Best Lawyers Near You in Milton, Massachusetts for Trusts and Estates
Brad Bedingfield assists private foundations and public charities with navigating complex tax regulations and procedures, including receipt and disposition of complex charitable gifts and participation in innovative forms of impactful philanthropy. He also advises on governance matters, guiding charities and other nonprofits through formation, reorganizations, mergers, affiliations, and dissolutions. Additionally, Brad advises private clients on securing their long-term goals related to prese...
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...
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...
Kevin M. Meuse is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Kevin M. practices law in Boston, Massachusetts Best Lawyers has recognized Kevin M. Meuse since 2015. 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 Kevin M. Meuse is held by other lawyers.
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...
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...
Dennis Delaney is a partner and the chair of the Family Office Services Group. He has more than 25 years of experience serving high net worth clients as a family wealth advisor, personal trustee, executor, and trusted advisor. His expertise also includes complex estate planning, long-term charitable giving programs, tax matters and promoting family harmony through thoughtful planning. Dennis frequently works with clients for many years and through multiple generations, serving as their truste...
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...
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...
Brenda S. Diana is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Brenda S. practices law in Boston, Massachusetts Best Lawyers has recognized Brenda S. Diana since 2013. 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 Brenda S. Diana 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 ...
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.
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...
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...
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.
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.
