Brody Wilkinson PC

Executive Committee: Ronald B. Noren, Thomas J. Walsh, Jr., David R. Hermenze, Jennifer A. Basciano

Partners: 18

Associates: 4

Other Lawyers: 3

Brody Wilkinson PC is a mid-sized law firm that represents individuals, families, businesses and non-profit organizations in the primary areas of Trusts & Estates, Business & Finance, Probate Litigation, Real Estate and Dispute Resolution.

Based in Southport, Connecticut, with an additional office in New York City, the firm has 25 attorneys who each bring unique and complementary experience and skills to the firm, creating a strong platform from which to practice law and serve clients. As such, the firm’s attorneys operate collaboratively and cohesively on complex client matters. Whether devising business succession and exit plans, buying or selling properties, drafting estate plans or resolving disputes, they are focused on the ultimate goal of creating value for clients.

Brody Wilkinson is a proud member of the International Society of Primerus Law Firms, an alliance of top-rated independent small to mid-sized law firms with more than 180 member firms in nearly 50 countries.

Trusts & Estates Group

Brody Wilkinson’s Trusts & Estates Group is one of the most sophisticated and extensive practices of its kind in Connecticut. The Group provides diverse and highly personalized services to individual clients throughout Connecticut and New York related to trusts and estates, including wealth preservation and transmission, tax advice, estate administration, trust administration, planning for family members with special needs or declining capacity, charitable giving, conservatorships and family foundations.

Attorneys in the Trusts & Estates Group represent a substantial base of senior executives, entrepreneurs and other high-net-worth clients. When disputes arise, the firmrepresents individuals, fiduciaries and beneficiaries in complicated probate matters, including will contests, trust interpretation litigation, fiduciary management controversies, accounting issues and conservatorship proceedings.

Brody Wilkinson’s depth in the trusts and estates area extends beyond the capabilities and experience of the attorneys who practice within the Group. With support from the Business & Finance and Real Estate Groups, the firm is adept at addressing the myriadbusiness and real estate issues that often arise with respect to planning. This cross-disciplinary approach enables the firm to coordinate and manage the needs and goals of clients, both personal and business, seamlessly.

Business & Finance Group

Brody Wilkinson’s Business & Finance Group represents a diverse group of clients providing a range of services from entity formation to daily business operations to sophisticated commercial transactions. Clients include privately held businesses, family offices, financial institutions, real estate developers and investors, public companies with specialized needs, health care providers, entrepreneurs and charitable organizations. Attorneys in the Group assist these clients in areas such as financing, contracts, taxation, lending, workouts and reorganizations, business disputes, commercial real estate investment and employment.

Brody Wilkinson acts as general counsel to many clients and, as such, coordinates and handles all legal needs throughout the lifecycle of the business, including choice of business entity, key contracts with third parties, joint ventures and strategic alliances, corporate governance, mergers and acquisitions, and transactions with third-party lenders and investors, such as venture capital and private equity firms. In addition, the firm serves as local counsel to out-of-state companies and law firms on Connecticut-oriented commercial transactions in such areas as mergers and acquisitions and lending.

The Business & Finance Group is particularly adept at serving the special needs of closely held and family businesses. For these clients, the firm’s experienced trusts and estates attorneys collaborate to create sophisticated legal strategies designed to both obtain and preserve wealth. The firm also counsels these clients with respect to business succession planning. Entrepreneurs benefit greatly from the strong working relationship between the firm’s Business & Finance, Dispute Resolution and Trusts & Estates Groups, as the inception and development of a business present unique planning opportunities.

Probate Litigation Group

Brody Wilkinsonhas substantial experience representing individuals, fiduciaries and beneficiaries in complex probate disputes such as will contests, trust interpretation litigation, fiduciary management controversies, accounting matters and conservatorship proceedings. The Probate Litigation Group is well equipped to resolve these disputes through negotiation and, when necessary, litigation.The value the firm adds to this process is substantial given the fact that attorneys within the Group not only understand the substantive nature of these issues but also possess the strategic and tactical skills necessary to bring such cases to resolution.These attorneys communicate solutions and alternatives to clients at every step.Clients derive comfort from knowing that the same attorneys who are navigating their disputes also know how to construct critical estate planning documents, thus understanding the subject matter inside and out.

Real Estate Group

Brody Wilkinson’s Real Estate Group represents businesses, developers, investors, landlords, tenants, homebuyers, contractors, architects, engineers and others in commercial and residential transactions throughout Connecticut. The firm handles all aspects of real estate matters relating to commercial, residential and mixed-use properties, including acquisition, financing, development, leasing and sale.

The Real Estate Group draws upon the firm’s Business & Finance and Dispute Resolution Groups to meet the demands of complex matters. The capabilities and vast experience of these combined groups enable the firm to add significant value to clients’ real estate projects throughout their life cycles.

Dispute Resolution Group

Brody Wilkinson’s Dispute Resolution Group works as an advocate for businesses and their owners, individuals, non-profit organizations and municipalities in Fairfield County and throughout Connecticut in litigation, arbitration and administrative proceedings. The practice is limited to certain key areas that serve the needs of individual and business clients. In addition, the firm often serves as local counsel for out-of-state law firms in Connecticut proceedings.

When a conflict arises, the firm assists clients in identifying and evaluating their legal needs and business objectives and works to develop a dispute resolution strategy that achieves the client’s goals in the most cost-effective manner. Attorneys in the Group appear in federal and state courts and before local regulatory bodies and administrative agencies, including municipal land use commissions, the Commission on Human Rights and Opportunities, the Department of Energy and Environmental Protection, and the Public Utilities Regulatory Authority.

The Dispute Resolution Group collaborates with the firm’s Business & Finance, Real Estate and Trusts & Estates Groups to resolve business, tax, creditors’ rights, environmental, zoning, employment and probate disputes efficiently and successfully.

Connecticut (Main):

2507 Post Road

Southport, CT 06890

203-319-7100

203-254-1772 (Fax)

New York:

60 East 42nd Street

46th Floor, Suite 19

New York, NY 10165

212-661-2280