Phone: (804) 783-7203
Fax: (804) 783-7291
 

Bruce Mertens leads the firm's Trusts and Estate Planning team. With over 30 years of estate planning and administration experience, Bruce has helped hundreds of families across Virginia protect and preserve their estates.

He advises clients of the gift, estate and income tax consequences of their dispositive arrangements and the methods available to efficiently transfer assets to beneficiaries and reduce potential estate or gift taxes, including:

  • Wills and Revocable Living Trusts
  • Irrevocable Trusts
  • Estate Planning with Life Insurance
  • Split Interest Trusts
  • Techniques for leveraging the Unified Credit Equivalency
  • Limited Partnerships and other Family Business Entities
  • Charitable Gift Planning and Trusts
  • Probate avoidance techniques

Bruce also employs his corporate and estate planning experience to advise business owners on succession planning issues and methods available to provide for the orderly transfer of control of family interests. Bruce has been listed in "Best Lawyers in America©" since 2010 and in the 2006-2014 editions of "Super Lawyers®". He has been recognized for his trust practice in Virginia Business magazine's Virginia "Legal Elite" every year since 2004. He has been rated AV by his fellow attorneys, the highest possible score in experience and ethics, in the Martindale Hubbell Peer Review ratings system.

Best Lawyers


News about Bruce L. Mertens:

 

■ Quick Facts

 
AV rated by Martindale Hubbell 

Education

B.A., University of Virginia, 1975, with high distinction
J.D., University of Virginia, 1978

Admissions

  • U. S. Tax Court
  • U.S. Fourth Circuit Court of Appeals
  • U.S. District Court for Eastern District of Virginia
  • Virginia Supreme Court

Professional Affiliations

  • Bar Association of the City of Richmond
  • Estate Planning Council of Richmond
  • Trust Administrator's Council of Richmond
  • Virginia Bar Association
  • Virginia State Bar

*CV, BV and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.

 

■ Quick Facts

 
AV rated by Martindale Hubbell 

Education

B.A., University of Virginia, 1975, with high distinction
J.D., University of Virginia, 1978

Admissions

  • U. S. Tax Court
  • U.S. Fourth Circuit Court of Appeals
  • U.S. District Court for Eastern District of Virginia
  • Virginia Supreme Court

Professional Affiliations

  • Bar Association of the City of Richmond
  • Estate Planning Council of Richmond
  • Trust Administrator's Council of Richmond
  • Virginia Bar Association
  • Virginia State Bar

*CV, BV and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies.