Best Lawyers Near You in Salem, Massachusetts for Trusts and Estates
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...
Martin Hall is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Martin, who practices law in Boston, Massachusetts, has been recognized since 2009. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Martin is held by other top lawyers in the same geographic and legal practice area.
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.
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...
Kevin M. Meuse is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Kevin M., who practices law in Boston, Massachusetts, has been recognized since 2015. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Kevin M. is held by other top lawyers in the same geographic and legal practice area.
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 ...
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.
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...
Deborah J. Manus is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Deborah J., 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 Deborah J. is held by other top lawyers in the same geographic and legal practice area.
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 ...
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, ...
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...
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.