Brian practices in the McNees Estate Planning and Corporate & Tax Practice Groups and is a member of the Mergers & Acquisitions Law and Charitable & Non-Profit Groups.
What does Brian do for clients?
Brian estate planning practice ranges from the preparation of wills and powers of attorney to complex federal estate tax planning for high net worth clients. He has experience drafting various trust agreements, including revocable trusts, irrevocable trusts, spousal trusts, charitable remainder trusts and charitable lead trusts, beneficiary defective inheritor trusts, and intentionally defective grantor trusts. Brian routinely assists clients in business succession planning, including the drafting of shareholder agreements, recapitalizing existing business entities, and gifting and selling business interests to trusts.
Brian’s experience counseling individual clients in business succession matters provides him with a unique prospective for assisting corporate clients in the formation, operation, and merger and acquisition of business entities. Brian takes pride in learning the intricacies of each client’s business.
How does Brian spend his free time?
In his free time, Brian enjoys spending time with his family, golfing, playing basketball, and building his knowledge base regarding cryptocurrencies and blockchain technology.
University of Wisconsin – Superior, B.S., Economics and Finance, 2017
Pennsylvania State University, Dickinson School of Law, J.D., 2020
March 1, 2023 - Exploring Pennsylvania Inheritance Tax Exemptions for Qualified Family-Owned Business Interests and Agricultural Properties
The Legal Intelligencer