Of Counsel, Trusts & Estates
Focuses on estate and gift tax strategy and business succession planning for closely held companies.
Thomas Bierce focuses his practice on estate and gift tax strategy, business succession planning, and trust administration, working closely with the firm’s corporate group on ownership transitions for family-owned companies. He joined Merrick & Vane as of counsel after two decades in a boutique trusts and estates practice.
He holds an LL.M. in Taxation and is a frequent contributor to regional estate planning continuing-education programs.
Track Record
Resolved a multi-year shareholder dispute among the principals of a family-owned distribution company through mediated buyout, avoiding a trial that risked the company's operations.
Designed a multi-generational estate plan and family limited partnership structure for the founding family of a closely held manufacturing business.