Best Lawyers in America for Trusts and Estates

Aaron P. Snellenbarger is a top attorney recognized by Best Lawyers in the practice area(s) of Trusts and Estates. Aaron P., who practices law in Indianapolis, Indiana, has been recognized since 2025. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Aaron P. is held by other top lawyers in the same geographic and legal practice area.

Trust, estate, business and tax planning attorney Jim Robinson takes a personal interest in the clients he represents, and is appreciated for his dedication to serving as a trusted adviser who cares about their businesses, family and goals for the future. Jim concentrates his practice on estate and corporate planning, working with families and closely held businesses on issues that range from the routine to the complex and involving succession, estate and gift, and sophisticated tax planning,...

Joseph Demko is a top attorney recognized by Best Lawyers in the practice area(s) of Tax Law and Trusts and Estates. Joseph, who practices law in Clayton, Missouri, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Joseph is held by other top lawyers in the same geographic and legal practice area.

Mrs. Monroe is an Associate in the firm. Mrs. Monroe has been with the firm since 2001. She is listed in the book The Best Lawyers in America in the fields of Business Organizations and Closely Held Companies and Family Businesses Law. She received her Bachelor of Arts Degree, cum laude, from the Bowdoin College, her Juris Doctor Degree, cum laude, from the University of South Carolina School of Law, and her Master of Laws in Taxation Degree from the New York University School of Law. She is ...

Jennifer M. Spitz is a top attorney recognized by Best Lawyers in the practice area(s) of Tax Law and Trusts and Estates. Jennifer M., who practices law in Longmont, Colorado, has been recognized since 2009. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Jennifer M. is held by other top lawyers in the same geographic and legal practice area.

Ty represents individuals, banks and trust companies in estate and trust matters. His work involves sophisticated tax planning in the estate and gift tax and fiduciary income tax areas, including litigating those issues on behalf of his clients. Before joining Sullivan, Ty was a partner with Dewey & LeBoeuf.

Jane Higgins Marx joined Carlile Patchen & Murphy LLP in August 2000 and practices estate and business planning, probate, probate litigation, business succession planning and elder law. Jane counsels individuals, business owners, executives and caregivers on matters of estate planning, estate and gift taxation, income taxation of trusts and estates, charitable giving, business succession and probate. She provides comprehensive planning for disability, including counseling on special needs...

Diana S.C. Zeydel focuses her practice on estate, trust and tax planning for high net worth individuals and families. Her practice includes planning for U.S. and non-U.S. citizens and residents. She specializes in sophisticated intra-generational wealth transfer strategies and business succession planning. She assists clients in litigated probate, trust and guardianship matters, and represents clients before the Internal Revenue Service in matters involving complex fiduciary income tax and es...

Anthony Guettler is a top attorney recognized by Best Lawyers in the practice area(s) of Tax Law and Trusts and Estates. Anthony, who practices law in Vero Beach, Florida, has been recognized since 2024. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which Anthony is held by other top lawyers in the same geographic and legal practice area.

Stanley Neeleman practices law in the areas of federal taxation, estate planning and business planning. Mr. Neeleman received the Federal Bar Association award for significant contributions to the development and practice of federal law and was selected by the Utah State Bar Tax Section as Tax Practitioner of the Year. He has served as Professor-in-Residence and Acting Assistant to the Commissioner at the National Office of the Internal Revenue Service (IRS). He has authored books and article...

Susan Holzman focuses primarily on estate planning and administration, estate and gift taxation, and income taxation of individuals and entities. Her experience includes tax and estate planning for business executives, professionals, and high net worth owners of closely-held businesses and their families. She provides customized advice concerning business succession planning, the implementation of lifetime gift programs, and intra-family sales, and she drafts and negotiates premarital agreeme...

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...

Gabrielle Vidal is co-chair of Loeb & Loeb’s Trust and Estate Litigation Practice. She concentrates on high-net-worth trust, probate, conservatorship, and guardianship litigation, and is known for her success at trial in high profile private wealth disputes. Most recently, she served as lead trial counsel to Sumner Redstone, controlling shareholder of Viacom Inc. and CBS Corp., securing complete dismissal of the matter after the first day of trial. Cited by The Wall Street Journal a...

Colonel Betz focuses his practice on personal, tax and estate planning for individuals and families as well as the representation of fiduciaries in estate and trust administration. He advises clients on a broad range of basic and sophisticated estate planning strategies, estate and trust administration issues, probate, estate and trust dispute resolution matters, and the preparation of gift and estate tax returns. His practice includes planning for executives, business owners and multigenerat...

Firm Background: The Peithmann Law Office was founded in Farmer City in 1948 by Ortheldo A. Peithmann and his CPA wife, Winona C. Peithmann, as a general practice law firm with a tilt toward municipal law, farm estate planning and tax matters. Bill Peithmann joined the firm in 1985 after a stint as international corporate counsel in California. In May, 2012, the firm re-located 15 miles east to Mahomet, Illinois, where Bill and his wife Lisa have lived since 2006. Durable, Capable, Reliable: ...

David L. Bourland is a top attorney recognized by Best Lawyers in the practice area(s) of Tax Law and Trusts and Estates. David L., who practices law in Memphis, Tennessee, has been recognized since 2016. This recognition is based on an exhaustive peer-review survey, reflecting the high esteem in which David L. is held by other top lawyers in the same geographic and legal practice area.