Boylan Brown

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Wealth Protection and Transfer

Our Wealth Transfer and Protection Practice Group is comprised of attorneys and paralegals who focus on all aspects of estate and tax planning. We are not simply producers of documents, but trusted advisors who work to understand our clients’ goals, directions and life circumstances. Only after we fully grasp what is most important to our clients do we develop comprehensive estate plans that meet all of their needs.

With an average tenure of over 35 years, the attorneys in our Wealth Transfer and Protection Practice Group reflect the high level of technical expertise and accomplishment that is characteristic of all Boylan, Brown teams. We are well-versed in such sophisticated estate planning techniques as family limited partnerships, charitable lead and remainder trusts, irrevocable life insurance trusts, private annuities and private foundations. Whether our clients are planning the succession of their family business, the transfer of wealth to the next generation or making gifts to charity, our attorneys will devise a strategy that will satisfy their needs in the most tax efficient way.

We offer our clients our service, experience and guidance; we sell no products. The advice we give is objective, independent and tailored to our clients’ best interests. We work closely with our clients’ existing advisors, but also maintain an extensive network of non-legal professionals who are available upon request.

Our wide array of estate planning services includes, but is not limited to:
* Wills, Health Care Proxies, Powers of Attorney
* Estate Planning
* Estate Administration
* Trust Creation and Administration
* Tax Planning
* Business Succession Planning
* Charitable Giving
* Family Organizations (LLC’s, Partnerships, Foundations)

Family Compass

The attorneys at Boylan Brown recognize the unique planning challenges that high net worth individuals face. We have developed a planning methodology that focuses on the big picture and is tailored to the specific goals and directions of each client. The process begins by accumulating all relevant information regarding family assets and previously established estate planning tools. The second phase involves the creation of a family “compass” (think of this as a family mission statement), wherein we work with our clients to develop and identify their personal and professional goals and directions on which their plan is based. The third and final phase is an ongoing maintenance program to ensure that any changes in assets and new planning techniques are seamlessly integrated into the overall planning strategy and family mission. We seek to fill the role of “trusted advisor” for our clients and to be the repository of all planning information, serving as the “quarterback” of each client’s advisory team.

Business Succession Planning

Boylan Brown attorneys specialize in wealth succession planning for business owners and provide consultative services to ensure the transition of assets from one phase of ownership to the next and, ultimately, to successive generations. Whether through the sale of a company, a merger, an acquisition, or the use of other business succession tools such as ESOPs, our attorneys maximize the value of assets in a company and structure deals that provide the greatest benefit to our clients. We provide customized services to business owners and key stakeholders to preserve and transfer wealth to their family members, including wills, estate and tax planning, family organizations, and our specialized “Family Compass” program for high net worth individuals. Business owners, shareholders, and executives trust Boylan Brown to grow, protect, and transfer their assets.

Estate and Trust Administration

Boylan Brown’s Wealth Transfer and Protection Practice Group is highly proficient in the administration trusts and estates. We provide tailored services to a wide variety of individual and corporate fiduciaries. Our lawyers have specialized experience in advising banking and financial institutions in properly administering their relationships with customers who have fiduciary duties. Our experienced team of paralegals provides efficient and cost-effective services by the use of automated software for the preparation of court forms, tax returns and accountings.

Boylan Brown
2400 Chase Square
Rochester NY 14604
Tel: 585 232-5300
Fax: 585 232-3528
E-mail: info@boylanbrown.com

Boylan Brown, founded in 1974, is focused on business and corporate legal services and wealth succession planning. Today, we have over 35 attorneys practicing in New York State and strategic relationships with partner firms in a variety of markets around the country and around the world to serve the growing domestic and global needs of our business and corporate clients.

We regularly represent start-ups and middle market companies as well as some of the largest and most sophisticated organizations in their respective industries. Our practice brings our standard of excellence to bear in proactively protecting our clients’ position and assets and supporting the growth and development of their business - from financing through private investment funds and venture capital, negotiating complex agreements and sophisticated transactions, to mergers and acquisitions, IP and succession planning.

“Our goal is to maintain a dynamic legal practice that can evolve in response to our clients’ political, social, domestic and global realities.”

We have distinguished ourselves from other firms through unique perspectives on the way a law firm delivers value to its clients and by redefining the traditional law firm business model to focus on efficiency, innovative practices and the creation of a deeper value model. Our business model is designed around the ever-changing needs of our clients and the dramatically changing and challenging environment in which they live and work.