William D. Brick

Mr. Brick’s planning advice is guided by his extensive experience in administering estates and trusts of all sizes and complexities. He has successfully represented fiduciaries and beneficiaries of estates and trusts in a variety of situations, including alleged breaches of fiduciary duties, contested judicial accountings and the administration of international estates. In representing fiduciaries and beneficiaries, Mr. Brick has handled complex IRS audits involving income taxes, estate and gift taxes, foreign bank account reporting and charitable planning. Finally, Mr. Brick routinely advises charitable organizations on best practices and compliance with tax rules and fiduciary duties.

Mr. Brick serves individuals, fiduciaries, beneficiaries, family offices and charitable organizations. Whatever the issue, Mr. Brick provides seasoned, thoughtful and practical advice. In keeping with the Brick & Patel philosophy, he views his role first and foremost as a problem solver for his clients.