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High Net Worth Guide 2022

Ranked in 2 Practice Areas

About

Provided by Shari Levitan

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.

Professional Memberships

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

Personal

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

Chambers Review

Provided by Chambers

High Net Worth

Private Wealth Law - Massachusetts
1
Band 1

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.


Private Wealth Law: Eastern Region - USA
4
Band 4

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.

Discover other Individuals at
Holland & Knight LLP

Provided by Chambers
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California

Private Wealth Disputes

1
Vivian L. Thoreen
1
Band 1
Stacie Polashuk Nelson
2
Stacie Polashuk Nelson
2
Band 2
Robert Barton
3
Robert Barton
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Connecticut

Private Wealth Law

David Thal
3
David Thal
3
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Florida

Private Wealth Disputes

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2
Robert Lang
2
Band 2
Private Wealth Law

Christopher W Boyett
1
Christopher W Boyett
1
Band 1
Edward Koren
1
Edward Koren
1
Band 1
Kevin Packman
2
Kevin Packman
2
Band 2
Stewart L Kasner
3
Stewart L Kasner
3
Band 3
Patrick C. Emans
U
Patrick C. Emans
U
Up and Coming

Global-wide

Private Aircraft

John Hoover
2
John Hoover
2
Band 2
Juan Carlos Ferrer
2
Juan Carlos Ferrer
2
Band 2
Robert Ricketts
2
Robert Ricketts
2
Band 2
John F Pritchard
3
John F Pritchard
3
Band 3

Massachusetts

Private Wealth Law

David Scott Sloan
1
David Scott Sloan
1
Band 1
Shari Levitan
1
Shari Levitan
1
Band 1
Meredeth Beers
3
Meredeth Beers
3
Band 3

Mexico

Private Wealth Law

Eugenio Grageda Núñez
2
Eugenio Grageda Núñez
2
Band 2

New York

Private Wealth Law

Mark Haranzo
3
Mark Haranzo
3
Band 3

Oregon

Private Wealth Law

Joshua Husbands
1
Joshua Husbands
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20 of 29 results