Brian is an estate planning and estate and trust administration attorney. His experiences in both lifetime planning and post-mortem administration give him a unique perspective into the planning process, allowing him to skillfully advise clients, often working with them during multiple stages of their lives. He takes great care in listening to his clients’ needs and advising them through what can often be an intimidating experience.
Brian works with individuals and families on all aspects of their estate planning. Realizing that no one client or family is the same as another and that every situation requires a unique and personalized solution, Brian takes the time to uncover the unique circumstances facing each client. He does a great deal of work with clients within blended families; couples in second marriages; and families with children with special needs and circumstances.
Brian uses a variety of estate planning tools to benefit clients. In addition to wills and revocable trusts, Brian prepares sophisticated estate planning documents, including Qualified Personal Residence Trusts, Grantor Retained Annuity Trusts and Irrevocable Life Insurance Trusts.
Brian is based in the firm’s Wellesley office and also meets with clients in the Franklin office.
Representative Experience
- Helps high net worth individuals to craft estate plans that minimize exposure to state and federal estate taxes.
- Counsels young families, helping to educate them about the importance of wills and trusts as a safety net to protect young children.
- Assists the executors of estates through the complex probate process upon the death of an individual. He covers all of the important details from filing the documents with the court, preparing estate tax returns and making final distributions in accordance with the will or trust.
- Serves as a trustee for clients and their beneficiaries, and is charged with exercising good judgment to ensure fair treatment of all parties involved.
- Helps individuals, couples and families address important tax related matters in the estate planning process.
Brian T. Liberis
PartnerRelated Practices
- Estate Planning
- Estate Administration
- Trust Administration
Admissions
- Commonwealth of Massachusetts, 2005
Education
- Suffolk University School of Law, J.D., magna cum laude, 2005
- University of New Hampshire, B.A., magna cum laude, 1998
- Boston Bar Association, Member
- Massachusetts Bar Association, Tax Section Council, Former Member
- Zoning Board of Appeals, Holliston, MA (member and Clerk)
- Portability and the Estate Tax
Massachusetts Lawyers Journal, Volune 18, No. 8, April 2011
- Understanding and Using Trusts
Massachusetts Continuing Legal Education, October 2014 - Estate, Gift and GST Tax
Massachusetts Continuing Legal Education, October 2013 - Why Estate Planning is Still Critical
Boston Bar Association, January 2012 - Solving Liquidity Issues in Estate Administration
National Business Institute, September 2011 - Estate Planning and Estate Tax Issues in the New Environment
Massachusetts Continuing Legal Education, July 2011