Brian Roth focuses his practice on estate planning, tax planning, estate and trust administration, business succession and corporate matters.
As an estate planning attorney with extensive knowledge of the tax code, Brian provides both a technical and practical approach to estate planning. He has extensive experience in various sophisticated estate planning techniques including, but not limited to, intentionally defective grantor trusts, spousal lifetime access trusts, grantor retained annuity trusts, charitable trusts, and irrevocable life insurance trusts. He regularly advises fiduciaries on estate and trust administration. He also has experience advising clients on efficient tax structuring for corporate deals.
Prior to Morgenstern DeVoesick, Brian worked at various large and mid-sized law firms in Rochester and New York City practicing in the areas of trusts and estates, tax and corporate.
Brian graduated magna cum laude from Benjamin N. Cardozo School of Law, where he served as Business Manager of the Cardozo Law Review. Brian also received an LL.M. in Taxation from New York University, the most prestigious program of its kind, where he also served as an editor on the Tax Law Review.
Brian is active in the Trusts & Estates Section of the Monroe County Bar Association and the Estate Planning Council of Rochester.
Brian lives in Pittsford with his wife and two children. He is an avid golfer and enjoys summers on Canandaigua Lake with his family and cheering on Maryland basketball.
