Brian assists with the preparation of estate tax returns, routine trust and estate accountings, trust and probate administration from death to distribution, and the preparation of related filings among other responsibilities. His experience with corporate and real estate issues also allows him to address many ancillary matters that often come up during the administration of complex estates.
Bringing precision and meticulous attention to detail to his efforts, Brian builds trust and confidence among those he works for and with. He matches his technical skill and subject matter knowledge with an appreciation of the personal aspects of his work. With patience, understanding and good humor, Brian endeavors to relieve the burdens and ease the minds of clients who are navigating what can be a stressful and confusing process.