Brian advises clients in all areas of estate planning and probate including estate and gift tax planning, avoidance or minimization of probate, and succession planning for closely held business owners. Brian helps clients implement plans involving trusts and other vehicles to meet clients’ tax and non-tax objectives. Brian also focuses on the income taxation of trusts and other entities such as qualified settlement funds and disputed ownership funds. Clients benefit from Brian’s experience in advising non-profit organizations and their donors concerning tax and non-tax issues.
Brian has been a frequent speaker and guest lecturer for many different groups, including the Cleveland Metropolitan Bar Association. Brian is accredited as Certified Specialist in Estate Planning, Trust and Probate Law. Brian was Chair of the 2009 Cleveland Metropolitan Bar Association Estate Planning Institute.