Brendan concentrates his practice on complex estate planning, estate and trust administration, and related tax and business succession matters. He tailors tax-efficient wealth transfer strategies to his clients’ needs and wishes, using a wide range of tools, including spousal lifetime access trusts, life insurance planning and irrevocable life insurance trusts, charitable trusts, dynasty-style trusts, other asset protection techniques and vacation home planning. Brendan coordinates with families’ financial and tax advisory teams to ensure cohesion and proper plan execution.
He reviews and prepares federal and New York State fiduciary income tax returns, federal and New York State estate tax returns and federal gift tax and generation-skipping transfer tax returns. He also represents clients in front of the Internal Revenue Service. He advises trustees and other fiduciaries regarding their tax and other fiduciary obligations.