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High Net Worth Guide 2022
Georgia Private Wealth Law
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5 Ranked Lawyers

About

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. 



Chambers Review

Provided by Chambers
Private Wealth Law - Georgia
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Arnall Golden Gregory's "team is one of the most technically skilled, proactive and client-centric trusts and estates practices in Atlanta," a source remarks, adding that: "The quality of their work is second to none, and their responsiveness and proactive delivery of new ideas and advice is extremely rare in a trust & estate practice." The firm routinely handles complex tax and business succession planning matters, among other issues.

"Arnall is one of the best groups in terms of size and depth," says another source, who continues: "They work very closely as a team." This source adds: "They have a coherent sense for changes in the law, discuss issues as a firm and come up with sophisticated responses to deal with such."

Notable Practitioners

Provided by Chambers
Bertram L Levy
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Bertram L Levy
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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
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Suzanne Plybon
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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 L Van Cise
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Michael L Van Cise
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Band 2

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
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Jeremy Ware
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Band 2

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 Baldwin Hecker
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Kathryn Baldwin Hecker
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Up and Coming

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."

Ranked Individuals at
Arnall Golden Gregory LLP

Provided by Chambers
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Georgia

Private Wealth Law

Bertram L Levy
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Bertram L Levy
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Band 1
Suzanne Plybon
1
Suzanne Plybon
1
Band 1
Jeremy Ware
2
Jeremy Ware
2
Band 2
Michael L Van Cise
2
Michael L Van Cise
2
Band 2
Kathryn Baldwin Hecker
U
Kathryn Baldwin Hecker
U
Up and Coming

Members

Provided by Arnall Golden Gregory LLP