Best Lawyers Near You in Waltham, Massachusetts for Trusts and Estates
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,...
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 ...
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...
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...
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...
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, ...
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.
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...
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.
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...
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...
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.
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.
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.
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.