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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

Media Clips

  • Judge's daughter must pay estate $6.2M after trial in decade-long feud
    Massachusetts Lawyers Weekly | September 1, 2014
    Boston Private Clients partner Sarah Connolly provides commentary on the fight over a retired Florida judge’s seven-figure estate.
  • Is Your Estate Plan as Out-of-Date as the Eight-Track Tape?
    Rochester Business Journal | May 9, 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.
  • Digital Assets and Estate Planning
    WFXT-TV (FOX Boston) | February 14, 2014
    In this in-studio broadcast interview, Boston Private Clients partner Jen Collins discusses how to deal with digital assets and online accounts in estate planning.
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  • People on the Move
    Boston Business Journal | February 4, 2014
    This coverage notes that Boston Private Clients attorney Jen Collins has been elected to the firm's partnership.
  • 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).

  • Nextpert: Passing on the family business
    Democrat and Chronicle | June 12, 2013

    Rochester Private Clients associate Meghan Schubmehl authored this column discussing family business succession planning.

  • 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.

  • 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.”

Ideas

2014 Year-End Tax Planning
Private Clients Alert | November 4, 2014

New State tax credit for donations to Community Development Corporations
Private Clients Alert | September 10, 2014

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Voluntary disclosure of unreported offshore accounts—the IRS offers a bigger carrot… and a bigger stick
Private Clients Alert | June 19, 2014

Should I Review My Estate Plan?
Private Clients Alert | June 18, 2014

Don't forget, the Report of Foreign Bank & Financial Accounts ("FBAR") is due by June 30!
Private Clients Alert | June 4, 2014

New York makes significant changes to its estate tax law
Private Clients Alert | April 7, 2014

Is your estate plan keeping up with your technology?
Private Clients Alert | February 11, 2014

Health care proxy holders lack authority to bind nursing home patients and their estates to arbitration agreements
Health Alert | January 23, 2014

Numbers, Numbers, Numbers — 2013 and 2014
Private Clients Alert | December 18, 2013

Proposed tax law changes could impact foreign owners of UK real estate (and possibly UK expats)
Private Clients Alert | November 22, 2013

Can your family benefit from an intra-family loan?
Private Clients Alert | November 18, 2013

FBAR Reminder and Summary of the 2012 Offshore Voluntary Disclosure Program
Private Clients Alert | June 20, 2013

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

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

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Private Clients, Estate, Trust & Financial Planning