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PRIVATE CLIENTS, ESTATE, TRUST & FINANCIAL PLANNING

Achieving personal financial goals in today’s turbulent markets is a challenge that Nixon Peabody’s Private Clients Group has recognized and simplified. We offer high net worth individuals and their advisors an integrated spectrum of services to meet all their needs for legal, financial, tax, and investment counsel in a single place.

We work in collaboration with our subsidiary, Nixon Peabody Financial Advisors LLC, to ensure that clients’ assets are maximized and protected and financial goals achieved. Services include:

  • Financial planning
  • Investment advice and management
  • Estate and gift planning (wills, trusts, powers of attorney, health care powers)
  • Trust and fiduciary services
  • Comprehensive income tax services
  • Executive benefit planning
  • Retirement and education planning

We also advise for-profit and charitable organizations, as well as banks, trust companies, accounting and financial planning firms, and other institutions.

The group includes more than 30 attorneys, as well as financial planners, financial analysts, and certified public accountants. In all areas, our service is exemplary, and our advice is independent, objective, and exclusively motivated by clients’ needs. We welcome partnerships with existing advisors and often work in concert with established planning teams.

Through collaboration with other Nixon Peabody practices, we also offer a full range of related services to our clients, including:

  • Guidance and representation on buying and selling commercial real estate
  • Recommendations on pensions, employee benefits, disability and life insurance
  • Advice on small corporations, partnerships, and venture capital investments

Nixon Peabody’s Estate Planning & Administration practice was recognized in the inaugural “Best Law Firms” rankings by U.S. News & World Report/Best Lawyers (2010), earning metropolitan honors in Boston, Buffalo, and Rochester.

Thought Leadership/Alerts

Numbers, numbers, numbers – 2012 and 2013 (Revised)
Private Clients Alert | January 16, 2013

The American Taxpayer Relief Act of 2012
Private Clients Alert | January 15, 2013

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Numbers, numbers, numbers: 2012 & 2013
Private Clients Alert | December 10, 2012

2013 Tax changes: Medicare tax
Private Clients Alert | September 28, 2012

Estate and gift planning opportunities: Don't wait too long
Private Clients Alert | September 25, 2012

Estate, gift, and GST tax opportunities: Going, going, gone?
Private Clients Alert | May 16, 2012

New reporting requirements (Form 8938) for foreign financial assets
Private Clients Alert | January 19, 2012

Numbers, Numbers, Numbers: 2011 & 2012
Private Clients Alert | December 22, 2011

Immigration compliance: What Every Employer Needs to Know; Audits, Audits, Everywhere
Immigration Law Alert | June 29, 2011

U.S. Supreme Court upholds Arizona E-Verify law
Immigration Law Alert | May 31, 2011

I-9 Central: A new user-friendly, online resource for employers and employees
Immigration Law Alert | May 18, 2011

Report of Foreign Bank and Financial Accounts (FBAR) rules and the New (2011) Voluntary Offshore Account Disclosure Initiative
Private Clients Alert | March 25, 2011

Estate, Gift, and GST Planning Opportunities in 2011 and 2012
Private Clients Alert | March 24, 2011

2010 Tax Act Summary
Private Clients Alert | January 13, 2011

Estate, Gift and GST Changes in the 2010 Act
Private Clients Alert | December 23, 2010

Numbers, Numbers, Numbers: 2010 and 2011
Private Clients Alert | December 20, 2010

Roth IRA Conversions
Private Clients Alert | December 2, 2010

It’s the Department of State calling
Immigration Law Alert | September 17, 2010

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Press

Nixon Peabody Expands Leading Private Clients Practice Group
July 11, 2012

Nixon Peabody Grows Leading Private Clients Practice with Arrival of Edwards Wildman Group
November 15, 2011

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Media Clips

  • Larry Cohen Passes Philanthropic ‘Torch' to his Children
    The Jewish Advocate | May 10, 2013

    This article profiles Boston Private Clients partner Larry Cohen for his longstanding dedication to the Jewish National Fund (JNF) and how he passed this tradition of giving back to his children.

  • Decade Later, Same-sex Legal Issues Linger
    Massachusetts Lawyers Weekly | May 9, 2013

    Boston Private Clients partner Jay Rosenbaum and associate Jen Collins discuss the family, employment, and estate law implications of the Massachusetts Supreme Judicial Court’s landmark legalization of same-sex marriage in Goodridge, et al. v. Department of Public Health, et al.

  • Fleeing Abroad May Not Cut Your Taxes
    Barron's | March 4, 2013

    Boston private clients partner Jay Rosenbaum discusses rising international anxiety about the increasing tax burden.

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  • Fiscal Cliff Fears Keep Trusts and Estates Lawyers Busy
    Wall Street Journal | December 14, 2012

    CEO and Managing Partner Andrew Glincher discusses the increase in demand for legal services from Trusts & Estates attorneys as the fiscal cliff looms.

  • Be Smart at Year End; It's a challenging planning environment
    Rochester Business Journal | November 30, 2012

    Partner and Private Clients deputy practice group leader Tom Farace discusses year-end tax planning in this featured column.

  • Long-Awaited MUTC Clarifies Rules on Trusts
    Massachusetts Lawyers Weekly | November 26, 2012

    Boston Private Clients counsel Amiel Weinstock discusses the Massachusetts Uniform Trust Code in this feature article.

  • Human Capital: People on the move
    Boston Business Journal | October 25, 2012

    This coverage notes that Boston Private Clients partner Larry Cohen has been named a “Campaign All-Star” by the Jewish National Fund (JNF) for his long-standing dedication to JNF and Israel and his overall lasting impact to the larger community.

  • Seiffert Joins Nixon Peabody LLP as Counsel
    Brighton-Pittsford Post | July 11, 2012

    This coverage highlights the arrival of Rochester Private Clients counsel Stephanie Seiffert.

  • 2012 Up & Coming Attorneys
    Daily Record | May 23, 2012

    Rochester Private Clients associate Adam Brunner and Rochester Commercial Litigation associate Terence Robinson are among the local attorneys recognized as part of the 2012 class of “Up & Coming Attorneys.”

  • Time to Review: Consider these strategies to save on taxes
    Rochester Business Journal | December 2, 2011

    This contributed article, authored by Rochester partner and deputy Private Clients practice group leader Tom Farace, discusses beneficial tax strategies for individuals to consider.

  • Q4: John Witmeyer, Senior Counsel, Nixon Peabody LLP
    Rochester Business Journal | December 2, 2011

    This featured Q&A is conducted with Rochester Private Clients senior counsel John Witmeyer, who recently celebrated his 40th anniversary with the firm.

  • Cohen, Rosenbaum Join Nixon Peabody
    Boston Globe | November 15, 2011

    This coverage highlights the arrival of Boston Private Clients partners Larry Cohen, Jay Rosenbaum, and their team.

  • Plans to Pass on Wealth Require Flexibility for Lasting Impact
    Rochester Business Journal | September 30, 2011

    This feature story discusses wealth planning for successive generations. Rochester Private Clients associate Adam Brunner provides commentary.

  • Plans to Pass on Wealth Require Flexibility for Last Impact
    Rochester Business Journal | September 30, 2011

    This feature story discusses wealth planning for successive generations. Rochester Private Clients associate Adam Brunner provides commentary.

  • Outside Counsel: The Much Exaggerated Demise of Estate Planning
    New York Law Journal | April 7, 2011
    This contributed article, authored by Rochester private clients counsel Anthony Selvaggio, discusses the significance of the Tax Relief Act of 2010 (TRA 2010) for estate planning.
  • Act Quickly: Use low interest rates to your advantage
    Rochester Business Journal | November 26, 2010
    This “viewpoint” column, authored by Rochester partner and deputy Private Clients practice group leader Tom Farace, discusses low interest rates and how they can be used to an individual’s advantage.
  • Who, What, Where
    Boston Globe | October 21, 2010
    In this column noting Boston-area executive moves and promotions, the arrival of Boston private clients counsel Amiel Weinstock is highlighted.
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Events

Private Clients, Estate, Trust & Financial Planning