DEPARTMENT PROFILE

Holland & Knight LLP

Private Wealth Law

3 ranked individualsBand 1MassachusettsHigh Net Worth 2020 View ranking table
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Ranked Individuals
chambers review
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Ranked Individuals

Chambers Review

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Holland & Knight is one of the relatively few large law firms in the US to have a truly national trusts, estates and private client practice, and the firm's private wealth services group has a deep bench of attorneys in the Boston office. The lawyers often advise ultra-wealthy clients on domestic and international wealth planning and transfer issues, cross-border tax planning and related matters.

One interviewee praises the firm for its "attention to detail," and describes it as "focused, client-centric, with good partners, diverse and with an excellent national network." The firm is also said to be "uniquely situated to handle complex litigation involving trusts and estates" in Massachusetts. A source says: "Holland & Knight would be my recommendation for anyone looking to update or develop a long-range estate plan and know you not only have highly competent counsel but also lifelong partners that are able to also provide appropriate counsel to family members long after your passing."

Notable practitioners

David Scott Sloan is joint leader of Holland & Knight's global private wealth services practice, and a well-regarded estate planner with an impressive client base. "He collaborates well with other attorneys - he gives his team space to breathe but steps in when necessary," reports a client, adding: "He can manage a large, multidisciplinary team very efficiently, but can also handle complex matters himself very effectively." This client also says that "his breadth of knowledge across multiple practice areas is impressive. He understands how all the minute pieces fit together and can think creatively to solve any problem. He also has the credibility to sit in a room with anyone and make progress."

One client says private wealth services partner Meredeth Beers is "an exceptional trust attorney who has considerable experience working with high net worth clients as well as extended family members. Our family has come to value her sound judgement as well as appreciating her significant value-add in all related matters." This client also says that Beers is "thoughtful, respectful, extremely timely and displays both outstanding knowledge in her field but also an ability to connect with family members that has made these matters smooth and enjoyable." The client sums up by saying: "This has been among the best professional services arrangements in my career."

Shari Levitan leads the private wealth services department in the New England region. She handles non-contentious estate planning and wealth transfer matters as well as trusts and estate disputes work. One source praises her "great bedside manner" with clients, and says she has "great attention to detail" on these matters. "She is amazing," enthuses another interviewee, adding: "She is my go-to person with respect to international work, and she is willing to talk and work through any questions I have."

Department Information

This content is provided by Holland & Knight LLP.

Overview

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

Members

Levitan, Shari (Head of Department)

Beers, Meredeth

Crane, Liam

Hegarty, Nancy

Sloan, David Scott

Industries

Family offices

Financial institutions

Private clients

Private equity principals

Trustees

Private Wealth Law Department

Holland & Knight LLP

firm
Department location

10 St. James Avenue

11th Floor

Boston

Massachusetts

USA

MA 02116

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Ranked Individuals

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Massachusetts

Private Wealth Law


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