Private Wealth Law

David Scott Sloan advises high net worth individuals on tax planning matters.

David is a top legal professional, nationally serving ultra high net worth clients.

David is an excellent lawyer and does complicated work.

Mark Swirbalus is well known in the Massachusetts legal community for probate litigation 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 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.

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.

Marshall Senterfitt provides litigation services for trust and estate disputes for high net worth clients. He also offers advice to beneficiaries and trustees on sophisticated trust and estate matters.

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 Crane handles a broad range of trusts and estates issues including domestic and international planning, establishing family offices and foundations.

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 Beers' practice involves advising high net worth clients on trust and estate planning and administration in addition to sophisticated tax matters.

Meredeth is incredibly knowledgeable and easy to talk to.

Meredeth is a very experienced practitioner.