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Kenneth P. Brier and Robert M. Geurden joined together in 2007 to establish
Brier & Geurden LLP. They did so with a simple goal in mind – to continue to make available to our clients tax, estate-planning and business planning services of the highest quality in a boutique suburban practice setting. Their concept is to provide to clients the best of both worlds – the same quality and sophistication commonly associated with the large Boston law firms but with the convenience of an easily accessible suburban location and a fee structure commensurate with such a location. Their idea is to effectively service clients at virtually all levels – those with substantial assets and complicated situations and those of relatively more modest circumstances who might not otherwise look for a top-rated lawyer – providing the best possible value to all of them.

Ken has brought to his new practice some 25 years of experience in several major law firms in Boston. Immediately prior to his establishment in 2003 of a solo practice, he was a member of the estate planning department of Bingham McCutchen LLP, an international law firm. He was previously a partner of another international law firm, Holland & Knight LLP (and of its Boston-office predecessor, Sherburne, Powers & Needham, P.C.).

Rob began his legal career in 1988 and worked for several boutique tax law firms, as well as the trust department of a bank, before starting his solo practice in 1994. In addition to his estate and business planning practice, Rob has been involved with several charitable organizations and currently serves as Vice President and Director of PLAN of Massachusetts, Inc., an organization that serves as trustee and advocate for persons with disabilities. Rob has also been an Adjunct Associate Professor of Business Law and Ethics at the Sawyer Business School of Suffolk University.

The firm continues to enjoy the support of our associate, Julie Rossetti, an outstanding lawyer who formerly practiced at Hale and Dorr in Boston, and our paralegal, Karen Elman. More recently, the firm has welcomed Randi Beckerman as our practice manager.

While we are known for creativity and care applied in our legal work, we are all also aware that tax matters, estate-planning and administration, and planning for closely held businesses touch upon some of the most sensitive of individual and family concerns. We appreciate these concerns and handle them with sensitivity to both the legal and inter-personal issues. Where appropriate and where desired, we can involve more than one generation in the planning process, helping to educate the younger generation on family and business concerns and to develop an integrated family approach. Whether or not multiple generations are involved, our aim is to listen and to respond with care and understanding.

Our experience as estate planners has taught us to remain focused on our clients’ long-term goals. We bring the same goal-driven methodology to the business work that we do.

Brier & Geurden is dedicated to the team concept – working with your other advisors (including any accountant, life insurance advisor, financial consultant, or investment or trust officer), in whatever way makes the most sense in your circumstances. At the same time, as a practice focused in targeted areas of law, we are pleased to work with qualified lawyers in other areas as your needs arise. We can work with your existing lawyer in matters in our areas of concentration, or as needed we can refer you to another lawyer skilled in matters outside of our usual practice areas and to coordinate as a team with that lawyer. We are also happy to make referrals to non-legal advisors, where your situation might warrant their services. In addition we often serve as a consultant to other advisors in situations where our expertise in taxation and related matters may be needed or desired.

 
Brier & Geurden’s practice areas include the following:
  • Estate Planning (including Wills and Trusts)
  • Planning for Closely-Held and Family Businesses (including Choice of Entity questions, Succession Planning and Buy-Sell Agreements) and related implementation
  • Planning for Entrepreneurs and Executives in Start-up Businesses and related implementation
  • Employee and Executive Benefits
  • Planning for Persons with Disabilities (including Special Needs and Supplemental Needs Trusts)
  • Asset Protection and Liability Limitation Planning
  • Trust and Estate Administration (Probate)
  • Family Limited Partnerships and LLCs
  • Estate-Freeze Strategies (including QPRTs, GRATs and Sales to Intentional Grantor Trusts)
  • Charitable Planning and Charitable Trusts
  • Tax Issues for Individuals, Fiduciaries, Charities, Partnerships, and Closely-Held Corporations (including S Corporations)
  • Prenuptial Agreements
  • Planning for Individuals with Multinational Connections

In addition, our lawyers are each available to serve as a trustee or as an executor of an estate. We can serve alone or with one or more other persons, either family members or another professional fiduciary (such as a trust company), as desired.

 

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