Brian is an associate in Nixon Peabody’s Private Clients group. Brian focuses his practice in the areas of estate planning, tax planning, estate and trust administration, and business succession planning.
I work with individuals and businesses to come up with estate and succession plans that pass on their wealth or businesses in accordance with their needs, taking into account tax considerations and family dynamics. I draft all necessary documents including, but not limited to, wills, health care proxies, living wills, revocable trusts, CRUTs, GRATs, and family limited liability company operating agreements. My tax background and prior experience working on corporate, securities, and ERISA matters give me a perspective different than that of a typical trusts and estates attorney. My ability to identify potential issues upfront is of great value to clients.
With ever-changing legislation, estate plans need to be robust and flexible. I am also curious to see how the upcoming elections may alter the status quo established by the Tax Cuts and Jobs Act with respect to federal estate and gift taxes. I am also constantly reviewing business succession planning techniques to make sure clients transition their businesses in the most practical and tax-efficient way. Business owners need to be more proactive than ever in developing a business succession plan at an early stage instead of waiting until it is too late to have a viable plan.
Trusts And Estates | 07.24.20
Trusts And Estates | 06.03.20
New York University School of Law, LL.M. in Taxation
Cardozo School of Law, J.D.
Emory University, B.B.A.
U.S. Tax Court