Levenfeld Pearlstein is widely acclaimed for its strength in trust and estate matters. A market insider says of the team: "They are outstanding. They have a significant practice, they are knowledgeable, well regarded, current, and conduct themselves very thoughtfully and professionally."
"I believe Levenfeld Pearlstein is an exceptional firm with a wide breadth of capabilities," says a source, who adds: "They have the talent to tackle significant and complex projects. They clearly understand the importance of long-term relationship building." Another interviewee agrees: "They have a broad range of knowledge and can navigate complex issues. They are like an expert boutique but in a larger firm."
Notable practitioners
Adam Garber is
"hard-working and responsive, he will go the distance to get the work done," says a source. Another interviewee notes:
"He always seems to be one step ahead and thinking about the future impact, both immediate and long-term, of the planning he is involved in. He has great attention to detail." Garber advises clients on matters related to succession planning, and is praised for being
"highly skilled" and having
"excellent technical and interpersonal qualities." Carrie Harrington "can win over even the most difficult client, she is a calm and warm person who evokes trust from her clients," says a source. Harrington assists clients with estate planning and adminstration matters.
"Carrie is a rising star there," enthuses a market insider, who adds:
"She is unbelievably responsive, incredibly practical and down to earth with clients. She is someone I don't hesitate to recommend." Lauren Wolven is
"not just super smart, she is fun. She has great judgement and gives practical advice," enthuses one market insider. Another states:
"Everyone loves Lauren, she is a great listener and provides advice that reflects what really matters to the clients." This source continues:
"She knows her stuff and has the technical expertise to solve any problem, but her empathy really sets her apart. She takes the know-how and understands what the client really wants." Robert Romanoff is a respected trusts and estates practitioner who works with high net worth individuals and families. One source praises him as a
"great leader and a visionary." A peer supports this:
"Rob is a true leader. He is someone that those of us in the field look to. His technical skills are fantastic. His approach is really practical and thoughtful and he is very good at listening." Romanoff is also hailed as
"one of the best communicators in the business." Sheri Warsh is
"highly skilled in terms of planning strategies," says a source, who continues:
"She has the skill set but she is also very personable and sensitive to family issues." She advises wealthy individuals and families on tax and business succession planning matters. One interviewee notes:
"She is thorough, knowledgeable, a great listener and takes care of her clients." Another source comments:
"She has extremely loyal clients, they just love her." Stuart Kohn leads the firm's trusts and estates group and assists clients with business succession planning and estates and trusts administration.
"He is exceptional across the whole array of issues that affect ultra high net worth clients. He is solution-focused and I trust him implicitly," says a source. Another interviewee comments:
"He is very technical, he is very thoughtful with clients and listens to what they want to accomplish." "He has a great sense of humour, he is great at explaining strategy and concepts to clients, he understands and addresses clients' concerns," notes a market insider.
