About Brendan
Based in Pittsford, New York, Brendan focuses on estate planning, estate and trust administration, and related tax and business succession matters. He develops tax-efficient wealth transfer strategies to meet his clients' individual needs and preferences. Brendan employs various tools such as spousal lifetime access trusts, life insurance planning and irrevocable life insurance trusts, charitable trusts, dynasty trusts, asset protection techniques, and vacation home planning. He works collaboratively with families' financial and tax advisory teams to ensure cohesive and well-executed plans.Brendan is experienced in reviewing and preparing federal and New York State fiduciary income tax returns, estate tax returns, and federal gift tax and generation-skipping transfer tax returns. He also represents clients before the Internal Revenue Service and advises trustees and other fiduciaries on their tax and fiduciary responsibilities.For more information, please visit Harris Beach Murtha.
Based in Pittsford, New York, Brendan focuses on estate planning, estate and trust administration, and related tax and business succession matters. He develops tax-efficient wealth transfer strategies to meet his clients' individual needs and preferences. Brendan employs various tools such as spousal lifetime access trusts, life insurance planning and irrevocable life insurance trusts, charitable trusts, dynasty trusts, asset protection techniques, and vacation home planning. He works collaboratively with families' financial and tax advisory teams to ensure cohesive and well-executed plans.Brendan is experienced in reviewing and preparing federal and New York State fiduciary income tax returns, estate tax returns, and federal gift tax and generation-skipping transfer tax returns. He also represents clients before the Internal Revenue Service and advises trustees and other fiduciaries on their tax and fiduciary responsibilities.For more information, please visit Harris Beach Murtha.
Based in Pittsford, New York, Brendan focuses on estate planning, estate and trust administration, and related tax and business succession matters. He develops tax-efficient wealth transfer strategies to meet his clients' individual needs and preferences. Brendan employs various tools such as spousal lifetime access trusts, life insurance planning and irrevocable life insurance trusts, charitable trusts, dynasty trusts, asset protection techniques, and vacation home planning. He works collaboratively with families' financial and tax advisory teams to ensure cohesive and well-executed plans.
Brendan is experienced in reviewing and preparing federal and New York State fiduciary income tax returns, estate tax returns, and federal gift tax and generation-skipping transfer tax returns. He also represents clients before the Internal Revenue Service and advises trustees and other fiduciaries on their tax and fiduciary responsibilities.
For more information, please visit Harris Beach Murtha.
