Best Lawyers Near You in Milton, Massachusetts for Trusts and Estates
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.
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.
Caitlin Glynn is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Caitlin practices law in Boston, Massachusetts Best Lawyers has recognized Caitlin Glynn since 2027. 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 Caitlin Glynn is held by other lawyers.
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...
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.
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...
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.
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 ...
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...
Sara Goldman Curley is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Sara Goldman practices law in Boston, Massachusetts Best Lawyers has recognized Sara Goldman Curley 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 Sara Goldman Curley 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,...
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...
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.
