Best Winchester, Massachusetts Trusts and Estates Lawyers
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...
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 ...
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 ...
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, ...
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.
Lisa A.H. McChesney is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Lisa A.H. practices law in Boston, Massachusetts Best Lawyers has recognized Lisa A.H. McChesney since 2025. 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 Lisa A.H. McChesney is held by other lawyers.
Meghan E. McCullen is a lawyer recognized by Best Lawyers in the practice areas of Litigation - Trusts and Estates, Tax Law and Trusts and Estates. Meghan E. practices law in Boston, Massachusetts Best Lawyers has recognized Meghan E. McCullen since 2022. 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 Meghan E. McCullen is held by other lawyers.
Katelyn Youssef is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Katelyn practices law in Boston, Massachusetts Best Lawyers has recognized Katelyn Youssef since 2026. 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 Katelyn Youssef is held by other lawyers.
Kaitlyn B. Greene is an associate in Nixon Peabody’s Private Clients group. Kaitlyn focuses her practice in the areas of estate planning, tax planning and estate and trust administration. My focus I work with clients to develop custom estate plans that include drafting of wills, durable powers of attorney, health care proxies, revocable trusts, irrevocable life insurance trusts and gifting trusts. Each plan is specifically tailored to meet the unique needs and desires of the individual ...
Alex Crean is an associate in Nixon Peabody’s Private Clients group. Alex focuses her practice in the areas of estate planning, estate and trust administration, and tax planning (both domestically and abroad) and in the estate, gift, generation-skipping transfer, and income tax regimes. What do you focus on? Having focused my practice on estate and trust administration in the early part of my career, I work with clients to create custom estate plans that reflect my experience and their ...
Craig Cataldo is a lawyer recognized by Best Lawyers in the practice area of Trusts and Estates. Craig practices law in Boston, Massachusetts Best Lawyers has recognized Craig Cataldo since 2026. 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 Craig Cataldo is held by other lawyers.
Natalie S. Chaudhury is a lawyer recognized by Best Lawyers in the practice areas of Nonprofit / Charities Law and Trusts and Estates. Natalie S. practices law in Boston, Massachusetts Best Lawyers has recognized Natalie S. Chaudhury since 2024. 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 Natalie S. Chaudhury is held by other lawyers.
