Private Wealth Law: Eastern Region | High Net Worth

Warren Whitaker is of counsel at the firm and has considerable experience advising wealthy clients on their estate and tax planning.

Jonathan Rikoon has extensive experience advising high net worth individuals on their estate and tax planning matters.

William Zabel has extensive experience advising high net worth and ultra high net worth clients on their estate planning and tax matters.

Alan Halperin has a very strong reputation in private wealth, with a broad focus on estate planning, tax-related work and estate administration.

Carlyn McCaffrey in New York has considerable experience advising on highly sophisticated wealth planning matters. McCaffrey is one of the most highly respected tax and trusts experts in New York and across the country.

David Pratt is chair of the private client services department at Proskauer Rose and has a strong national reputation in private wealth.

Robert Lawrence of Cadwalader, Wickersham & Taft LLP has an excellent reputation for his work with ultra high net worth individuals and their businesses.

Amy Erenrich Heller advises ultra high net worth individuals on wealth preservation.

Austin Bramwell is co-practice group leader of Milbank's trusts, estates and exempt organisations group. Bramwell has extensive experience in the trusts and estates space nationally.

Beth Shapiro Kaufman of Lowenstein Sandler has an incredible reputation among market sources, with particular expertise in complex tax matters relating to trust and estates work.

Dina Kapur Sanna has an impressive international practice, with particular expertise in wealth management structures. Sanna also advises clients wishing to relocate to the USA on pre-immigration planning.

Edward Koren is well recognised across the country for his considerable experience advising high net worth clients on their wealth planning.

Ellen Harrison has particular expertise in advising high net worth individuals on their family office structures.

Georgiana Slade has a strong reputation for her experience in advising ultra high net worth clients on estate planning and tax matters.

Jay Waxenberg advises on complex wealth planning matters, estate planning, tax-related work, and trust and estate administration.

Joshua Rubenstein has an excellent reputation for advising on contentious and non-contentious aspects of private client matters. Much of Rubenstein's work is cross-border in scope.

Leigh-Alexandra Basha has an impressive cross-border trusts and estate practice. Basha is best known for pre-immigration planning and complex international tax compliance matters for international clients.

David McCabe advises high net worth and ultra high net worth clients on complex estate and tax planning matters.

Ivan Taback advises wealthy clients on a range of matters including estate and trust administration, charitable planning and tax matters. Taback has considerable experience advising the owners of closely held businesses on their succession planning.

Laura Twomey of Simpson Thacher & Bartlett LLP has strong expertise in complex tax planning matters.

Anne O'Brien of Caplin & Drysdale advises high net worth clients on estate planning and administration and trusts. She also has considerable experience advising on federal and state tax law.

Brad Richter of Fried, Frank, Harris, Shriver & Jacobson LLP advises on complex estate and tax planning matters.

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. Boyett also advises on estate and trust administration.

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.

Ivan Sacks advises on estate and tax planning and trust administration. His clients include closely held business owners, family offices and charitable foundations.

Kimberly Cohen of Choate Hall & Stewart advises on a wide range of complex estate and tax planning matters.

Leiha Macauley advises on estate and tax planning and charitable planning. Macauley also regularly acts as a fiduciary.

Loretta Ippolito advises ultra high net worth individuals on their estate and tax planning. She also advises on estate and trust administration.

Marc Bloostein of Choate Hall & Stewart advises on sophisticated estate planning and administration and trusts.

Martin Hall is chair of the private client group at Hall & Diana and advises on a range of tax and estate planning matters.

Mary Ann Mancini advises on a range of wealth planning matters but is especially well regarded for her insurance work practice.

Susan Frunzi advises on a range of matters including estate planning and administration, trusts and tax matters.

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.

Dean Berry of Cadwalader, Wickersham & Taft LLP enjoys a strong reputation for his expertise in wealth planning. He also acts for domestic and international clients on a variety of trust and estate matters.

Edward Beckwith of BakerHostetler advises individuals, families and family offices on tax planning.

Jonathan Forster of BakerHostetler advises high net worth individuals and their families and businesses as well as family offices on a range of wealth planning techniques. Forster also has particular and long-standing expertise in life insurance planning.

Kevin Matz advises clients on a range of wealth transfer matters including tax planning, estate planning and trusts. He also advises on charitable planning and estate administration.

Nikola Djuric of Djuric Spratt P.A. is based in Atlanta and advises wealthy clients on estate planning and administration, trusts and tax matters. He also has experience in fiduciary litigation.

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.

Stephanie Heilborn heads the firm's international private client services group and advises domestic and international high net worth individuals on estate and tax planning.

Thomas Richardson of Arnold & Porter advises on a range of wealth planning matters and remains well regarded in the sector.