Best Boston, Massachusetts Trusts and Estates Lawyers
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...
Thomas P. Jalkut is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Thomas P. practices law in Boston, Massachusetts Best Lawyers has recognized Thomas P. Jalkut since 1995. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Thomas P. Jalkut is held by other lawyers.
Jeffrey W. Roberts is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Jeffrey W. practices law in Boston, Massachusetts Best Lawyers has recognized Jeffrey W. Roberts since 2020. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Jeffrey W. Roberts is held by other lawyers.
Peter R.V. Brown is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Peter R.V. practices law in Boston, Massachusetts Best Lawyers has recognized Peter R.V. Brown since 2016. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Peter R.V. Brown is held by other lawyers.
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,...
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...
Danilo Santucci is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Danilo practices law in Boston, Massachusetts Best Lawyers has recognized Danilo Santucci since 2026. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Danilo Santucci is held by other lawyers.
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 ...
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 ...
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...
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 ...
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...
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...
Katie L. S. Von Kohorn is a lawyer recognized by Best Lawyers in the practice areas of Nonprofit / Charities Law, Tax Law and Trusts and Estates. Katie L. S. practices law in Boston, Massachusetts Best Lawyers has recognized Katie L. S. Von Kohorn since 2022. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Katie L. S. Von Kohorn is held by other lawyers.
