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About
Provided by Shari Levitan
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
High Net Worth
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.
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.
Strengths
Provided by Chambers
"Shari is always available and able to help me solve complex issues."
"Shari is just phenomenal to work with. Her knowledge and expertise is exceptional. She is extremely responsive and proactive."
"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."
"Shari is always available and able to help me solve complex issues."
"Shari is just phenomenal to work with. Her knowledge and expertise is exceptional. She is extremely responsive and proactive."
"Shari is always available and able to help me solve complex issues."
"Shari is just phenomenal to work with. Her knowledge and expertise is exceptional. She is extremely responsive and proactive."
"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."
"Shari is always available and able to help me solve complex issues."
"Shari is just phenomenal to work with. Her knowledge and expertise is exceptional. She is extremely responsive and proactive."
Articles, highlights and press releases
4 items provided by Holland & Knight LLP
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.
Holland & Knight's Shari A. Levitan Honored with "Women in Business Law" Award
Ms. Levitan was named Wealth Management Lawyer of the Year
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.
Holland & Knight's Shari A. Levitan Honored with "Women in Business Law" Award
Ms. Levitan was named Wealth Management Lawyer of the Year
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