Chambers Review
Provided by Chambers
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
Provided by Chambers
Holland & Knight is a prominent national law firm with experience in fiduciary matters and fiduciary litigation.
Holland & Knight has a good bench in Boston and very talented attorneys in other offices around the US.
Holland & Knight is a prominent national law firm with experience in fiduciary matters and fiduciary litigation.
Holland & Knight has a good bench in Boston and very talented attorneys in other offices around the US.
Provided by Chambers
David is a top legal professional, nationally serving ultra high net worth clients.
David is an excellent lawyer and does complicated work.
Mark is wonderful to work with. He is smart, responsive and willing to consider others' opinions.
Mark has command of the material and provides a valuable perspective, giving practical advice. He has the ability to get along well with opposing counsel and co-counsel, and that can be important.
Mark is an expert in the field. I trust his judgement completely.
It's a joy to work with Mark, who is able to distil complex and emotional family disputes into precise areas of legal dispute that can be managed, addressed and resolved.
Shari is always available and able to help me solve complex issues.
Shari is just phenomenal to work with. Her knowledge and expertise is exceptional. She is extremely responsive and proactive.
I think Shari is the best trust and estates attorney I have come across. She is incredibly intelligent - intellectually and emotionally. She is very responsive and a nice partner to work alongside.
I have worked with Marshall several times. He has been an exceptionally good attorney on each and every matter. He is creative, thoughtful and responsive.
Marshall is able to anticipate potential challenges and disputes, and advise appropriate mitigation and prevention strategies that can avoid further or more protracted disputes.
Liam is a standout attorney. He does a great job with clients who need sophisticated tax advice and doesn't overcomplicate planning. I would not hesitate to recommend him to any client.
Meredeth is incredibly knowledgeable and easy to talk to.
Meredeth is a very experienced practitioner.
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