MARK MERRIC

JD, CPA, CIA, CMA, MT

Business Background

Mr. Merric is the manager of the Merric Law Firm, LLC, a manager of the Alliance of International Legal Counselors, LLC, and a manager of China-U.S. Import Export Sourcing Company. He is active in the areas of domestic and offshore asset protection, domestic and international estate planning and international business transactions. Prior to practicing as an attorney, Mark Merric developed a strong business background practicing as a Certified Public Accountant for over twelve years. During this time, he worked for a Final Four Accounting Firm, two local accounting firms, and managed his own accounting firm.

Education and Teaching Experience

Mark Merric has the following degrees and teaching experience.

• University of Denver - College of Law - Law Degree 1995

• University of Denver - Graduate Tax Program - Masters of Taxation 1989

• University of Colorado - Magna Cum Laude - B.S. Accounting 1980

Currently, Mark Merric teaches as an adjunct professor in estate planning at the University of Denver's Law School Graduate Tax Program, which is typically ranked as one of the top four graduate tax programs in the nation. During the few years he has taught this program, the estate planning class has changed from one of the lowest ranking classes to one of the highest ranked programs in the Graduate Tax Program.

Licenses, Certifications and Languages

Mark Merric holds the following licenses, certifications or memberships

• Attorney

• Certified Public Accountant

• Masters of Taxation

• Certified Internal Auditor

• Certified Management Accountant

• Some Mandarin Chinese 

Public Speaking

Mr. Merric is a well known international speaker who speaks nationally over two dozen times a year. Typically, he scores a 4.7+ on speaking engagements with 5 being the highest score. He is past President of Stanford Place Toastmasters with both CTM and ATM designations. A list of some of the organizations that Mark Merric has spoken to is listed below:

Estate Planning Forums

• E. Planners, Wichita, KS - June 2005
• WealthCounsel, Las Vegas, NV - August 2004
• National Network of Estate Planners, Scottsdale, AZ - April 2005

National Speaking Groups

• American Associations of Attorneys and certified Public Accountants, Las Vegas, NV - Nov. 2003
• National Business Institute, 10 locations nationwide - Aug. - Dec. 2005
• Professional Educations Systems National Conference, Las Vegas, NV - May 2001 

 International Presentations

• Fudan University, Shanghai, China - June 2004
• International Business Companies, Grand Cayman, Grand Island - December 1999
• Offshore Institute, San Francisco, CA - November 1999 

Health Industry 

• Texas Medical Association, San Antonio, TX - January 2002
• Oklahoma Neurological Physicians, Oklahoma City, OK - November 2002

Financial Industry

• Society of Financial service Professionals, Tucson, AZ - January 2001
• International Association of Financial Planners, Salt Lake City, UT - Nov. 2000 

 Continuing Education

• Chicago Bar Association, Chicago, IL - July 2003
• Ohio Bar Association. Columbus & Cleveland, OH - July 2002, 2003, 2004

Publications

 In addition to being a national speaker, Mark Merric has published numerous articles regarding offshore asset protection trusts, international tax planning, and domestic estate planning as well as being a co-author on the following treatises:

• CCH's treatise on asset protection, The Asset Protection Planning Guide - a State-of-the-Art Guide to Integrated Estate Planning, published in 2000.

• American Bar Association treatise, Asset Protection Strategies, Volume I, published in 2002. Mr. Merric was the only person to author two chapters in this treatise.

• American Bar Association treatise, Asset Protection Strategies, Volume II, published in 2004. Mr. Merric authored over one-fifth of this treatise.

Some of the more significant articles he co-authored are as follows:

 • The Effect of the UTC on Spendthrift Provisions, Three Part Article, Estate Planning Magazine - 8, 9 & 10/04

 • The Offshore Intentionally Defective Grantor Trust - Journal of Taxation - 10/01

 • Offshore Limited Liability Companies - Journal of Asset Protection - 7/01

  • International US Estate and Gift Tax Planning - Practical US International Tax Strategies - 10/00

  • FLP vs LLC as a Component of an Offshore APT - Journal of Asset Protection - 7/00  • Review of Foreign Trust Reporting Requirements - Conspectus Current - 6/99

 • Check the Box Tax Regulations and International Transactions - Parts I & II - Shore To Shore - 6/98 & 9/98

• What Every Foreign Mutual Fund Manager Should Know Regarding U.S. Taxation - Parts I & II - Shore To Shore - 2/97 & 3/98