Bruce L. Mertens

Bruce Mertens is a Shareholder at Sands Anderson and leads our Trusts and Estate Planning team. With over 40 years of estate planning and administration experience, Bruce has helped hundreds of families across Virginia protect and preserve their estates. In every step, Bruce offers intelligence and efficiency to help client’s determine and then achieve their goals for their loved ones.

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

• Charitable Gift Planning and Trusts
• Estate and Tax Planning for Large Estates
• Irrevocable Trusts
• Limited Partnerships and other Family Business Entities
• Probate avoidance techniques
• Split Interest Trusts
• Wills and Revocable Living Trusts