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1
High Net Worth 2022
Massachusetts Private Wealth Law
1
Band 1

3 Ranked Lawyers

About

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:

  • General counsel to wealthy individuals, their families and their businesses
  • Special planning for private equity, venture capital and hedge fund principals
  • Sophisticated planning for executives of public companies and entrepreneurs
  • Family investment entities
  • Pre-liquidity estate planning and administration
  • International estate, business and tax planning
  • Complex structures for high-net-worth families
  • Practical trust dispute resolution strategy and counseling
  • Donor and fiduciary incapacity
  • Representation of fiduciaries in dispute resolution
  • Family office services
  • Prenuptial and postnuptial agreements, and tax planning in connection with divorce

Chambers Review

Provided by Chambers
Private Wealth Law - Massachusetts
1
Band 1

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.

One source says: "They have a large professional group that I have worked with to show that they have tremendous depth and breadth of experience."

Notable practitioners

Shari Levitan is a partner at the firm and advises high net worth clients on trusts, estates and business succession planning. Levitan has a strong reputation for this work in New England.

David Scott Sloan is "simply the best," says a source; "he's trustworthy and great adviser." He advises high net worth individuals on tax planning matters. Another source adds: "David is an exceptional lawyer who has a strong command of complex, multifaceted issues. He's practical, sensible, and an absolute pleasure to work with."

Meredeth Beers' practice involves advising high net worth clients on trust and estate planning and adminstration in addition to sophisticated tax matters. "Meredeth is highly knowledgeable in the estates and trust area, a complete professional and a good friend," says a source; "she is personable and very diligent in her work. I also enjoy working with Meredeth."

Liam Crane is senior council at the firm. He advises on estate and tax planning at both the national and international level. This involves providing high net worth clients with sophisticated tax planning strategies to meet their financial goals.

Ranked Individuals at
Holland & Knight LLP

Provided by Chambers
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Massachusetts

Private Wealth Law

David Scott Sloan
1
David Scott Sloan
1
Band 1
Shari Levitan
1
Shari Levitan
1
Band 1
Meredeth Beers
3
Meredeth Beers
3
Band 3

Members

Provided by Holland & Knight LLP

Liam Crane

Nancy Hegarty

Member photo

Shari Levitan

Head of Department

Industries

Provided by Holland & Knight LLP

Family offices

Financial institutions

Private clients

Private equity principals

Trustees