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 subsidiaries Nixon Peabody Financial Advisors LLC and Watch Point Trust Company.

We work with

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

Trump’s tax overhaul could make history, but can it work?

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.

Trumps changes to the tax codes may encourage dynastic wealth

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.

Career Tracker: Lawyers on the move

Reuters Legal | May 17, 2016

The arrival of Chicago private clients partner Michelle Canerday is highlighted.

Involving Children in Estate Planning

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.

Business owners try to plan as extenders package sits

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.

People on the Move

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.

Wealth Seeks out Safe Harbours

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.

Put Low Interest Rates to Work in Estate Planning Strategies

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.

Haffner's Sale Confirmed by Parties

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.

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