Bertram Levy "is excellent and well known in the community," says an interviewee, while another adds: "Bert is the best listener and adviser I have worked with." He handles the full suite of wealth transfer planning matters for high net worth clients. "He truly cares about his clients," says a market commentator, and another says: "He is a sophisticated lawyer with the ability to plan for the long haul."

Suzanne Plybon "is a superb practitioner and a leader in the trusts and estates field," says an interviewee, who adds: "She's incredibly client-focused, with a willingness to deliver the appropriate advice in any client situation. She is extremely ethical." She handles a wide array of wealth transfer planning issues, including cross-border estate planning, charitable planning and business succession matters.

Michael Van Cise is an "extremely personable lawyer that is able to communicate complex issues in a straightforward manner," an interviewee remarks, while another source explains: "He is very aware of the existing tax and estate planning issues, as well as future potential law changes." A third market commentator says: "Michael is highly responsive and sophisticated."

Jeremy Ware "is one of the top estate planning attorneys in the South," says a market commentator, who adds: "He is very good at communicating with clients and their advisers." "He has helped me navigate many complex trust and estate issues," says another source, while a third interviewee asserts: "Jeremy is extremely thoughtful, cool, level-headed and pragmatic in his approach to client situations, in addition to his top-class technical skills."

Kathryn Hecker is considered to be "one of the smartest attorneys in the South," says a market commentator. "Kathryn is a leader and one of the best here, period," says another source, who adds: "Clients respect her intellect and know that she's the real deal."