Best Lawyers Near You in Boston, Massachusetts for Trusts and Estates
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David Scott Sloan co-chairs Holland & Knight's National Private Wealth practice. Mr. Sloan serves as general counsel to wealthy individuals, their families and their businesses. He works closely with clients throughout the United States to design and implement sophisticated strategies integral to family wealth planning. High-net-worth individuals, including principals of private equity, venture capital and hedge fund firms, private and public company executives, real estate developers, en...
Jeffrey W. Roberts is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Jeffrey W., who practices law in Boston, Massachusetts, has been recognized since 2020. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Jeffrey W. is held by other top lawyers in the same geographic and legal practice area.
Sue Abbott, a partner in Goodwin’s Trusts & Estate Planning practice, is the chair of the firm’s Exempt Organization group, former chair of the firm's Higher Education practice, and a member of the firm's Impact and Responsible Investing practice. She focuses her practice on tax-exempt organizations, probate and trust law, and estate planning, with a particular emphasis on charitable planning. She advises tax-exempt organizations on issues related to their formation, operation...
Lisa A.H. McChesney is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Lisa A.H., who practices law in Boston, Massachusetts, has been recognized since 2025. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Lisa A.H. is held by other top lawyers in the same geographic and legal practice area.
Stephanie A. Bruno is a partner in the Private Clients Group. Stephanie counsels families and individuals from the US and abroad on their estate planning needs, developing both tax-efficient and practical wealth transfer strategies. Stephanie also represents fiduciaries regarding estate and trust administration matters, with a specific focus on issues relating to charitable trusts. My focus I help families develop sophisticated estate plans tailored to meet their specific planning goals. In d...
Evelyn Moreno focuses her practice on sophisticated gift and estate tax planning and she advises personal representatives of estates and trustees of trusts. She serves as trustee of several trusts for clients and works collaboratively with other firm personnel in the trust, tax and investment groups to provide tax planning and investment advice. She counsels nonprofit organizations with respect to tax and governance matters, and she has extensive experience in the reformation and termination ...
Oliver F. Ames, Jr. is a partner whose practice is concentrated in the areas of trusts & estates and exempt organizations. Olly's practice focuses on estate planning, estate and trust administration, charitable giving and private foundation matters. In addition to having extensive experience with probate law and gift and estate tax issues, Olly frequently handles real estate and corporate matters as they relate to clients' estate planning needs. Prior to joining Casner & Edwards, LLP,...
Thomas P. Jalkut is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Thomas P., who practices law in Boston, Massachusetts, has been recognized since 1995. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Thomas P. is held by other top lawyers in the same geographic and legal practice area.
Meredeth A. Beers is a partner in the Private Wealth Services Section. Ms. Beers concentrates her practice in the areas of estate planning and administration, trust and foundation administration, and taxation. Ms. Beers is a frequent speaker at continuing legal education programs in the greater Boston area. She contributed to the 1996 Massachusetts Continuing Legal Education publication, A Practical Guide to Estate Planning in Massachusetts and to the updated publication in 2000. The material...
Sarah Connolly is a partner in the Private Clients group focusing on estate planning, wealth transfer and tax strategies. She works with clients in all phases of the life cycle who wish to transfer their assets effectively and efficiently during life or on death. What do you focus on? In my fifteen plus years of practice, I have developed three areas of focus: Estate and Tax Planning I focus on estate and tax planning for individual clients. I have extensive experience in sophisticated gift, ...
Martin Hall is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Martin, who practices law in Boston, Massachusetts, has been recognized since 2009. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Martin is held by other top lawyers in the same geographic and legal practice area.
Lawrence Cohen is a partner in Nixon Peabody LLP’s Private Clients practice group. He provides wealth management and trustee services and estate planning and administration services to high-net-worth individuals, private foundations and organizations. What do you focus on? I focus my practice on wealth management and trust administration, estate planning and estate administration, charitable planning and business succession planning. My clients are high-net-worth individuals seeking a b...
Lawrence Hunt counsels clients throughout the estate planning process, educating and guiding them through the various options that address their unique circumstances in order to realize their goals of transferring their wealth and values to the next generation. Larry is Chair of the firm's Trusts & Estates Practice Group. Larry regularly assists clients in communicating their wishes to their children and families, often participating in family discussions. He advises clients on using will...
Shari A. Levitan is a partner in Holland & Knight's Boston office and chairs the firm’s New England Private Wealth Services Group. She is widely regarded as an authority on wealth and tax planning and business succession planning matters and has been interviewed by NPR, Reuters, Financial Times and the Associated Press . Ms. Levitan’s work involves counseling high-net-worth individuals, developing and implementing tax-efficient wealth transfer strategies that are consistent wi...
Peter R.V. Brown is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Peter R.V., who practices law in Boston, Massachusetts, has been recognized since 2016. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Peter R.V. is held by other top lawyers in the same geographic and legal practice area.
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.