Private Clients, Estate, Trust & Financial Planning

We create and implement comprehensive and practical estate and tax planning strategies for our clients’ families and their assets.

Our approach

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.

We work with

  • Individuals and families
  • Corporate executives
  • Business owners
  • Banks and trust companies
  • Charitable organizations
  • Executors and trustees


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.

Federal Estate Tax Law Changes Are Possible in Biden Administration

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.

Should You Be in a Hurry to Make Gifts Before the End of the Year

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.

Industry Experts' Insight in Investment Planning as New Year Approaches

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.

It takes a team to make sure your estate is ready for all eventualities

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.

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