Bruce Mertens Email & Phone Number

I chair Sands Anderson's Estate & Tax Planning practice group and I have over 30 years of estate planning and administration experience, It has been my priviledge to have helped hundreds of families across Virginia protect and preserve their estates. On a daily basis, I advise 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. I also employ my 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. I am listed in Best Lawyers in America, the Virginia Business magazine's Virginia Legal Elite and in the Virginia Super Lawyers.Specialties: 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

Listed skills include Estate Planning, Trusts, Wills, Estate Law, and 21 others.

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  Attorney

  Sands Anderson Pc

  May 1978 - Present