Morgan, Lewis & Bockius LLP

Private Wealth Law Department

Massachusetts
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Morgan Lewis is a well-established firm in this market. The team offers guidance to domestic and offshore individuals and families on estate planning, trust decanting and the administration of trusts and estates.

"As a team they're known for doing high-value work," says a local expert.

Notable practitioners

George Mair is a tax specialist and can guide high net worth clients through the most complex tax-related trust and estate issues. He is widely considered to be an exceedingly technically capable tax and estate planning attorney.

Sara Wells has expertise in estate administration and gift and estate tax planning. "She's a very good estate planning attorney," says one interviewee. "She's a go-getter," says another, "an up-and-comer who's very bright and personable." A satisfied client recalls being "impressed with her thoughtfulness, her ability to listen and her ability to understand and develop smart ways to achieve what we were setting out to do. I'm totally confident that when she agrees to do something it's going to hold up. When she tells me she's going to have something done by a certain date, she'll have it done."

Thomas Peckham "does complicated estate and tax planning," says a source. A lawyer recalls Peckham as being "superb," continuing: "He's super technical and has done a really terrific job of being a can-do lawyer and figuring out how to make a transaction work. He's been involved in high-conflict situations where he has had great diplomatic skills. He's been able to bring people together by very methodically figuring out the points of common interest." An adviser summarises: "He's one of the giants of this area of law. The client we share trusts him 100% and for good reason: he's a very good lawyer."