Provided by Shari Levitan
Wealth Planning and Preservation, Private Companies, Private Wealth Services, Trusts, Estates and Fiduciary Litigation, Taxation, Family Office Services, Closely Held Business Disputes
Shari A. Levitan is a partner in Holland & Knight's Boston office and chairs the firm's New England Private Wealth Services Group. She is widely regarded as an authority on wealth and tax planning and business succession planning matters and has been interviewed by NPR, Reuters, Financial Times and the Associated Press. Ms. Levitan's work involves counseling high-net-worth individuals, developing and implementing tax- efficient wealth transfer strategies that are consistent with their personal philosophies and objectives, advising private company owners and public company executives in business matters related to their personal planning, and representing institutions and individuals who serve as trustees in disputes with co-fiduciaries and beneficiaries.
The Best Lawyers in America guide, Trusts and Estates, 2006-2022; Litigation – Trusts and Estates, 2011-2022; Wealth Management Lawyer of the Year, Euromoney Legal Media Group Women in Business Law Americas Awards, 2021; Massachusetts Super Lawyers magazine, 2004- 2021
American College of Trust and Estate Counsel, Fiduciary Litigation, Estate and Gift Tax Committees and Task Force on Estate Planning and Family Law; Massachusetts Continuing Legal Education Estate Planning Curriculum Advisory Committee
High Net Worth
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 Levitan advises ultra high net worth clients on business succession and tax planning matters. Her clients include domestic and international wealthy individuals, and individual and institutional trustees.
Articles, highlights and press releases
2 items provided by Holland & Knight LLP