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Shari Levitan
Individuals profile
High Net Worth 2024
Individuals profile | High Net Worth 2024: Private Wealth Law, Private Wealth Law: Eastern Region
Shari Levitan
Ranked in 2 Practice Areas
1

Band 1

Private Wealth Law

Massachusetts

9 Years Ranked

4

Band 4

Private Wealth Law: Eastern Region

USA - Nationwide

2 Years Ranked

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. 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

Chambers Review

Provided by Chambers

HNW

Private Wealth Law - Massachusetts

1
Band 1
Individual Editorial

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.

Learn more about this team❖View ranking table

Private Wealth Law: Eastern Region - USA - Nationwide

4
Band 4
Individual Editorial

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.

View ranking table

Strengths

Provided by Chambers

Shari is always available and able to help me solve complex issues.

Private Wealth Law respondent
HNW

Shari is just phenomenal to work with. Her knowledge and expertise is exceptional. She is extremely responsive and proactive.

Private Wealth Law respondent
HNW

I think Shari is the best trust and estates attorney I have come across. She is incredibly intelligent - intellectually and emotionally. She is very responsive and a nice partner to work alongside.

Private Wealth Law respondent
HNW

Shari is always available and able to help me solve complex issues.

Private Wealth Law: Eastern Region respondent
HNW

Shari is just phenomenal to work with. Her knowledge and expertise is exceptional. She is extremely responsive and proactive.

Private Wealth Law: Eastern Region respondent
HNW

Articles, highlights and press releases

4 items provided by Holland & Knight LLP

Press Release

Twenty-Five Holland & Knight Attorneys Named Top Private Wealth Advisers by Chambers High Net Worth

Twenty-five Holland & Knight attorneys have been named leading advisers to wealthy individuals and families in the Chambers High Net Worth 2023 guide.

Jun 11, 2024
Authored by Edward Koren, Shari Levitan, William R. Mureiko, Eugenio Grageda Núñez, Kevin Packman, David Scott Sloan, David Thal, G Michael Yopp, Robert Lang, Stacie Polashuk Nelson
Press Release

Holland & Knight's Shari A. Levitan Honored with "Women in Business Law" Award

Ms. Levitan was named Wealth Management Lawyer of the Year

Jul 5, 2023
Authored by Shari Levitan
Article

Update on Massachusetts Law Concerning Discretionary Trusts and Divorce

Nov 29, 2016
Authored by Shari Levitan
Article

Beware That Your Trust May Be Treated as Your Children’s Marital Property in Divorce

Nov 29, 2016
Authored by John D Dadakis, Shari Levitan

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