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Ranking tables

High Net Worth USA Private Wealth Law: Eastern Region

Work in this area includes but is not limited to: charitable planning; wealth transfer; business succession planning; estate, gift and generation-skipping transfer tax planning (in the US); life and health insurance planning; the creation and administration of trusts and estates; asset transfer; the taking-public of closely-held businesses; and structuring outward and inward investment. Contentious matters are also included, such as trusts disputes, probate contests and contested wills. In larger jurisdictions, these matters are ranked separately in a Private Wealth Disputes table.

Rankings overview for Individuals

S
Senior Statespeople
  1. William D Zabel
    William D Zabel Schulte Roth & Zabel LLP7 Years Ranked
  2. G Warren Whitaker
  3. Jonathan J Rikoon
  4. Pam H Schneider

All Individuals profiles

S
Senior Statespeople
  1. William D Zabel
    S
    William D Zabel
    Schulte Roth & Zabel LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Senior Statespeople | 7 Years Ranked
    William Zabel has extensive experience advising high net worth and ultra high net worth clients on their estate planning and tax matters.
  2. G Warren Whitaker
    Day Pitney LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Senior Statespeople
  3. Jonathan J Rikoon
    Loeb & Loeb LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Senior Statespeople
  4. Pam H Schneider
    Gadsden Schneider & Woodward LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Senior Statespeople
Star Individuals
  1. Alan S Halperin
    Alan S Halperin
    Paul, Weiss, Rifkind, Wharton & Garrison LLP
    Paul, Weiss, Rifkind, Wharton & Garrison LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Star Individuals | 7 Years Ranked
    Alan Halperin has an incredible reputation among market sources for his practice. One source says: "He is an excellent lawyer nationally. He is very smart, very insightful, and has an excellent manner with clients." Another interviewee explains: "He is such a delight to deal with. Aside from being brilliant, he's just a likeable person. I absolutely love working with him."
  2. Carlyn S McCaffrey
    Carlyn S McCaffrey
    McDermott Will & Emery LLP
    McDermott Will & Emery LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Star Individuals | 7 Years Ranked
    Carlyn McCaffrey is "really in a class of her own," says a market source, who adds: "She is the smartest and most creative lawyer I have ever met in any discipline." McCaffrey has considerable experience advising on highly sophisticated wealth planning matters. Another interviewee notes: "She is brilliant in every way."
  3. Robert C Lawrence III
    Cadwalader, Wickersham & Taft LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Star Individuals
1
Band 1
  1. Beth Shapiro Kaufman
    1
    Beth Shapiro Kaufman
    Caplin & Drysdale, Chartered
    Caplin & Drysdale, Chartered | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1 | 7 Years Ranked
    Beth Shapiro Kaufman has an incredible reputation among market sources. One market commentator enthuses: "She is an absolutely fabulous lawyer. She is so, so knowledgeable. She has really sound judgement and she's great at explaining things. She's top notch." Another interviewee says: "She is so practical, intelligent and straightforward to deal with."
  2. 1
    David J Stoll
    Milbank LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1 | 7 Years Ranked
    David Stoll "has a terrific practice," says a source, who continues: "He's practical, smart and great with clients. He's the whole package." Stoll advises on a range of matters including estate and tax planning and charitable planning. An interviewee notes: "He is a very good and thoughtful lawyer."
  3. Edward Koren
    1
    Edward Koren
    Holland & Knight LLP
    Holland & Knight LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1 | 7 Years Ranked
    Edward Koren is well recognised across the country for his considerable experience advising high net worth clients on their wealth planning. An interviewee notes: "Edward has a great book of business. He is certainly very intelligent and knows his stuff."
  4. Ellen K Harrison
    1
    Ellen K Harrison
    McDermott Will & Emery LLP
    McDermott Will & Emery LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1 | 7 Years Ranked
    Ellen Harrison is "an exceptional lawyer," says a source, who continues: "She is without a doubt one of the most knowledgeable attorneys in the private wealth space." Harrison has particular expertise advising wealthy individuals on their family office structures. An interviewee notes that "her technical skills are incredibly impressive," and another source confirms: "She is absolutely terrific. She is super creative, very strong with clients and super knowledgeable."
  5. 1
    Georgiana J Slade
    Milbank LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1 | 7 Years Ranked
    The "excellent" Georgiana Slade has a strong reputation for her experience in advising ultra high net worth clients on estate planning and tax matters. An interviewee says: "She's a great lawyer. She is one of the most experienced lawyers in this space."
  6. Joshua Rubenstein
    1
    Joshua Rubenstein
    Katten | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1 | 7 Years Ranked
    Joshua Rubenstein has an excellent reputation for advising on contentious and non-contentious aspects of private client matters. A source notes: "Josh is incredibly well known nationally as a go-to lawyer for complex and international trust and estate matters," and another interviewee says: "Josh is a very strong international trust and estate practitioner with an amazing book of clients."
  7. Leigh-Alexandra Basha
    1
    Leigh-Alexandra Basha
    McDermott Will & Emery LLP
    McDermott Will & Emery LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1 | 7 Years Ranked
    Washington, DC-based Leigh-Alexandra Basha has an impressive cross-border trusts and estate practice. A market source explains: "Leigh is an amazing lawyer when it comes to foreign assets. She is a go-to for cross-border matters."
  8. Amy Erenrich Heller
    Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1
  9. Basil P Zirinis
    Sullivan & Cromwell LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1
  10. David Pratt
    Proskauer Rose LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1
  11. Diana SC Zeydel
    Greenberg Traurig, PA | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1
  12. Jay D Waxenberg
    Proskauer Rose LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 1
2
Band 2
  1. 2
    Austin Bramwell
    Milbank LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 2 | 5 Years Ranked
    Austin Bramwell is "a thought leader," says a source, who adds: "He is absolutely amazing and dynamic." Bramwell is hugely well regarded among market sources. An interviewee enthuses: "He's super smart, super personable and such a delight. He is so collaborative and straightforward. He is fantastic."
  2. David J McCabe
    2
    David J McCabe
    Willkie Farr & Gallagher LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 2 | 7 Years Ranked
    David McCabe advises high net worth and ultra high net worth clients on complex estate and tax planning matters. A source enthuses: "David is an incredibly intelligent lawyer," and another interviewee confirms: "He is a very intelligent lawyer. He is very thoughtful, creative and very client-friendly."
  3. Marc J Bloostein
    2
    Marc J Bloostein
    Ropes & Gray LLP
    Ropes & Gray LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 2 | 7 Years Ranked
    Marc Bloostein "has a fantastic reputation," says a source. Bloostein advises on estate planning and administration and trusts. "He's a strong attorney," notes a market commentator.
  4. Dina Kapur Sanna
    Day Pitney LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 2
  5. Douglas L. Siegler
    Venable LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 2
  6. Laura M Twomey
    Simpson Thacher & Bartlett LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 2
3
Band 3
  1. Anne O'Brien
    3
    Anne O'Brien
    Caplin & Drysdale, Chartered
    Caplin & Drysdale, Chartered | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3 | 7 Years Ranked
    Anne O'Brien advises high net worth clients on estate planning and administration and trusts. She also has considerable experience advising on federal and state tax law.
  2. Christopher W Boyett
    3
    Christopher W Boyett
    Holland & Knight LLP
    Holland & Knight LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3 | 7 Years Ranked
    Miami-based Christopher Boyett is co-chair of the firm's national private wealth practice and advises wealthy individuals, their families, and businesses on estate planning and business succession. He also advises on estate and trust administration.
  3. David Scott Sloan
    3
    David Scott Sloan
    Holland & Knight LLP
    Holland & Knight LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3 | 7 Years Ranked
    David Scott Sloan is based in Boston and advises on a range of wealth planning matters. He advises on business succession planning, philanthropic giving and tax matters. Sloan co-chairs the firm's global private wealth practice.
  4. Loretta A Ippolito
    3
    Loretta A Ippolito
    Paul, Weiss, Rifkind, Wharton & Garrison LLP
    Paul, Weiss, Rifkind, Wharton & Garrison LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3 | 7 Years Ranked
    Loretta Ippolito advises ultra high net worth individuals on their estate and tax planning. She also advises on estate and trust administration.
  5. Susan C Frunzi
    3
    Susan C Frunzi
    Schulte Roth & Zabel LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3 | 7 Years Ranked
    Susan Frunzi has a "great reputation," says a source, who continues: "She is excellent. She is very smart, very collaborative and very thoughtful." Frunzi advises on a range of matters including estate planning and administration, trusts and tax matters.
  6. Brad J Richter
    Fried, Frank, Harris, Shriver & Jacobson LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3
  7. Donald Kozusko
    Kozusko Harris Duncan | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3
  8. Ivan A Sacks
    Withers Bergman LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3
  9. Ivan Taback
    Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3
  10. Lauren Detzel
    Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth PA | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3
  11. Leiha Macauley
    Day Pitney LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3
  12. Linda B. Hirschson
    Greenberg Traurig, LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3
  13. Mary Ann Mancini
    Loeb & Loeb LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3
  14. Michael Pfeifer
    Day Pitney LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3
  15. Zena Tamler
    Sullivan & Cromwell LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 3
4
Band 4
  1. David Stein
    4
    David Stein
    Withers Bergman LLP
    Withers Bergman LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4 | 7 Years Ranked
    David Stein advises on estate planning, trusts and tax planning. He also advises on philanthropic giving. Stein's clients include domestic and international high net worth individuals, public charities and private foundations.
  2. Edward J Beckwith
    4
    Edward J Beckwith
    BakerHostetler LLP
    BakerHostetler LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4 | 7 Years Ranked
    Edward Beckwith of BakerHostetler LLP is a "very, very good lawyer," says a source, who continues: "He is very knowledgeable and has strong expertise on charitable planning." Beckwith advises individuals, families and family offices on tax planning.
  3. Jonathan M Forster
    4
    Jonathan M Forster
    BakerHostetler LLP
    BakerHostetler LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4 | 7 Years Ranked
    Jonathan Forster of BakerHostetler LLP advises high net worth individuals and their families and businesses as well as family offices on a range of wealth planning techniques. He also has particular and longstanding expertise in the life insurance industry.
  4. Kimberly Cohen
    4
    Kimberly Cohen
    Ropes & Gray LLP
    Ropes & Gray LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4 | 7 Years Ranked
    Kimberly Cohen is "a very knowledgeable lawyer who advocates for her clients' best interests," explains an interviewee. Cohen advises on estate and tax planning matters. A market source says: "She is a very thoughtful and smart attorney."
  5. Martin Hall
    4
    Martin Hall
    Ropes & Gray LLP
    Ropes & Gray LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4 | 7 Years Ranked
    Martin Hall is "a go-to for charitable planning," says a source, who adds: "He is a very strong lawyer in the exempt organisations world." He is chair of the firm's private client group and advises on a range of tax and estate planning matters. A market source says: "Martin is highly regarded as a very creative planner."
  6. Shari Levitan
    4
    Shari Levitan
    Holland & Knight LLP
    Holland & Knight LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4 | 7 Years Ranked
    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.
  7. James Brockway
    Withers Bergman LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4
  8. Kevin Matz
    ArentFox Schiff LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4
  9. Nikola R Djuric
    Djuric Spratt P.A. | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4
  10. Rashad Wareh
    Kozusko Harris Duncan | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4
  11. Stephanie Heilborn
    Proskauer Rose LLP | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4
  12. Thomas W Richardson
    Arnold & Porter | Private Wealth Law: Eastern Region
    High Net Worth 2022 | Band 4