Schlossberg, LLC  Attorney Profiles

Partner

Brett Kaufman, LL.M., AEP®

Estate and Trust Team, Chair

P: 781-848-5028
F: 781-848-5096
E: bkaufman@sabusinesslaw.com

Linkedin  View My Linkedin Profile

Areas of Practice

Mr. Kaufman is a Partner in the Firm's Trusts and Estates Department. He concentrates his practice in the area of tax, estate planning, and estate administration.

Work for Clients

Mr. Kaufman has extensive experience with wealth transfer tax issues and expertise in the related planning techniques designed to minimize estate and gift tax for high net-worth individuals. These include various techniques, such as the establishment of qualified personal residence trusts (“QPRTs”), charitable remainder trusts, and private foundations. He also engages in specialized planning for unique family situations, such as second marriages, special needs children, and other family circumstances, as well as business succession planning and asset protection. In addition, he has significant experience in guiding families through the probate and estate tax matters that arise on death, including fiduciary income tax.

Mr. Kaufman has a diverse client base, from young families needing a simple plan, to the high net-worth client who needs an intricate tax-sensitive plan, to the closely held business owner transitioning the business to the next generation.  

Professional Activities

Mr. Kaufman is Past President of the Norfolk and Plymouth County Estate and Business Planning Council. He is the former chairman of the Western Massachusetts leadership committee for the Alzheimer's Association and has served on the board and volunteered for many charitable organizations, including the Jimmy Fund and the United Way. Mr. Kaufman is a frequent lecturer in his areas of expertise, which include seminars for Massachusetts Continuing Legal Education (MCLE) and an adjunct faculty member at American International College, where he taught a course in Elder Law.

Awards

Mr. Kaufman has been honored with the distinction of Massachusetts SuperLawyer Rising Stars for 2006 through 2013, which was published in Boston Magazine. The Rising Stars are under 40 years old, or have been practicing law for fewer than ten years. Only 2.5 percent of Massachusetts lawyers are named as Massachusetts Rising Stars.

Mr. Kaufman is certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils. The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.  It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.

Education

LL.M (tax), Boston University School of Law, 2003
J.D.   Suffolk University Law School, 1999
B.A., University of Massachusetts - Amherst, 1995