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Publications

Attorney Ken Brier was quoted in the Nov. 21, 2018 Forbes article entitled “IRS Hands The Rich Certainty on Trump Estate Tax Sweetener: No Clawback on Huge Gifts.”  Ken comments on the proposed IRS rules for the recently doubled estate and gift tax exemption between 2018-2025.  Read the Forbes article on favorable big-gift regulations >

Attorney Ken Brier was consulted in a Bloomberg News article, “Here’s the Trump tax loophole your accountant can blow wide open,” published online on February 5, 2018 at MSN Money regarding the concept of employee leasing for service businesses.

Attorney Ken Brier authored an article in the September 25, 2017 issue of Massachusetts Lawyers Weekly titled “Joint revocable trusts: blessing or bane?”  He explores the benefits and potential pitfalls of Joint Revocable Trusts relative to what a couple hopes to accomplish by establishing one, and how well it fits or does not fit into an overall estate plan.

Attorney Ken Brier authored an article in the June 27, 2017 issue of Family Wealth Report titled “Buying a Piece Of The American Pie – Structuring Foreign Ownership Of A US Residence.”  It addresses what options exist for foreigners seeking to buy U.S. real estate relative to the factors of federal and state income taxes, estate and gift taxes, and the laws of the foreigner’s home country.

Attorney Ken Brier was quoted in an article in the June 17-18 issue of The Wall Street Journal titled “More States Are Killing the Estate Tax.”  It addresses the recent trend of states eliminating or lowering their estate taxes to keep pace with federal estate-tax exemption and exemptions in neighboring states, and also examines the situation in several states including Massachusetts and Oregon which have not yet eliminated or lowered their estate taxes.

Attorney Ken Brier teamed up with his son, Attorney Michael Brier, to co-author an article in the October 6, 2016 issue of Massachusetts Lawyers Weekly entitled, “Litigation settlements: Don’t forget the tax aspects.”  The authors discuss the importance of early analysis of tax implications in the settlement process outlining different tax outcomes and aspects depending upon the type of settlement and stages of litigation.

Attorney Ken Brier authored an article in the Fall 2016 issue of Massachusetts Family Busness entitled, “Estate Planning for the Family Business Owner Requires Special Knowledge.”  It addresses why it is critical for family business owners to have a well-executed and current estate plan and four specific areas that they should pay particular attention to in their estate planning process.

Attorney Ken Brier was quoted in an article in the March 9, 2016 issue of Forbes titled “Executors, Inheritors, Lawyers Flummoxed by New IRS Forms.”  It addresses confusing aspects of the new law concerning Form 8971 Schedule A.  See More >

News & Events

NEW PARTNERSHIP IS FORMED:  Attorneys Ken Brier, Susan Marandett, and Julie Rossetti are pleased to announce the formation of their new law firm, effective as of January 1, 2019, under the name Brier, Marandett and Rossetti LLP.  Susan joins us with some 25 years of experience as an estate planning attorney, including 7 years at Hale and Dorr (now WilmerHale), Boston, and 17 years at King & Navins, Wellesley. Julie, who is already well known to many of you, has some 26 years of experience, including 6 years at Hale and Dorr, Boston, and 12 years with me and law firms of mine. Our paralegal, Cassandra Girard, our practice manager, Tina Schmottlach, and our probate accountant, Sue Broderick, will all be remaining to assist us.  We will continue to focus our practice on estate planning, trust and estate administration, tax matters, wealth preservation, and related business planning. We feel fortunate to be able to offer such an experienced and accomplished team to perform those services.  We are excited about our new partnership and look forward to continuing to work with you.

Attorney Ken Brier lead a kickoff presentation, “Embracing Uncertainty in Planning in Volatile Times,” for the Norfolk & Plymouth Estate and Business Planning Council on Tuesday, September 19, 2017.  Ken’s presentation highlighted his perspectives on flux as a permanent backdrop to estate and business planning, possible overhaul of the “death tax” system, why uncertainty is a planner’s friend, lifetime giving, and building maximum flexibility into planning arrangements and documents.  See Presentation Handout >

 

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