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 subsidiaries Nixon Peabody Financial Advisors LLC and Watch Point Trust Company.
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.
Boston Business Journal | September 10, 2015
This news brief notes that Boston partner Evelyn Moreno has been named the new leader of the firm’s Private Clients practice.
Daily Record | June 09, 2015
Rochester Immigration and Private Clients senior counsel Patti Morrison is named on a list of attorneys on the May Honor Roll for her pro bono service.
Wealth Structuring 20:20 | June 01, 2015
Boston Private Clients partner Jay Rosenbaum is quoted throughout this feature story discussing jurisdictional choices wealthy individuals and families are facing to protect their assets in volatile markets.
Rochester Business Journal | April 10, 2015
Rochester M&A and Corporate Transactions partner Jeff LaBarge and Rochester Private Clients associate Sarah Brownlow authored this column discussing the real estate strategy of locking in low interest rates to generate higher returns and reduce future estate tax burdens.
The Eagle-Tribune | March 25, 2015
This article highlights the sale of 14 service stations in Massachusetts and New Hampshire. Boston Private Clients partner Sarah Connolly and Boston M&A and Corporate Transactions partner Chris Keefe represented the Haffner family in the acquisition.
Massachusetts Lawyers Weekly | September 01, 2014
Boston Private Clients partner Sarah Connolly provides commentary on the fight over a retired Florida judge’s seven-figure estate.
Rochester Business Journal | May 09, 2014
This contributed article co-authored by Rochester Business Transactions partner Jeff LaBarge and Rochester Private Clients counsel Stephanie Seiffert focuses on including your digital assets (such as online accounts) when putting together your estate plan.
Private Clients Alert | 02.01.17
Private Clients Alert | 12.27.16
Private Clients Alert | 07.15.16