Provided by Arnall Golden Gregory LLP
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.
Provided by Chambers
Provided by Chambers
AGG exemplifies the traits of a world-class ultra-high net worth estate planning practice. They are not only skilled in their subject matter, but also extremely personable and client-centric.
They do a good job of combining the knowledge and expertise of planning with a really good bedside manner. They are a dedicated private client team with broad expertise in the firm.
AGG is recognised throughout the Southeast for being the most responsive and attentive group, and the group excels in anticipating client needs and providing proactive communication.
AGG exemplifies the traits of a world-class ultra-high net worth estate planning practice. They are not only skilled in their subject matter, but also extremely personable and client-centric.
They do a good job of combining the knowledge and expertise of planning with a really good bedside manner. They are a dedicated private client team with broad expertise in the firm.
AGG is recognised throughout the Southeast for being the most responsive and attentive group, and the group excels in anticipating client needs and providing proactive communication.
Provided by Chambers
Bertram Levy is a partner in Arnall Golden Gregory's private wealth practice. Levy handles the full suite of wealth transfer planning matters for high net worth clients.
Bert is a premier expert in the trust and estate planning industry.
Bertram has always been a trusted adviser and someone whom I can confide in knowing that I will receive the best counsel and advice that I can ask for.
Bert Levy is an experienced and sophisticated practitioner who conveys a deep level of understanding on almost any matter related to wealth and estate planning.
Jeremy Ware is an experienced attorney with expertise in tax transfer capabilities, estate and succession planning, wealth transfer strategies and charitable planning.
He has extensive trust and tax knowledge. He is able to navigate any kind of client and approach client frustrations to provide a meaningful solution.
I find Jeremy to be one of the brightest individuals I have had the opportunity to work with.
Jeremy is a leading member of the trust and estate profession and has made significant contributions to the practice.
Michael Van Cise is a highly esteemed partner at Arnall Golden Gregory and has expertise in estate and succession planning, trusts and administrative structures. He also advises on gifting from a tax perspective.
Michael is great - he always does a fantastic job executing and presenting complex estate matters in a manner that's digestible to clients.
Michael provides the highest level of client service and sophisticated business and estate planning for high net worth families and enterprises. He is committed to the long-term strategic development.
He is organised, proactive and technically strong. Michael is also always on time, responsive, and has longstanding relationships with clients.
Michael is thoughtful, communicates well and produces work product that can result in actions or next steps to be taken.
Michael is a gifted planner and excellent communicator.
Suzanne Plybon is co-chair of the private wealth practice at Arnall Golden Gregory. Plybon handles wealth transfer planning issues, including cross-border estate planning, charitable planning and business succession matters. Plybon has a strong practice and wins significant praise from the market.
She is extremely good on international elements for high net worth private clients. She is just so thoughtful in all her responses.
Her knowledge of the subject is excellent, a true expert in estate planning with a strong team and resources. She provides thorough and consistent service, and is amazing with clients.
Suzanne is a leader in Atlanta in trust and estate taxation. She has an impeccable reputation in the industry - a wonderful and caring person who takes good care of her clients.
She is known as one of the most hard-working attorneys - always available for sophisticated estate planning.
Kathryn Hecker is a strong private wealth expert. Hecker regularly advises high net worth clients on wealth transfers, succession and charitable planning matters.
She works well for younger-generation clients who need more longer-term planning and relationship building. She has great expertise in the philanthropic space.
She is an outstanding attorney and a pleasure to work with, very detail-oriented. I know I can count on Kathryn - she doesn't let anything fall through the cracks.
Kathryn is an integral part of the trust and estate profession in Georgia and the Southeast. She is dedicated to improving the practice through speaking, writing and development of best practices.
Tyson Willis was made a partner at Arnall Golden Gregory in January 2025. Willis is experienced in complex tax and asset planning for wealthy families and their businesses.
His intelligence is intimidating, but he's never sharp-elbowed. He is just naturally very intelligent and great to bounce ideas off.
Tyson is very bright and astute with technicalities of the law.
Tyson Willis is a brilliant attorney - prompt, diligent and proactive.
Provided by Arnall Golden Gregory LLP
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