Private Clients, Estate, Trust & Financial Planning
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.
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
- Putting an Estate Value on the Assets Unique to You
The New York Times | September 28, 2013
Boston Private Clients partner Sarah Connolly comments on how patents (which have the potential to be more valuable after a researcher’s death) can play a role in estate planning.
- Supreme Court's DOMA Ruling Already Keeping Local Law Firms Busy
Boston Business Journal | June 28, 2013
Boston Employee Benefits partner Tom McCord and Boston Private Clients associate Jen Collins discuss the business impact the U.S. Supreme Court’s Defense of Marriage Act (DOMA) ruling.
- BigLaw Attys Praise High Court's Gay Marriage Rulings
Law360 | June 26, 2013
Boston Private Clients associate Jen Collins provides commentary on the U.S. Supreme Court’s rulings regarding California’s Proposition 8 and the federal Defense of Marriage Act (DOMA).