Our Services

We focus our practice in the areas of business and estate planning and trust and estate administration.

Estate Planning

Estate planning involves the creation of legal arrangements to preserve and protect your assets during life, and to pass your assets to your intended beneficiaries in an effective and efficient manner after death.

Tax Planning

The tax laws have been modified to enable most individuals and couples to transfer wealth without engaging in complex tax planning techniques. However, for clients who continue to have exposure to estate taxes, we can advise and assist.

Estate Administration

When a loved one dies, a family member or trusted friend is often tasked with administering the estate. If a formal probate is required, the administration process will involve qualification of the executor, notices to heirs and beneficiaries, and…

Trust Administration

Individuals serving as trustees engage our firm for assistance with trust administration, including monthly monitoring of the investments held in the trust, preparation of the annual accounting for the trust, and preparation and filing of the annual tax returns required for the trust.

Philanthropic Planning

We often provide advice and assistance to clients who desire to make significant gifts to charity. We can help clients implement outright transfers to charitable organizations, charitable remainder trusts, charitable lead trusts, and private family foundations.

Business Law

We help clients establish corporations and limited liability companies, including the structure and drafting of shareholders agreements, operating agreements, buy-sell agreements and other arrangements for the management and ownership transition of closely-held enterprises.

Our Team

At NB Law Group, our mission is to deliver quality legal representation with a high level of personal service while helping clients safeguard their assets and develop a plan for themselves and their families. We accomplish our mission by developing long-term personal relationships with our clients and taking the time to understand their objectives.

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Neal Brodsky

Attorney

I concentrate my law practice on planning for the transfer of family wealth and the design and implementation of tax-advantaged asset transfers. I also help clients establish and administer closely-held business and real estate entities, such as corporations and limited liability companies.

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Jacob Oliver

Paralegal

Jacob assists with the drafting, execution and implementation of estate planning documents and helps clients with all aspects of estate and trust administration.

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Amber Olson

Legal Assistant

Amber manages client communications and provides assistance with the production, organization and maintenance of client documents and files.

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