Brett is an associate in the Firm’s Business and Finance Department and is a member of the Trusts & Estates and Tax Groups. He focuses his practice in the area of business and wealth succession, with a focus on tax-efficient planning. Brett provides services to family groups, private business owners and their businesses, and related non-profit organizations. Brett works with clients to evaluate the potential tax consequences of various business and personal wealth decisions and to develop unique solutions to complex estate and gift issues and multi-generational wealth planning strategies. Brett also works with family offices, providing insight on legislative and judicial developments, counseling on the structuring of investments, and advising around philanthropic strategies.
Villanova University School of Law (LL.M. in Taxation, 2013)
University of Pittsburgh School of Law (J.D., 2008)
Assistant Note Editor, Pittsburgh Tax Review
Franklin & Marshall College (B.A., cum laude, 2005)
Prior to joining Kleinbard, Brett was a manager at Deloitte Tax LLP and a member of the Firm’s Private Wealth Group. Brett concentrated his practice on advising ultra-high net worth private clients regarding their complex business, personal, and charitable matters, with a focus on the transfer and income tax consequences of various transactional and structuring decisions. His clients included family offices, closely-held operating companies, fiduciaries, family investment partnerships, and not-for-profit organizations.