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Donald R. Mering

Senior Counsel

Donald Mering assists clients with transactions designed to provide innovative solutions to tax and non-tax problems associated with the transmission of wealth.

Professional Biography

Overview

Mr. Mering assists clients in the structure of sophisticated transactions designed to provide innovative solutions to the tax and non-tax problems associated with the transmission of wealth.

In many cases, he designs these structures as part of the client's overall business plan in order to address their unique business and personal planning concerns. Effective uses are made of deferred compensation, stock purchase agreements, family partnerships, present and deferred gifts to charities and life insurance.

A significant portion of Mr. Mering's practice is devoted to all phases of charitable planning for individual donors, as well as charities. Planning transactions span the spectrum from basic planning considerations to sophisticated charitable transactions, including the use of private foundations and deferred giving techniques.

Mr. Mering also provides litigation support in contested estate matters, will and trust construction, and tax controversies relating to estate tax and gift tax matters.

He is the recipient of numerous awards for providing estates and trusts counsel, including listings in The Best Lawyers in America® and Maryland Super Lawyers.

Professional Honors & Activities

Professional Memberships

  • Member – American Bar Association
  • Member – Baltimore Estate Planning Council
    • Past President
    • Past Director
  • Member – Maryland State Bar Association
    • Estate and Trust Law Section
      • Executive Committee (1988 – 2000)
      • Chair (2000)

Honoraries

  • List in The Best Lawyers in America® in Trusts and Estates (1993 – 2021)
  • Listed as a Top Rated Estate Planning & Probate Attorney by Super Lawyers (2007 – 2020)

Community Service

  • Member, Advisory Board – Review of Maryland Law
  • St. Paul School for Girls
    • Past Member – Development Committee
  • University of Baltimore School of Law
    • Adjunct Professor, Graduate Tax Program (1990 – 1993)
  • Walters Art Gallery
    • Past Member – Development Committee

Education

  • Georgetown University, LL.M. in Taxation, 1980
  • University of Maryland School of Law, J.D., 1973, with honors
  • Wheaton College, A.B., 1968

Admissions

  • Maryland
  • Court of Appeals of Maryland

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