Wealth Planning and Preservation, Private Companies, Private Wealth Services, Trusts, Estates and Fiduciary Litigation, Taxation, Family Office Services, Nonprofit and Tax-Exempt Organizations, 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. Drawing upon the vast capabilities of Holland & Knight's platform, Ms. Levitan counsels clients with multijurisdictional asset issues, such as tax planning and substantive law matters in multiple domestic and foreign jurisdictions. She has extensive experience advising clients in the areas of bioethics issues related to estate planning issues involving children born through assisted reproductive technologies (ART) and planning for same-sex couples.