Best Lawyers in Massachusetts, United States for Trusts and Estates
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.
Danilo Santucci is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Danilo, 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 Danilo is held by other top lawyers in the same geographic and legal practice area.
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...
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.
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...
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 ...
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.
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 top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Brenda S., who practices law in Boston, Massachusetts, has been recognized since 2013. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Brenda S. is held by other top lawyers in the same geographic and legal practice area.
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, ...
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.
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 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 ...
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...
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.