Brian R. Ott

Brian Ott is a partner in the firm’s Trusts & Estates group. He focuses his practice on both complex and simple estate and tax planning, administration of estates and trusts, business succession planning and on the representation of private foundations and tax-exempt organizations. He regularly advises individuals and corporate fiduciaries in the interpretation of governing documents and in the administration of trusts, guardianships and estates.

Brian understands and appreciates the unique concerns and personal nature of the work he provides to his clients. Brian’s estate planning practice includes the following:

  • Drafting complex and simple estate plans including wills, revocable trusts, dynasty trusts, irrevocable insurance trusts, qualified personal residence trusts, grantor retained annuity trusts (GRATs), charitable remainder trusts, family limited partnerships, limited liability companies and powers of attorney.
  • Assistance with retirement planning and charitable giving.
  • Counseling owners of closely-held businesses on business succession planning, business formation and governance issues.
  • Advising clients of the consequences of proposed transfers and transactions as they relate to estate, gift, generation-skipping and income taxes.
  • Assistance with estate administration and the probate process.
  • Counseling clients about long-term care planning and elder law issues, especially as related to eligibility for Medicare and Medical Assistance.

Brian is a member of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association. He serves on the Orphans’ Court Rules Committee of the Berks County Bar Association and on the boards of directors of several charitable organizations.

When he’s not working for his clients, he can usually be spotted throughout the Berks County area transporting his five children to their never-ending assortment of activities. 

MEMBERSHIPS
  • Pennsylvania Bar Association
  • Berks County Estate Planning Council; past president
  • Berks County Bar Association; past director
PRESENTATIONS
  • “Why You Can’t Afford to Miss out on a 1031 Exchange”, Wake up with Barley: A Morning on Real Estate (September 2017)
  • “Portability vs. Credit Shelter Trust”, Fiduciary Education Foundation Annual Conference (May 2015)

Alex E. Snyder

Alex Snyder concentrates his practice in estate and trust planning and administration, tax planning, and business law. Alex’s clients range from individuals to families, small business owners and non-profit organizations.

In Alex’s estate and trust practice, he assists his clients in developing their estate and tax plan to best meet their individual, family or business succession planning needs while minimizing tax implications. Alex’s experience includes drafting wills, living wills, advanced directives, revocable trusts, dynasty trusts, irrevocable insurance trusts, irrevocable life insurance trusts, qualified personal residence trusts, grantor retained annuity trusts (GRATs), charitable remainder annuity trusts (CRATs), charitable remainder unitrusts (CRUTs), special needs trusts, family limited partnerships, and powers of attorney. He also assists clients with estate and trust administration and the probate process. Alex’s experience includes matters involving Orphan’s Court and fiduciary litigation. Alex also advises his clients on tax planning for both individuals and business owners. Alex is active with the York County Estate Planning Council, the local chapter of the National Association of Estate Planners and Councils.

Alex’s estate planning practice dovetails with his work with small and closely-held business clients. Alex has experience working with his clients on issues such as entity formation and structuring, succession planning, contract review, non-disclosure agreements, shipping and distribution and real estate matters. Alex has gained a unique understanding of the issues facing family-owned and agricultural businesses through his personal experience with his family’s small commercial farm.

Alex works with corporations, partnerships and limited liability companies on the complex tax issues that are inherent in the acquisitions and sales of business assets and interests. He also assists business clients with navigating problems related to state and local taxation involving realty transfer tax, sales tax, employment taxes and income tax withholding.  In addition, Alex works with developers and investors on the tax implications and structuring of projects designed to capture federal and state historic tax credits, new markets tax credits, low-income housing tax credits and renewable energy credits.

Additionally, Alex has assisted non-profit organizations in formation, tax-exempt status filing, and general governance issues.

RECOGNITIONS
  • The Best Lawyers in America®, Closely Held Companies and Family Business Law (2024, 2025, 2026), Trusts and Estates (2024, 2025, 2026)
  • Central Penn Business Journal (Forty Under 40, 2014)
  • Pennsylvania Rising Stars (2012, 2013, 2014, 2015)
PRESENTATIONS
  • Panelist – 2023 York Business Seminar (October 2023)
  • “Why You Can’t Afford to Miss out on a 1031 Exchange”, Wake up with Barley: A Morning on Real Estate (September 2017)
  • “Tax-Exempt Financing: and New Market Tax Credits”, Barley Snyder LendiCon Seminar (March 2016)
  • “Tax Issues That Can Impact Your Business”, Barley Snyder Business Seminar (October 2015)
  • “Business Succession & Wealth Transfer: Considerations of Death, Taxes and Achieving Family Harmony”, Barley Snyder Business Seminar (October 2014)
  • “The Tax Implications of Pennsylvania Companies Doing Business Out of State”, Barley Snyder Business Seminar (October 2012)

Get in Touch

Our attorneys, paralegals and staff look forward to hearing from you. Please reach out to let us know how we can help.

Get In Touch
RECOGNIZED IN
Super Lawyers
Best Law Firms US News
Best Lawyers