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, Watch Point Trust Company.
CNBC | February 20, 2018
Chicago private clients group partner Michelle Canerday is quoted in this article discussing how families can take advantage of the temporary increase in the estate-tax exemption.
ThinkAdvisor | January 10, 2018
ThinkAdvisor published a write-up on estate tax changes based on the client alert written by Boston private clients counsel Sarah Richards, associate Sarah Roscioli, and paralegal Mary-Benham Nygren.
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.
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.
Reuters Legal | May 17, 2016
The arrival of Chicago private clients partner Michelle Canerday is highlighted.
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.
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.
