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 subsidiary, Nixon Peabody Trust Company.
Rochester Business Journal | December 17, 2021
This story, as part of the publication’s special report on trusts & estates, quotes Rochester Private Clients partner Stephanie Seiffert on several key considerations for clients when entering into an irrevocable trust, most notably, understanding the balance between having control over the trust and its tax benefits.
Rochester Business Journal | November 18, 2021
Rochester Private Clients partner Stephanie Seiffert and associate Brian Roth contributed this article on end-of-year key considerations when reviewing one’s estate planning documents, gifting techniques, tax withholdings, and tax elections, especially in light of the proposed income tax changes to fund President Biden’s agenda.
The Daily Record | August 27, 2021
Rochester Private Clients partner Stephanie Seiffert has been named to the publication’s “Power 20 Trusts & Estates 2021” list. The accolade also includes a short Q&A article on Stephanie’s legal practice and her outlook on the industry, challenges faced during the pandemic, and her community impact and involvement.
Rochester Business Journal | August 13, 2021
Rochester Private Clients partner Stephanie Seiffert and associate Brian Roth contributed this column outlining the Biden administration’s proposed changes to the current income, estate and gift tax regime, their impacts on tax payers, and steps individuals can proactively take in their estate planning to better position themselves midway through the year.
Bloomberg Law | May 13, 2021
The following article features Boston Corporate partner Christopher Keefe’s selection to lead the Business & Finance Department, which comprises over 200 attorneys across the firm’s Corporate, Health Care, Global Finance, and Private Clients practices.
Mergers & Acquisitions | May 12, 2021
The following article features Boston Corporate partner Christopher Keefe’s selection to lead the Business & Finance Department, which comprises over 200 attorneys across the firm’s Corporate, Health Care, Global Finance, and Private Clients practices.
Massachusetts Lawyers Weekly | February 11, 2021
This roundup of recent executive announcements includes Steve Zubiago’s appointment as Managing Partner and CEO of the firm, as well as the partner promotions of Boston’s Stephanie Bruno, of the Private Clients group, and Josh Sharp, of the Government Investigations & White Collar Defense group.
Rochester Business Journal | December 18, 2020
Rochester Private Clients partner Stephanie Seiffert was quoted in this article for her outlook on estate taxes amid the pandemic and end-of-year best practices for estate planning.
Rochester Business Journal | December 18, 2020
Rochester Private Clients partner Stephanie Seiffert contributed this article for her outlook on estate and gift tax strategies amid the incoming Biden administration, from a state and federal perspective.
Rochester Business Journal | November 06, 2020
In this article on the possible changes the new year may bring to the federal tax system, Rochester Private Clients partner Stephanie Seiffert was quoted for her outlook on the importance of being flexible in one’s investment portfolio and taking advantage of the current tax policies.
Rochester Business Journal | December 27, 2019
This article features Rochester Private Clients partner Stephanie Seiffert discussing the value of having a trusted advisor who can help navigate the complexities of a trust and estates plan.
