McDermott Will & Emery has an excellent reputation for its trusts and estates practice, and has a large group of attorneys in key markets across the US. A peer notes that, due to its "strong national presence," it can handle "anything that comes up, whether it is family office planning or generation-skipping transfer tax structuring."
A trusts and estates attorney says: "I always refer to McDermott as the 800-pound gorilla in the private client field. They have really strong people, and they continue to have a wide variety of people who are very active in the industry and are well respected." Another interviewee comments: "They have made a huge commitment to this space and have a huge group," while another source says: "Anybody they have associated with them is the best. Their work product is superior."
is "truly excellent,"
sources say. A peer says she is "obviously a luminary, and hard for anyone to come close to,"
while another source enthuses: "Carlyn McCaffrey is clearly the strongest legal expert in her field when it comes to UHNW estate planning and its inherent complexities. She is fiercely intelligent, hard-working, results-driven, and strategic in her approach to client matters."
is "a star,"
says a fellow estate planner. She has a wealth of experience in the trusts and estates field and is highly regarded for her knowledge of generation-skipping tax matters. "She is an absolute expert on GST - she is the go-to authority,"
reports one source. Another commentator enthuses: "She is one of the smartest people that I have ever met."
David Baker "has a reputation that is very well deserved - he is one of the best,"
says a market insider. Baker has deep expertise in private wealth disputes. "He is a brilliant lawyer and very creative - he brings a lot to the table,"
notes a peer. A source reports: "He has a breadth of knowledge; he has such an overview. He is a very skilled litigator."
advises wealthy clients on the full range of trust and estate matters, including trust administration, will preparation, and charitable planning, as well as privately held business succession issues. A commentator says that "he is very cerebral, he has years of experience and has seen it all,"
while another reports: "He is extremely well qualified and very easy to work with."
is a "truly excellent lawyer,"
reports a source, and fellow trusts and estates attorneys have "nothing but admiration for her."
Harrison handles international tax matters, as well as estate planning and administration issues. A source says she is "frighteningly brilliant - she is really something."
advises on complex estate and tax planning matters. An interviewee says: "She is outstanding. She is one of the best, no question."
Another interviewee says: "She is very direct; she has opinions and views about what the client should do and is not afraid to share those. I appreciate this and the clients appreciate it too."
is a "go-to person for international estate planning,"
says a market insider, while another interviewee reports: "She is very good at tax issues, both US and cross-border taxation."
She advises on trust and estate administration, succession planning, and pre-immigration matters. A source notes: "She has deep knowledge of highly technical issues and has a unique ability to explain such complexities in easy to understand language to a lay person."
excels in matters where there is an international dimension involved, such as US tax compliance for clients with multi-jurisdictional assets. A source says Moore "is a technical genius on all international tax issues,"
adding: "He comes up with practical solutions to technical problems which at first sight appear insurmountable."
is a "highly impressive and very capable"
estate planner who assists high net worth clients on estate and business succession planning matters, as well as estate administration. A source says: "Nicole has a brilliant mind but is also highly practical and uber-responsive."
assists clients with all aspects of estates, trusts, income tax and charitable planning matters. He is based in Chicago, and has a wealth of experience advising clients across the country on complex wealth planning and administration issues.
serves as global head of the firm's private client group. "He is very approachable, accessible and explains things in a way which lay people can understand,"
says a source, adding: "He does not fall into legalese."