Best Lawyers Near You in Boston, Massachusetts for Trusts and Estates

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...

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,...

Deborah Anderson is a partner in the Private Clients group. She represents individuals, trusts, partnerships, limited liability companies and corporations with respect to estate, income and gift tax planning matters and trust and estate administration. What do you focus on? I focus my practice on two main areas, utilizing over twenty years of experience in these specialties, to provide an integrated approach to estate and trust practices. Estate Planning I provide estate, gift and integrated ...

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...

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...

For approximately 25 years, Steven Carr’s practice has focused on the areas of estate planning, the administration of estates and trusts, and business law, working primarily with families, high-net worth individuals, and privately held businesses. Highly experienced with the technical, sophisticated aspects of estate, business and tax planning, Steve is also skilled at guiding clients through the personal and family dynamics that can influence planning. As a trusted advisor, Steve works...

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...

Henry concentrates in all facets of estate planning, trust and estate administration, estate, gift and generation-skipping tax planning, prenuptial agreements, charitable giving planning including establishing and representing charitable trusts, foundations and other non-profit organizations.

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, ...

LISA M. CUKIER is a partner and Executive Committee member at Burns & Levinson concentrating her practice in all aspects of probate law, estate and trust litigation, fiduciary litigation, planning and litigation for blended families and same-sex couples, child custody, adoption, guardianship and conservatorship, mental health law, elder financial exploitation and disabled person advocacy. Ms. Cukier formerly served as Assistant General Counsel for the Department of Mental Health and as As...

Alyssa Fitzgerald is a counsel in the firm's Trusts and Estate Planning practice. She focuses her practice on advising tax-exempt organizations. She provides guidance to tax-exempt and taxable entities on a variety of issues ranging from formation, sale of assets, mergers, joint ventures and partnerships, foreign activities, political campaign activity and lobbying, charitable sales promotions and corporate sponsorship, planned giving and compliance with intermediate sanctions and self-dealin...

Bill Kirchick focuses on estates, trusts and business succession planning. He has extensive experience in the areas of estate planning and taxation, gift and generation-skipping transfer tax planning, probate and trust administration, and probate law, including advanced planning techniques, domicile audits and premarital agreements. His clients include owners of closely held businesses, corporate executives, self-employed professionals and families with inherited wealth. Bill has lectured on ...

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...

Lisa specializes in estate planning and estate administration, as well as estate, gift and generation-skipping transfer taxes. Her clients include high-net-worth individuals (HNWI) and family offices.

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 ...

Tim's practice is comprised of the preparation of wills, trusts and prenuptial agreements. He counsels executors and trustees and serves, himself, as an executor and/or trustee.

Jay Pabian’s practice focuses on developing effective exit planning strategies for the owners of privately-held companies. Business clients rely on Jay’s deep legal and financial background to prepare for the eventual transition of their businesses. Jay is known for his highly skilled approach to creating master plans that transition businesses while preserving and protecting important legacies and assets. In addition to his specialized focus on business succession planning and ex...

Jay Rosenbaum is a partner in Nixon Peabody's Private Clients group and the leader of the firm’s International Private Clients team. Jay represents high net worth individuals and families both in the US and around the globe. What do you focus on? Individuals and families are at the core of my practice, with a strong focus on international families. I also serve domestic high net worth families and have special experience integrating estate and business planning. International Private Cl...

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...

A member of Rubin and Rudman’s Executive Committee, Robert Vigoda focuses his own practice on high net worth families in areas such as estate planning, administration, and business succession for family owned businesses. Rob has been recognized for his experience, imagination, and strong sense of service. Rob represents some of the most financially successful entrepreneurs and families in the country. His proactive approach to identifying and implementing practical strategies has preser...

Alex Crean is an associate in Nixon Peabody’s Private Clients group. Alex focuses her practice in the areas of estate planning, estate and trust administration, and tax planning (both domestically and abroad) and in the estate, gift, generation-skipping transfer, and income tax regimes. What do you focus on? Having focused my practice on estate and trust administration in the early part of my career, I work with clients to create custom estate plans that reflect my experience and their ...

Steve focuses his practice on estate planning, helping high net worth individuals preserve and build wealth for the benefit of future generations. In particular, Steve counsels clients on minimizing income, estate, gift and generation skipping taxes, as well as succession planning for family-owned businesses. In addition to implementing wealth transfer strategies under wills and revocable trusts, Steve utilizes intentionally defective grantor trusts (IDGTs), irrevocable life insurance trusts ...

Bryce is an associate in Nixon Peabody’s Private Clients group. Bryce counsels families within the United States and abroad concerning the strategic dispositions of their assets, employing strategies that prioritize tax minimization, creditor protection, disability planning, and family wealth preservation. Bryce also serves as a fiduciary, overseeing the management and administration of estate and trust plans. What do you focus on? I assist clients in developing estate plans tailored to...

Ryan provides sophisticated estate planning to closely-held business owners as well as high net worth individuals and family offices by implementing tax-efficient intergenerational wealth transfer strategies, which include the use of split-interest trusts, qualified personal residence trusts, grantor retained annuity trusts, sales to intentionally defective grantor trusts, limited liability companies and family limited partnerships. Ryan counsels trustees and personal representatives in the a...