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Introduction
Brian is an associate in Nixon Peabody’s Private Wealth & Advisory group. Brian focuses his practice in the areas of estate planning, tax planning, estate and trust administration, and business succession planning.
My focus
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.
Looking ahead
With ever-changing legislation, estate plans need to be robust and flexible. Based on the proposals by the Biden Administration, I am curious to see how the estate and gift tax regime may change in the near future. 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.
Admitted to practice
New York
U.S. Tax Court
Education
Emory University, B.B.A.
New York University School of Law, LL.M. in Taxation
Cardozo School of Law, J.D.
Professional activities
- New York State Bar Association, Member
- Monroe County Bar Association, Member
In the News
- Rochester Business Journal
Estate, tax planning reminders and actions for holiday season
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.Nov 18, 2021 - Rochester Business Journal
Looking into the crystal ball: Estate planning during uncertain times
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.Aug 13, 2021
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View AllEvelyn V. Moreno
Partner
Practice Group Leader, Private Clients- Boston
- Office:617.345.6157
- emoreno@nixonpeabody.com
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