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Bruce Stockburger is a Partner in the firm with 38 years of experience providing business owners with sophisticated tax and business advice, including multi-generation wealth preservation techniques such as family limited partnerships, grantor trusts, generation-skipping trusts, charitable remainder and lead trusts, qualified personal residence trusts and business succession plans. He has served as counsel to many physician group practices, including the largest multi-specialty physician organization in Virginia for 15 years.

In addition, Bruce has represented numerous municipalities, not for profit organizations, and private developers in structuring state and federal tax credit financing transactions (historic rehabilitation, low-income housing, and New Markets tax credits) and handles tax-exempt financing of manufacturing facilities, tax-free and taxable mergers and acquisitions, and structuring sales of substantial assets.

  • Years with the firm
  • Professional degrees
  • Kids & grandkids
  • Hobie Cats
  • If you had the opportunity to pursue another career, what would it be?

    I’d be a builder. I like seeing old buildings repurposed with modern interiors.

  • When you leave work, what is it that you can’t wait to do away from the office?

    That’s a hard one for me. I worry about what I’ve just left.

  • What is one of the most interesting places you’ve lived?

    I spent a year at New York University earning my specialization in Taxation Law, and I lived in Greenwich Village. For a small-town boy (I grew up in Norfolk, Virginia), that was a real eye-opener.

  • What is an important lesson you’ve learned about life?

    Do it today!

Education

  • New York University, LL. M. in Taxation, 1977
  • University of Richmond, T.C. Williams School of Law, J.D. 1976
  • University of Virginia, B.A. 1973

Experience

  • Practiced tax and business law on behalf of families and business owners for 35 years
  • Served as counsel in numerous corporate mergers and acquisitions
  • Served as general counsel for the largest multi-specialty physician organization in Virginia for 15 years
  • Served as general counsel for numerous multi-specialty and single-specialty physician group practices
  • Represented numerous municipalities, not for profit organizations, and private developers in structuring state and federal tax credit financings/transactions (historic rehabilitation, low-income housing, and New Markets credits)
  • Has assisted numerous families in developing multi-generation wealth transfer and management plans, designed to minimize negative tax implications and maximize long term preservation in conjunction with their estate plan

Affiliations

  • Past Chairman, Tax Sections, Virginia State Bar and The Virginia Bar Association (1986-88)
  • Past Chairman, Health Law Section, Virginia State Bar
  • Fellow, Virginia Law Foundation
  • Fellow, American Bar Foundation
  • Fellow, American College of Trust and Estate Counsel
  • Director, Virginia Tax Foundation
  • Member, Taxation, Trusts and Estates and Business Sections, Virginia State Bar

Awards

  • Named to Virginia Super Lawyers in the area of Business/Corporate law (2007-2016) and Super Lawyers Business Edition US in the area of Business/Corporate Law (2012-2014)
  • Named one of The Best Lawyers in America® in Leveraged Buyouts and Private Equity Law (2008-2016), Tax Law (1993-2016), and Trusts and Estates (1995-2016); named Best Lawyers 2014 Lawyer of the Year – Roanoke for Tax Law, also listed in Best Lawyers in America – Business Edition (2016)
  • Named a Top Rated Lawyer for Taxation, Business & Commercial, Health Care Law by American Lawyer Media (2013)
  • Designated one of the Virginia Legal Elite in the fields of Business (2004-2005); Health Law (2003, 2006-2012) and Taxes/Estates/Trusts (2000-2003) by Virginia Business magazine
  • Named a “Legal Eagle” for Leveraged Buyouts & Private Equity Law, Tax Law, and Trusts & Estates by Virginia Living magazine (2012)
  • Voted a Top Attorney in Wills/Estates/Trusts in The Roanoker magazine “Best Of” (2012)
  • Rated AV/Preeminent