Brian Broderick has served clients as a private fiduciary for more than 17 years. He provides legal advice and service in related probate, estate planning, and trusts and estates matters.
Brian's objective is to help people make sensible decisions about their personal and business planning affairs through the exercise of sound judgment and practical experience. As he puts it, “The congeries of tax, corporate, and property law are notoriously confusing. There is sometimes a default decision-making process that seeks safety in form rather than a more rigorous evaluation of substance.”
- The owners of a profitable farm business wanted help regarding succession planning. Brian structured a successful transition, and provided counsel about the special laws benefiting agricultural and conservation lands.
- In a typical situation, the elder generation of a family seeks advice about the most tax sensitive way to pass assets on to generations G2 and G3 in a manner that honors family objectives and unity. Working with family members, Brian develops tax-advantaged ways to achieve these ends.
- Executives and entrepreneurs look to Brian for disinterested and objective counsel on the best ways to grow and diversify their holdings.
- Heirs, understandably confused by the many moving parts in a complex estate, sought Brian’s counsel on creating and executing a transparent and efficient plan for getting the job done.
- Parents with a disabled child were looking for trust management and counsel in planning for the day when they would not be around to care for their child. Brian and his H&B colleagues demonstrated how they can step into their shoes, providing parents with peace of mind.
Activities and Publications
- Faculty member for educational programs presented by Massachusetts Continuing Legal Education, Inc.
- Member, Probate Law sections of the Massachusetts and Boston Bar Associations
- Member, Boston Estate Planning Council
- President, Boston Region, Massachusetts Parents Alliance for Catholic Education
- Member, Committee for Parental Choice in Education
- Former member, Corporate Development Committee, Massachusetts Association for the Prevention of Cruelty to Children
- Former chair, Holliston Zoning Board of Appeals and the Holliston Zoning By-Law Study Committee
- Annual Fund Boards, Xaverian Brothers High School and Newton Country Day School of the Sacred Heart
- Former chair, annual fund, St. Paul School, Wellesley, Mass.