Department profile
Ballard Spahr LLP

Private Wealth Law

High Net Worth Guide 2026 : Pennsylvania


Ballard Spahr LLP

Rankings

Chambers Review

Provided by Chambers

Private Wealth Law - Pennsylvania

Band 1

Band 1


What the Team is Known For

Ballard Spahr's private client services team acts for wealthy individuals on trust and estate planning, as well as gift tax planning matters. The team also advises on trust and estate administration.

Strengths

Provided by Chambers

  • Ballard Spahr are very collaborative, communicative, thoughtful, intelligent, competent and creative. In addition, they are extremely good at following up and making sure the planning is completed from all angles, not just the legal angle.

    Private Wealth Law respondentHigh Net Worth
  • Ballard Spahr commands a depth of understanding and experience of complex matters and of potential impact and consequences.

    Private Wealth Law respondentHigh Net Worth
  • Without question, Ballard Spahr are exceptional in their ability to communicate clearly, provide sensible guidance and earn the trust and confidence of their clients.

    Private Wealth Law respondentHigh Net Worth
  • Ballard Spahr handles complex client situations very well. It has a very experienced team who have very good listening and presentation skills to help clients meet their needs and understand the most appropriate path forward.

    Private Wealth Law respondentHigh Net Worth
  • Ballard's trusts and estates team are all intelligent, creative and measured. The team has the breadth of knowledge and the capabilities to handle all areas of need from tax to real estate, to litigation, to trust administration and planning.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Band 1Heike Sullivan
    Band 1Heike Sullivan

    Heike Sullivan

    Heike Sullivan is a tax and estate planning expert, and handles a range of complex matters for high net worth clients, including wills, trusts, matrimonial agreements and family business issues.
    • Heike Sullivan provides excellent service. She is very responsive to the client and to the advisers on the team. She is extremely knowledgeable and has terrific technical skills. She is also very in tune with current events and areas of expertise outside of her field.

      Private Wealth Law respondentHigh Net Worth
    • Heike Sullivan is simply the best in the business. She is highly relatable, tremendously intelligent in both EQ and IQ, fascinating as a person and unafraid to use her humanity to provide the best possible advice. She's an exceptional talent and could be the hardest-working person I know.

      Private Wealth Law respondentHigh Net Worth
    • Heike Sullivan is an excellent attorney. She is personable and can work with a wide range of clients.

      Private Wealth Law respondentHigh Net Worth
    • I work with trust and estate lawyers from all across the country. Heike Sullivan is one of the best.

      Private Wealth Law respondentHigh Net Worth
    • Heike Sullivan represents her clients with a commanding knowledge of tax law and provisions in the clients' documents. Her presence and confidence are her distinguishing features.

      Private Wealth Law respondentHigh Net Worth
  • Band 2Justin Brown
    Band 2Justin Brown

    Justin Brown

    Justin Brown advises clients on estate administration, succession planning and the creation of family partnerships and trusts. He also advises families on GST exemptions.

    • Justin Brown delivers every time. He is a subject matter expert and he is a calm, knowledgeable presence.

      Private Wealth Law respondentHigh Net Worth
  • Band 2Justin Esposito
    Band 2Justin Esposito

    Justin Esposito

    Justin Esposito frequently helps clients deal with estate planning and trust administration, charitable planning and business succession issues.

    • Justin Esposito is great to work with. He has been a great fit for our clients. We appreciate his expertise.

      Private Wealth Law respondentHigh Net Worth
    • Justin Esposito is great with technical planning details. His responsiveness and ability to get things done are second to none.

      Private Wealth Law respondentHigh Net Worth

Ranked Individuals at Ballard Spahr LLP (3)

Pennsylvania

Ballard Spahr LLP has rankings in the following guides

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