Brian M. Balduzzi
- Role
- Private Client Services Attorney at Faegre Drinker
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Brian M. Balduzzi
I am an innovator and trusted advisor in the wealth management, financial planning, and…
Experience
Private Client Services Attorney
Jun 2021 — Present
Draft comprehensive estate and business planning; minimize or defer income, estate, and gift tax consequences for wealth transfers; manage complex estates and trusts and assist trustees with fiduciary duties; research issues related to trust planning, retirement benefits, trust taxation, and domicile change
Education
Boston University School of Law
J.D., Law
2010 — 2013
SUNY Geneseo
BA, English, Secondary Education, Theatre
2006 — 2009
Bryant University
Financial Planning Capstone
2018 — 2018
Cornell Johnson Graduate School of Management
Master of Business Administration (M.B.A.), Financial Investing, Financial Analysis
2016 — 2018
Boston University School of Law
Master of Laws (LL.M.), Tax Law/Taxation
2013 — 2014
WorldQuant University
Master of Sciences - MS, in Financial Engineering
2018 — 2020
Skills
- Negotiation
- Legal Research
- Directing
- Editing
- Grants
- Civil Litigation
- Nonprofits
- Corporate Tax
- Non-Profit Leadership
- Business Planning
- Tax Preparation
- Corporate Law
- Financial Accounting
- Accounting
- Community Outreach
- Writing
- Fundraising
- Nonprofit Organizations
- Microsoft Excel
- Family Law
- Employment Law
- Estate Planning
- Finance
- Public Speaking
- Tax
- Teaching
- Financial Analysis
- Research
- Contract Negotiation
- Appeals
- Real Estate
- Leadership
- Immigration Law
- Corporate Finance
- Management
- Strategic Planning
- Team Leadership
- Student Affairs
- Social Media
- Legal Writing
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