DEPARTMENT PROFILE

Arnall Golden Gregory LLP

Private Wealth Law

5 ranked individuals

Band 1

Georgia

High Net Worth 2021 View ranking table

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department information

Ranked Individuals

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Arnall Golden Gregory's "phenomenal" private wealth team advises high net worth clients on estate planning and administration and fiduciary litigation. The team has strong international capabilities.

The firm has an extremely good reputation in the market for the depth and breadth of its team. A source says: "They are excellent, the group is large and there's a lot of depth there. Any question I have, whether dealing with retirement benefits or international work, I can always call them."

Notable practitioners

Bertram Levy is extremely well regarded within the trusts and estates community in Georgia. A source says: "Bert has some of the very best attention to detail of any attorney. He is a great lawyer but, even better, he is the best at understanding the full family picture and dynamics." Another interviewee notes: "He is technically very sophisticated."

Jeremy Ware advises domestic and international high net worth clients on their wealth transfer planning. A source explains: "Jeremy is an outstanding technical attorney. For really complicated families he is great at simplifying things, he is an outstanding planner." Another interviewee notes: "He is fantastic - very knowledgeable, super smart and efficient."

Kathryn Baldwin Hecker advises wealthy clients on complex estate planning and tax matters. A source explains: "She is very attentive to detail. She is also good at holding clients' hands." Other interviewees says: "She is incredibly bright," "very thorough and very knowledgeable."

Michael Van Cise advises high net worth clients on wealth transfer matters including succession planning and tax matters. A source says: "Intellectually, he is top of the class." Another interviewee comments: "He is very responsive, very detail-oriented and thoughtful."

Suzanne Plybon advises wealthy clients on a range of wealth preservation matters including estate administration and charitable planning. A source says: "She is very smart. She's very articulate, very helpful and professional. She is as good as they get." Another interviewee notes: "Her focus on the international estate planning area is great."

Department Information

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Overview

AGG's Private Wealth practice meets the complex wealth transfer needs of ultra-high net worth individuals and families. Because of this exclusive focus, the team brings a unique depth of experience to bear on the complex issues facing these clients. In addition to handling wills and estate administrations, they advise on all aspects of estate planning with sophisticated strategies to accomplish large wealth transfers, including prior to initial public offerings and sales of closely-held businesses. They are experienced in charitable giving, including the creation of family foundations, and assist international clients on complex estate planning needs. AGG's attorneys regularly lecture at professional conferences and have written extensively in significant national publications including Trusts & Estates, and Estate Planning and have co-authored the definitive treatise on estate planning and estate administration in Georgia. AGG's Private Wealth attorneys have expertise in many related issues, including securities law, venture capital transactions, partnership taxation, real estate law, and estate litigation.