Department profile
Morgan, Lewis & Bockius LLP

Private Wealth Law

High Net Worth Guide 2026 : Massachusetts


Morgan, Lewis & Bockius LLP

Rankings

Chambers and Partners

Ranked Individual

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Chambers Review

Provided by Chambers

Private Wealth Law - Massachusetts

Band 2

Band 2


What the Team is Known For
Morgan, Lewis & Bockius advises high net worth clients on trust and estate matters. Its team members also handle business succession planning work.
Strengths

The firm is knowledgeable in sophisticated estate planning matters and is timely and organised.

For some of the most nuanced specific issues, I trust them to handle all complex and sophisticated matters.

Morgan, Lewis and Bockius ably, effectively and efficiently handles our legal needs.

Notable practitioners
Sara Wells

Sara Wells advises ultra-wealthy clients on estate and trust planning and administration, as well as gift tax planning. She is also the founder of the Trusts and Estates Consortium, and she is on the board of the Morgan Lewis Foundation.

Sara is excellent and clients really like working with her.

Sara is remarkable. She really listens and makes sure she understands what clients want. She is also thoughtful, thinks outside the box and is extremely efficient.

Sara is incredibly knowledgeable, thoughtful and responsive.

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Ranked Individuals at Morgan, Lewis & Bockius LLP (1)

Massachusetts

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