Brian is licensed to practice in Pennsylvania and New Jersey state courts and the Eastern District of Pennsylvania and New Jersey federal courts. He has been named a Super Lawyers Rising Star in the field of Trust and Estates and a Top Attorney – Pennsylvania’s Outstanding Young Lawyers for all years from 2013 through 2018 and Super Lawyers in the field of Trust and Estates and a Top Attorney from 2019-present.
Brian’s practice is centered upon providing estate and trust planning advice with a focus on tax mitigation and family dynamics. Such planning frequently involves business succession issues, generation-skipping tax planning, grantor trust issues and income tax issues regarding retirement plan assets as well as other areas.
Brian also has significant experience in fixing broken trusts in and out of Orphans’ Court and has filed dozens of Court Accountings and Petitions throughout his career. Corporate trustees often seek out Brian for representation when issues arise.
Clients often ask Brian to correct mistakes made by prior tax preparers in a gift or estate filings. Brian has filed section 9100 applications, prepared private letter ruling applications with the IRS and filed GST late allocation gift tax returns to fix non-zero inclusion ratios from before the automatic allocation era.
Brian is the current co-chair of the Tax Committee and member of the Executive Committee of the Probate and Trust Law Section of the Philadelphia Bar Association.
Brian is an active participant in the Philadelphia VIP pro bono program assisting low income clients with probate and tangled title issues and received recognition from the Philadelphia Court of Common Pleas for his pro bono work. Brian serves as a Court appointed counsel for alleged incapacitated persons and incapacitated persons when called upon by the Philadelphia and Montgomery County Orphans’ Court.