Private Clients, Estate, Trust & Financial Planning
PRIVATE CLIENTS, ESTATE, TRUST & FINANCIAL PLANNING
We create and implement comprehensive and practical estate and tax planning strategies for our clients’ families and their assets.
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
- 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- Is Your Estate Plan as Out-of-Date as the Eight-Track Tape?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.