Provided by Holland & Knight LLP
Lawyers in the Boston office assist Ultra High Net Worth clients in all areas of wealth succession planning, including wealth transfer and preservation strategies as well as philanthropy. The group works with individuals, closely held businesses and family offices, and also represents trustees in fiduciary disputes.
Particular strengths of the Holland & Knight team in Massachusetts include:
Provided by Chambers
Holland & Knight has a nationally renowned private wealth planning practice which is highly rated in Massachusetts. Its attorneys also represent high net worth clients in high value trust and estate disputes.
Provided by Chambers
The Holland & Knight team is thorough, proactive and has subject matter expertise. They have always been able to assist us with any matter that has arisen.
The team's experience, training and bedside manner were all in the top percentile of my experience.
The attorneys at Holland & Knight are not just good litigators but have a depth of knowledge in the subject matter of trusts and estates.
They are definitely my go-to for private wealth disputes in Massachusetts.
Every member of the Holland & Knight office is talented and dedicated to a high level of service.
The Holland & Knight team is thorough, proactive and has subject matter expertise. They have always been able to assist us with any matter that has arisen.
The team's experience, training and bedside manner were all in the top percentile of my experience.
The attorneys at Holland & Knight are not just good litigators but have a depth of knowledge in the subject matter of trusts and estates.
They are definitely my go-to for private wealth disputes in Massachusetts.
Every member of the Holland & Knight office is talented and dedicated to a high level of service.
Provided by Chambers
David Scott Sloan advises high net worth individuals on tax planning matters. David is also the co-chair of Holland & Knight's global private wealth services practice group.
David Sloan is the top in his field. I highly recommend him.
Mark Swirbalus is well known in the Massachusetts legal community for probate litigation work. His practice also focuses on trust and estate disputes and his work is often multi-jurisdictional, particularly across Massachusetts and New York.
Mark is great. He is sharp and has good insights into strategy. He is also always very responsive and very helpful.
Mark Swirbalus is super smart and has a great demeanour.
Mark has a very good eye on how to work through and negotiate contentious issues. He keeps the focus on what is important.
Mark is the best fiduciary litigator in the country. He is simply superb in every category.
Shari Levitan is a partner at the firm and advises high net worth clients on trusts, estates and business succession planning. Levitan also chairs Holland & Knight's New England private wealth services group.
Shari is very good at negotiating with the other side. She is reasonable but firm and can get good results for a mutual resolution. She has helped us on many complex issues.
Shari presents well, she is smart and she is a good writer.
Shari brings a technical expertise and depth of experience that is unparalleled.
Marshall Senterfitt provides litigation services in trust and estate disputes for high net worth clients. He also offers advice to beneficiaries and trustees on sophisticated trust and estate matters.
Marshall is intelligent, thoughtful and always does what is best for the client in the particular situation.
Marshall has an incredible ability to follow up. He is extremely organised.
Marshall is an exceptional attorney. I am confident in his abilities to effectively represent me.
Liam is a talented attorney advising on sophisticated planning with a thoughtful and holistic approach.
We are tremendously pleased and fortunate to have chosen Liam Crane to guide the client's planning and execution.
Provided by Holland & Knight LLP
Nancy Hegarty
Head of Department
Provided by Holland & Knight LLP
Family offices
Financial institutions
Private clients
Private equity principals
Trustees