Our clients need innovative and practical approaches to minimize their tax exposures and achieve their wealth transfer and protection goals.
We use detailed and multi-faceted strategies to create practical and tax efficient solutions that will accomplish our clients’ estate planning goals of protecting wealth for their families and the causes most important to them.
The vehicles we use to protect what matters most to our clients include:
We also help clients ensure that their wishes are carried out with respect to health care and financial decisions.
Being part of a full-service law firm with the complete range of capabilities, we also can help our clients with tax preparation, asset management services, business succession analysis, corporate transactions and retirement benefits planning.
We actively partner with attorneys, tax and financial professionals in the U.S. and abroad to create a customized team to best serve each client’s objectives.
Together, we can formulate an estate or gift plan to protect you and your family, your business and assets.
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.
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.
NP Trusts & Estates Blog | 04.04.18
NP Trusts & Estates Blog | 03.07.18
NP Trusts & Estates Blog | 01.03.18
NP Trusts & Estates Blog | 12.06.17
Private Clients Alert | 11.03.17
Trusts & Estates Blog | 06.07.17
Private Clients Alert | 12.27.16
Practice Group Leader, Private Clients
Phone: +1 617-345-1269