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Best Lawyers in America for Closely Held Companies and Family Businesses Law
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Robert S. Bick possesses extensive corporate law experience, having completed hundreds of merger, acquisition, divestiture, going private, financing, and related transactions. For more than thirty years, he has represented clients of all sizes across a range of industries in corporate and business law matters. Robert counsels and represents public and private companies, entrepreneurs, venture capital and private equity groups, boards of directors and business owners on matters related to corp...
Published Works · Articles on Litigation (Co-Authored) Representative Cases · IEL Liquidation Proceedings, Wayne C. Metcalf, Insurance v. Gary L. Vose, et al · HIG Rehabilitation, HUI/UNICO Liquidation and Linda v. Hawaiian Electric Co. · State v. Kealakekua Ranch · Maunawili Lessees v. Trustees of Castle Estate · State Farm Mut. Auto. Ins. Co. v. Robinol, 699 F.Supp. 819 (D.Hawai'i 1988) · Tilton v. Rivera · Eder v. County of Kauai and ...
Professional Experience As chair of the firm’s estate planning and probate group, Laura Hoexter’s practice focuses on wills, trusts and estates. She works with individuals to help them establish foundational documents, such as tax-saving wills and living trusts, financial and health care powers of attorney, and health care directives. She addresses complex issues that may arise, including non-citizen status, retirement benefit planning and life insurance arrangements. Laura has si...
Richard M. Hall is a top attorney recognized by Best Lawyers in the practice area(s) of Closely Held Companies and Family Businesses Law and Trusts and Estates. Richard M., who practices law in Carmel, Indiana, has been recognized since 2026. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Richard M. is held by other top lawyers in the same geographic and legal practice area.
A highly respected Seattle business and estate planning/probate attorney, George Holzapfel’s practice is concentrated in business law with an emphasis on tax and estate planning. George serves as general counsel to more than 320 corporations, LLC’s, partnerships and sole proprietorships, as well as many individuals and families. Businesses represented include accountants, architects, advertisers, apartment and commercial building owners, computer companies, contractors, distributo...
Jeffrey S. Perry is a top attorney recognized by Best Lawyers in the practice area(s) of Business Organizations (including LLCs and Partnerships), Closely Held Companies and Family Businesses Law and Tax Law. Jeffrey S., who practices law in Portland, Oregon, has been recognized since 2021. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Jeffrey S. is held by other top lawyers in the same geographic and legal practice area.
“Being sincerely invested in you and having your best interests at heart is what fuels my passion for estate planning. It takes a personal approach to create a positive experience and that is the foundation of my practice.” I feel privileged to assist with your estate planning and grateful to be allowed into your life. Experiencing a variety of life events with clients builds trust, and I am proud of the long-standing relationships I have developed over the past 23 years. I work c...
Mr. Curoe concentrates his practice primarily in representing high net worth individuals in estate planning, tax matters and business ventures. He specializes in helping wealthy individuals and business owners protect their assets, grow their businesses, and preserve a legacy for their families and charitable interests. Mr. Curoe also represents financial institutions and individual trustees on trust administration and litigation matters. He is the chair of Bodman's High Net Worth Practice Gr...
Phillip Martin is a top attorney recognized by Best Lawyers in the practice area(s) of Business Organizations (including LLCs and Partnerships), Closely Held Companies and Family Businesses Law, Litigation - Trusts and Estates, Tax Law and Trusts and Estates. Phillip, who practices law in Greenville, South Carolina, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Phillip is held by other top lawyers in the same...
Tom Daniel concentrates his law practice in federal and State tax planning, resolution of tax disputes, organization and structuring of business ventures, solving practical business legal problems, purchases and sales of businesses, structuring and acquiring real property interests, and structuring tax-advantaged means for acquiring, holding, operating and disposing of real estate and business investments. Mr. Daniel also provides estate and trust planning advice and services for his clients....
Michael Schiavone has provided legal guidance to businesses for 30 years. He concentrates his practice in the areas of business law, commercial real estate, and estate planning. Mr. Schiavone is experienced in regularly counseling clients in a wide array of legal matters, including: Commercial lending and financial transactions Mergers and acquisitions Corporate, partnership, and limited liability matters Business formation Business succession planning Contract negotiation and dispute resolut...
R. David Marchetti is a top attorney recognized by Best Lawyers in the practice area(s) of Closely Held Companies and Family Businesses Law and Trusts and Estates. R. David, who practices law in Ridgeland, Mississippi, has been recognized since 2013. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which R. David is held by other top lawyers in the same geographic and legal practice area.
Carter provides tax advice and other guidance to domestic and foreign individuals and their closely held businesses. In addition to preparing wills and a wide variety of trusts, Carter has established family limited partnerships and limited liability companies and implemented the sale of family businesses to grantor and non-grantor trusts. He has administered estates, established private foundations, advised clients on pre- and post-nuptial agreements, provided post-mortem tax planning advice...
Joshua Bennett is a top attorney recognized by Best Lawyers in the practice area(s) of Closely Held Companies and Family Businesses Law, Commercial Litigation, Insurance Law, Personal Injury Litigation - Defendants and Product Liability Litigation - Defendants. Joshua, who practices law in Winston-Salem, North Carolina, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Joshua is held by other top lawyers in the s...
Trevor A. Brown represents clients in both litigation and transactions. His real estate experience ranges from resort acquisition and development to acting as trial counsel to establish beach access rights based on Kingdom of Hawaii land use. Mr. Brown's corporate experience ranges from negotiating corporate restructurings to acting as trial counsel to force the break-up of related land development corporations. Mr. Brown counsels trustees and beneficiaries in trust matters and also represent...
Mr. Merline is a shareholder in the firm. Mr. Merline has been with the firm since 1983. He is a certified specialist in the fields of both Taxation Law, and Estate Planning and Probate Law by The Supreme Court of South Carolina. He is listed in the book The Best Lawyers in America in the following fields: Business Organizations, Closely Held Companies and Family Businesses Law, Corporate Law, Employee Benefits Law, Litigation - ERISA, Litigation - Trusts and Estates, Litigation and...
Our Methodology
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
The Process
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.