High Net Worth
Practice Areas
Wealth Planning and Preservation, Private Companies, Private Wealth Services, Trusts, Estates and Fiduciary Litigation, Taxation, Family Office Services, Closely Held Business Disputes
Career
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. Ms. Levitan is admitted to the bar in Massachusetts and Arizona.
Professional Memberships
The Best Lawyers in America guide, Trusts and Estates, 2006-2024; Litigation – Trusts and Estates, 2011-2024; Wealth Management Lawyer of the Year, 2021; Euromoney Legal Media Group Women in Business Law Americas Awards, 2021; Massachusetts Super Lawyers magazine, 2004- 2023; Chambers High Net Worth guide, Private Wealth Law: Massachusetts, 2016-2020, 2022.
Personal
American College of Trust and Estate Counsel (ACTEC), Fiduciary Administration Committee; Fiduciary Litigation Committee; Task Force on Estate Planning and Family Law; Massachusetts Continuing Legal Education Estate Planning Curriculum Advisory Committee
