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We create and implement comprehensive and practical estate and tax planning strategies for our clients’ families and their assets.

Our approach

Success in estate planning, tax minimization and wealth management is achieved through active engagement with our clients.

Our approach is hands-on, practical and client-centered.

Our nationally recognized lawyers partner with individuals, families and business owners to craft their estate plans and achieve their wealth management goals. The team develops and implements practical planning solutions geared to protect our clients, minimize taxes and preserve businesses and wealth through multiple generations.

We administer trusts, estates and charitable entities, serving as trustees and executors to carry out our clients’ objectives over time.

Tracking industry trends, we monitor and anticipate changes in the tax, legal and market landscapes. We bring each client’s goals to fruition through our comprehensive legal, tax, financial planning and wealth management services.

Our attorneys deliver high-level advice both domestically and internationally, customizing and implementing strategies for each client and family. We also collaborate with our clients’ other advisors and with our own subsidiaries Nixon Peabody Financial Advisors LLC and Watch Point Trust Company.

We work with

  • Individuals and families
  • Corporate executives
  • Business owners
  • Banks and trust companies
  • Charitable organizations
  • Executors and trustees

Media Clips

  • Trump's tax overhaul could make history, but can it work?
    The Boston Globe | November 13, 2016
    This piece focuses on a prospect of a tax overhaul in a Trump administration. Boston private clients partner Sarah Connolly comments on how the political climate (now a Republican Senate, Republican House, and Executive Office) is well-positioned to repeal the estate tax given the Congressional majority is Republican.
  • Trump's changes to the tax codes may encourage dynastic wealth
    The New York Times | November 12, 2016
    This article discusses President-elect Trump’s tax code proposals and how he plans to repeal the estate tax. Boston private clients partner Sarah Connolly is quoted discussing how changes to the estate tax likely won’t impact Trump’s supporter base.
  • Career Tracker: Lawyers on the move
    Reuters Legal | May 17, 2016
    The arrival of Chicago private clients partner Michelle Canerday is highlighted.
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  • Involving Children in Estate Planning
    Rochester Business Journal 2016 Guide to Wealth Management | March 11, 2016
    Rochester private clients partner Stephanie Seiffert and associate Kenneth Hunt authored this piece on the importance of families having their children involved in the estate planning process.
  • Business owners try to plan as extenders package sits
    Rochester Business Journal | November 27, 2015
    Rochester Private Clients associate Sarah Brownlow is quoted in this article on tax extenders which appeared in the Rochester Business Journal’s Guide to Taxes and Financial Planning.
  • People on the Move
    Boston Business Journal | September 10, 2015
    This news brief notes that Boston partner Evelyn Moreno has been named the new leader of the firm’s Private Clients practice.
  • Pro Bono Spotlight
    Daily Record | June 9, 2015
    Rochester Immigration and Private Clients senior counsel Patti Morrison is named on a list of attorneys on the May Honor Roll for her pro bono service.
  • Wealth Seeks out Safe Harbours
    Wealth Structuring 20:20 | June 1, 2015
    Boston Private Clients partner Jay Rosenbaum is quoted throughout this feature story discussing jurisdictional choices wealthy individuals and families are facing to protect their assets in volatile markets.
  • Put Low Interest Rates to Work in Estate Planning Strategies
    Rochester Business Journal | April 10, 2015
    Rochester M&A and Corporate Transactions partner Jeff LaBarge and Rochester Private Clients associate Sarah Brownlow authored this column discussing the real estate strategy of locking in low interest rates to generate higher returns and reduce future estate tax burdens.
  • Haffner's Sale Confirmed by Parties
    The Eagle-Tribune | March 25, 2015

    This article highlights the sale of 14 service stations in Massachusetts and New Hampshire.  Boston Private Clients partner Sarah Connolly and Boston M&A and Corporate Transactions partner Chris Keefe represented the Haffner family in the acquisition.

  • Judge's daughter must pay estate $6.2M after trial in decade-long feud
    Massachusetts Lawyers Weekly | September 1, 2014
    Boston Private Clients partner Sarah Connolly provides commentary on the fight over a retired Florida judge’s seven-figure estate.
  • Is Your Estate Plan as Out-of-Date as the Eight-Track Tape?
    Rochester Business Journal | May 9, 2014
    This contributed article co-authored by Rochester Business Transactions partner Jeff LaBarge and Rochester Private Clients counsel Stephanie Seiffert focuses on including your digital assets (such as online accounts) when putting together your estate plan.
  • Digital Assets and Estate Planning
    WFXT-TV (FOX Boston) | February 14, 2014
    In this in-studio broadcast interview, Boston Private Clients partner Jen Collins discusses how to deal with digital assets and online accounts in estate planning.
  • People on the Move
    Boston Business Journal | February 4, 2014
    This coverage notes that Boston Private Clients attorney Jen Collins has been elected to the firm's partnership.


What's trending on NP Trusts & Estates
January 4, 2017

Numbers, numbers, numbers — 2016 and 2017
Private Clients Alert | December 27, 2016

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What's trending on NP Trusts & Estates
December 7, 2016

Tax reform just might happen…what can individuals do now?
Private Clients Alert | November 10, 2016

What's trending on NP Trusts & Estates
November 2, 2016

What's trending on NP Trusts & Estates
October 5, 2016

First comes love, then comes . . . a prenup
Private Clients Alert | July 15, 2016

What's trending on NP Trusts & Estates
July 6, 2016

What's trending on NP Trusts & Estates
June 1, 2016

Revocable Trusts: fund now or later?
Private Clients Alert | May 18, 2016

What's trending on NP Trusts & Estates
May 4, 2016

Your 1040 is filed, but are you done? Not if you have foreign financial assets!
Private Clients Alert | April 18, 2016

What's trending on NP Trusts & Estates
April 5, 2016

Domicile: What do you and Joan Rivers have in common?
Private Clients Alert | March 15, 2016

What's trending on NP Trusts & Estates
March 1, 2016

What’s trending on NP Trusts & Estates
February 2, 2016

What's trending on NP Trusts & Estates
January 5, 2016

Numbers, numbers, numbers—2015 and 2016
Private Clients Alert | December 11, 2015

FINRA warns of IRS telephone impersonation scams
Private Clients Privacy Alert | November 23, 2015

Estate planning documents every young adult should have
Private Clients Alert | November 20, 2015

What's the best plan for my personal real estate?
Private Clients Alert | November 6, 2015

Act now in case the "family discount" window closes
Private Clients Alert | July 29, 2015

UPDATE: U.S. persons obligated to report their interests in foreign businesses and real estate on Form BE-10 may now submit a request to extend the deadline to August 31, 2015
Private Equity and M&A Alert | June 25, 2015

U.S. persons are obligated to report their interests in foreign businesses and real estate: deadline for new filers extended to June 30, 2015
Private Equity and M&A Alert | June 16, 2015

Now is the Time to Consider Wealth Transfer Opportunities
Private Clients Alert | February 26, 2015

Numbers, numbers, numbers—2014 and 2015
Private Clients Alert | January 8, 2015

2014 Year-End Tax Planning
Private Clients Alert | November 4, 2014

New State tax credit for donations to Community Development Corporations
Private Clients Alert | September 10, 2014

Voluntary disclosure of unreported offshore accounts—the IRS offers a bigger carrot… and a bigger stick
Private Clients Alert | June 19, 2014

Should I Review My Estate Plan?
Private Clients Alert | June 18, 2014

Don't forget, the Report of Foreign Bank & Financial Accounts ("FBAR") is due by June 30!
Private Clients Alert | June 4, 2014

New York makes significant changes to its estate tax law
Private Clients Alert | April 7, 2014

Is your estate plan keeping up with your technology?
Private Clients Alert | February 11, 2014

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Private Clients, Estate, Trust & Financial Planning