 2013
Merrell is easy to speak with about the tough decisions surrounding estate planning, wills, trusts, etc. She speaks and acts with heart and understands why we are asking for legal advice. Personality and relationships are key to our family, Merrell provides us with this and so much more. Her out o...
"Merrell Bailey and her partner Hallie Zobel are the only two estate planning and probate attorneys I refer to. Merrell is simply the best, most creative estate planning attorney in Central Florida. I refer all of my small business clients to her firm."
"I endorse this lawyer. I have an opportunity to see Merrell several times each year at different continuing education events, and I always enjoy brainstorming with her on various case-related issues, as well as marketing and practice development ideas. She is a very knowledgable attorney and a great person!"
"Merrell is a topnotch Florida estate and trust planner who is comfortable with the fine points of estate and gift tax law. She's at the top of my list when my clients need Florida counsel."
"I endorse this lawyer. Merrell Bailey brings extraordinarily deep and broad knowledge, expertise, experience, and sophistication to the practice of estate planning. She is a respected resource for her professional colleagues and an invaluable counselor and advocate for her individual and business clients."
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2026
2026 Best Lawyers Trusts and Estates, Best Lawyers
2025
AV Preeminent 2015-2025, Martindale-Hubbell®
2025
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2022
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2022
Best Lawyers in the Orlando metro area for Trusts and Estates, Best Lawyers
2021
Trusts & Estate Planning Super Lawyer, Super Lawyers
2021
Florida Legal Elite, Florida Trend Magazine
2021
Trusts and Estate Planning, Best Lawyers
2020
Best Lawyers for Trusts & Estates, Best Lawyers in America
2020
Estate Planning and Probate, Florida Super Laywers, Super Lawyers
2019
2019 Best Lawyers in Trusts and Estates Central Florida, Best Lawyers
2018
2018 Selectee, Super Lawyers
2018
Trust & Estates, Best Lawyers
2017
Florida Legal Elite, Florida Trend Magazine
2017
2017 Selectee, Super Lawyers
2016
Most Trusted Probate Law Firm - Orlando, Florida Trend Magazine
2016
Florida Legal Elite, Florida Trend Magazine
2014
Five Star Estate Planning Award, Orlando Magazine
2013
Top 50 Businesses and Community Leaders, UCF College of Business Administration
2013
Five Star Wealth Manager, Orlando Magazine
2012
Creating Lasting Legacies, WealthCounsel
2012
Hall of Fame, UCF College of Business Administration
2011
Five Star Wealth Manager, Orlando Magazine
2001
Valedictorian of Graduating Class, Barry University Dwayne O. Andreas School of Law
2001
Faculty Professionalism Award, Barry University Dwayne O. Andreas School of Law
2009 - Present
Managing Partner, Your Caring Law Firm
2005 - 2009
Managing Attorney, Estate Planning and Legacy Law Center, PLC
2007 - Present
American Association of Attorney-Certified Public AccountantsMember (Previously Vice President -- Central Florida)
2002 - Present
The Florida Bar AssociationMember
2002 - Present
American Bar AssociationMember
2002 - Present
Orange County Bar AssociationMember
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Adjunct Professor
Member - Board of Trustees
Member
2007
M.S. Accounting
2001
Juris Doctor
2001
M.S. Taxation
1989
MBA
1985
BSBA Accounting
1985
BSBA Finance
2021
2020
2018
2015
Are You Smarter Than An Estate Planning Attorney?
2015
Estate Planning & The Wizard of Oz
2015
Estate Planning for Young Adults
2015
Same-Sex Planning
2015
Cookies & Counsel™ On The Road
2015
Estate Planning
2015
Estate Planning
2015
Estate Planning for Young Adults
2015
2015
Same-Sex Planning
2015
2015
Legal Panel
2015
Stuck in the Middle With You
2015
2015
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2014
Stuck in the Middle With You
2014
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Estate Planning
2014
Estate Planning
2014
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Career Panel - Legal
2014
2014
2014
Estate Planning Lessons from Downton Abbey
2014
2014
Estate Planning
2014
Stuck in the Middle With You
2013
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2013
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2013
Estate Planning
2013
2013
2013
2013
2012
Planning for Children & Beneficiaries
2012
2009
OJ Lived Here for a Reason -- Florida Asset Protection
2009
Professional Advisor Education--a National Initiative?
2008
Estate Planning
2008
Estate Planning Opportunities for CPAs
2019
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English
Legal Guides
Choosing a Professional Guardian in Florida
04 Mar 2019
The Three Acting Parts of a Trust
20 Aug 2018
Understanding Will-Based vs. Trust-Based Estate Planning; If an Estate Plan Were a Car
20 Aug 2018