Best Lawyers Near You in Milton, Massachusetts for Trusts and Estates
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...
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 ...
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...
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.
Sara Goldman Curley is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Sara Goldman, 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 Sara Goldman is held by other top lawyers in the same geographic and legal practice area.
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.
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.
Nikki Marie Sherwood is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Nikki Marie, who practices law in Boston, Massachusetts, has been recognized since 2026. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Nikki Marie is held by other top lawyers in the same geographic and legal practice area.
Eric P. Hayes is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Eric P., who practices law in Boston, Massachusetts, has been recognized since 2022. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Eric 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...
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.
Katie L. S. Von Kohorn is a top attorney recognized by Best Lawyers in the practice area(s) of Nonprofit / Charities Law, Tax Law and Trusts and Estates. Katie L. S., who practices law in Boston, Massachusetts, has been recognized since 2022. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Katie L. S. 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.