About:
Brandon Borgmann joined Carlile Patchen & Murphy LLP in September of 2008, focusing his practice on estate and business succession planning, probate, special needs law, and tax. Representing individuals, business owners, and families, Brandon addresses estate planning, tax planning, and business succession planning. Additionally, he represents executors and trustees with respect to the administration of estates and trusts, probate litigation, and taxation.
Professional Accolades
Success Stories
Discover how Brandon Borgmann has achieved exceptional success for his clients in estate planning for families and businesses. From securing favorable outcomes to navigating complex estate matters and providing strategic advice, these stories reflect Brandon's expertise, dedication, and passion for delivering results.
Explore Brandon's Success Stories to see the difference he has made in the lives and businesses of those he serves.
Success Story
Special Needs Trust for Long-Term Care and Asset Protection
The Problem
A family’s special needs child was named as a beneficiary in her uncle’s last will and testament. That inheritance, while a generous gift from the uncle, threatened the special needs child’s continuing eligibility for necessary governmental benefits.
Our Solution
Our attorney created a tailored special needs trust to receive the child’s inheritance, ensuring financial security without disrupting benefit eligibility.
The family gained peace of mind knowing the child’s future needs were met through a sustainable and protected structure.
Learn more about our Estate & Wealth Planning Services.
Success Story
Establishing a Charitable Trust for Philanthropic Goals
The Problem
A charitably included high-net-worth client wanted to establish a legacy of philanthropy while receiving tax benefits. The client also held marketable securities with a low-income tax basis that would result in a significant long-term capital gains tax if the securities were sold.
Our Solution
Our attorney designed a charitable remainder trust, allowing the client to support their favorite causes while smoothing out the capital gains tax over the client’s lifetime.
The client achieved their philanthropic goals, reduced their tax burden, and established a lasting legacy. Learn more about our Estate & Wealth Planning Services.
Education
Having received his undergraduate (B.S.) in Communications from Ohio University in 2004, Brandon continued his academic journey and earned his law degree (J.D.), summa cum laude, from Capital University Law School in 2007.
Professional Recognition
Brandon has been recognized in the “Best Lawyers in America” list by Best Lawyers® (2020-2023) for Trusts and Estates. He has also been listed as one of Ohio Super Lawyers magazine’s “Rising Stars” in 2022.
Professional Associations & Memberships
Brandon is a former Chair of the Elder and Special Needs Law Committee of the Ohio State Bar Association and the former Probate Committee Chair of the Columbus Bar Association. Further, he has contributed as an adjunct professor at Capital University Law School, teaching estate tax, gift tax, and the income taxation of trusts and estates. Brandon’s involvement extends to being a past President of the Capital University Law School Alumni Board.
Speaking Engagements
Frequently addressing audiences locally and nationally, Brandon often speaks on estate planning, probate, and special needs planning.
How can we help you today?
Give us a call or send a message with any inquiries and legal questions.
614.228.6135
© Copyright 2022 – Carlile Patchen & Murphy LLP | Terms and Conditions | XML Sitemap