Private Wealth Law

Ballard Spahr's private client services team acts for wealthy individuals on trust and estate planning, as well as gift tax planning matters. The team also advises on trust and estate administration.

"The Ballard Spahr team we work with are prepared, organised and follow through promptly."

"With the recent additions, Ballard Spahr has the depth of experience needed to handle any client situation in a timely fashion. The team consistently delivers high quality in the time promised."

"The firm were always very responsive for any client need that we contacted them on. Ballard Spahr were very collaborative. It was a very diverse and inclusive environment, from what I experienced."

"Ballard has a full team of talent, from less experienced associates to extremely knowledgeable and experienced partners. The team is extremely responsive and on top of all outstanding matters."

"The team at Ballard Spahr always uses a common sense approach in solving problems and not putting clients in risky situations."

Heike Sullivan is a tax and estate planning expert, and handles a range of complex matters for high net worth clients, including wills, trusts, matrimonial agreements and family business issues. "Heike's outstanding strength is her communication and her command of reasoning and impact." "Heike Sullivan is a consummate professional with excellent technical competence." "She is collaborative, respectful, and consistently drives results for the client through her insight and dedication." "Heike always makes herself available for consulting and client meetings, including evenings or weekends. She has a strong commitment to servicing her clients and always protecting their interests." "Heike is the entire package - smart, authentic, experienced, proactive and amazing to work with in every way."

Justin Esposito frequently helps clients deal with estate planning and trust administration, charitable planning and business succession issues. "Justin is an excellent attorney and is my go-to for all trust and estate matters."

Marilyn Sanborne is adept at handling the full range of estate planning and trust and estate administration issues. Sanborne is a senior counsel at the firm and the former head of its private client services team. "Marilyn brings her years of wisdom and insight to every client engagement. She is welcoming, collaborative and delivers value through her advice and execution." "Marilyn always focuses on looking after her clients' interests, protecting them and their confidentiality. Marilyn also knows her clients very well and forms a strong bond with them."