Ranking tables

Private Wealth Law: Eastern Region | High Net Worth

USA - Nationwide

Our Private Wealth Law: Eastern Region rankings table identifies the leading professional advisers to the Private Wealth market in USA - Nationwide. Our research into the top ranked firms below provides you with the relevant information required when looking to procure legal or other advisory services.

Rankings overview for Individuals

All Individuals profiles

S

Senior Statespeople

  1. S
    G Warren Whitaker
    Day Pitney LLP
    Day Pitney LLP | Private Wealth Law: Eastern Region
    2024 | Senior Statespeople | 9 Years Ranked
    Warren Whitaker is of counsel at the firm and has considerable experience advising wealthy clients on their estate and tax planning.
  2. Jonathan J Rikoon
    S
    Jonathan J Rikoon
    Loeb & Loeb LLP
    Loeb & Loeb LLP | Private Wealth Law: Eastern Region
    2024 | Senior Statespeople | 9 Years Ranked
    Jonathan Rikoon has extensive experience advising high net worth individuals on their estate and tax planning matters.
  3. William D Zabel
    S
    William D Zabel
    Schulte Roth & Zabel LLP
    Schulte Roth & Zabel LLP | Private Wealth Law: Eastern Region
    2024 | Senior Statespeople | 9 Years Ranked
    Although Bill has had inordinate success in his career and is a brilliant intellectual, he is approachable and always puts the client first.
  4. Pam H Schneider
    Gadsden Schneider & Woodward LLP | Private Wealth Law: Eastern Region
    2024 | 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
    2024 | Star Individuals | 9 Years Ranked
    I think incredibly highly of Alan. He's a brilliant lawyer who is always available, very responsive and precise. He's very comprehensive, thorough and never shoots from the hip.
  2. Carlyn S McCaffrey
    Carlyn S McCaffrey
    McDermott Will & Emery LLP
    McDermott Will & Emery LLP | Private Wealth Law: Eastern Region
    2024 | Star Individuals | 9 Years Ranked
    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.
  3. Robert C Lawrence III
    Robert C Lawrence III
    Cadwalader, Wickersham & Taft LLP
    Cadwalader, Wickersham & Taft LLP | Private Wealth Law: Eastern Region
    2024 | Star Individuals | 9 Years Ranked
    He's a true senior statesman of the US private wealth industry. An excellent lawyer with tremendous experience who can bring guidance and assistance to even the most complex international situations.
  4. David Pratt
    Proskauer Rose LLP | Private Wealth Law: Eastern Region
    2024 | Star Individuals
1

Band 1

  1. Amy Erenrich Heller
    1
    Amy Erenrich Heller
    Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates | Private Wealth Law: Eastern Region
    2024 | Band 1 | 9 Years Ranked
    She is probably one of the smartest tax, trust and estates person I know. She's my go-to at the top of my list.
  2. Austin Bramwell
    1
    Austin Bramwell
    Milbank LLP
    Milbank LLP | Private Wealth Law: Eastern Region
    2024 | Band 1 | 7 Years Ranked
    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.
  3. 1
    Dina Kapur Sanna
    Day Pitney LLP
    Day Pitney LLP | Private Wealth Law: Eastern Region
    2024 | Band 1 | 9 Years Ranked
    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.
  4. Edward Koren
    1
    Edward Koren
    Holland & Knight LLP
    Holland & Knight LLP | Private Wealth Law: Eastern Region
    2024 | Band 1 | 9 Years Ranked
    Edward Koren is well recognised across the country for his considerable experience advising high net worth clients on their wealth planning.
  5. Ellen K Harrison
    1
    Ellen K Harrison
    McDermott Will & Emery LLP
    McDermott Will & Emery LLP | Private Wealth Law: Eastern Region
    2024 | Band 1 | 9 Years Ranked
    Ellen Harrison has particular expertise in advising high net worth individuals on their family office structures.
  6. Georgiana J Slade
    1
    Georgiana J Slade
    Milbank LLP
    Milbank LLP | Private Wealth Law: Eastern Region
    2024 | Band 1 | 9 Years Ranked
    Georgiana is phenomenal. She combines the technical expertise with the ability to connect with clients. She is very pragmatic and is able to bring people together.
  7. Joshua Rubenstein
    1
    Joshua Rubenstein
    Katten
    Katten | Private Wealth Law: Eastern Region
    2024 | Band 1 | 9 Years Ranked
    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.
  8. Leigh-Alexandra Basha
    1
    Leigh-Alexandra Basha
    McDermott Will & Emery LLP
    McDermott Will & Emery LLP | Private Wealth Law: Eastern Region
    2024 | Band 1 | 9 Years Ranked
    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.
  9. Basil P Zirinis
    Sullivan & Cromwell LLP | Private Wealth Law: Eastern Region
    2024 | Band 1
  10. Beth Shapiro Kaufman
    Lowenstein Sandler LLP | Private Wealth Law: Eastern Region
    2024 | Band 1
  11. Diana SC Zeydel
    Greenberg Traurig, LLP | Private Wealth Law: Eastern Region
    2024 | Band 1
  12. Jay D Waxenberg
    Proskauer Rose LLP | Private Wealth Law: Eastern Region
    2024 | Band 1
2

Band 2

  1. David J McCabe
    2
    David J McCabe
    Willkie Farr & Gallagher LLP
    Willkie Farr & Gallagher LLP | Private Wealth Law: Eastern Region
    2024 | Band 2 | 9 Years Ranked
    David is an outstanding professional with exceptional client service skills. You can put David in front of any client and he will succeed.
  2. Ivan Taback
    2
    Ivan Taback
    Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates | Private Wealth Law: Eastern Region
    2024 | Band 2 | 9 Years Ranked
    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.
  3. Laura M Twomey
    2
    Laura M Twomey
    Simpson Thacher & Bartlett LLP | Private Wealth Law: Eastern Region
    2024 | Band 2 | 9 Years Ranked
    She's highly technically proficient, a wonderful person to be around, and connects with clients and colleagues in a way that's so refreshing. She has a wonderful manner.
  4. Donald Kozusko
    Kozusko Harris Duncan | Private Wealth Law: Eastern Region
    2024 | Band 2
  5. Douglas L. Siegler
    Venable LLP | Private Wealth Law: Eastern Region
    2024 | Band 2
3

Band 3

  1. Anne O'Brien
    3
    Anne O'Brien
    Caplin & Drysdale, Chartered
    Caplin & Drysdale, Chartered | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 Years Ranked
    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.
  2. Brad J Richter
    3
    Brad J Richter
    Fried, Frank, Harris, Shriver & Jacobson LLP
    Fried, Frank, Harris, Shriver & Jacobson LLP | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 Years Ranked
    Brad Richter of Fried, Frank, Harris, Shriver & Jacobson LLP advises on complex estate and tax planning matters.
  3. Christopher W Boyett
    3
    Christopher W Boyett
    Holland & Knight LLP
    Holland & Knight LLP | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 Years Ranked
    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.
  4. David Stein
    3
    David Stein
    Withers Bergman LLP | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 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.
  5. Ivan A Sacks
    3
    Ivan A Sacks
    Withers Bergman LLP | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 Years Ranked
    Ivan Sacks advises on estate and tax planning and trust administration. His clients include closely held business owners, family offices and charitable foundations.
  6. Kimberly Cohen
    3
    Kimberly Cohen
    Choate Hall & Stewart LLP | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 Years Ranked
    Kim has consistently excellent work. She is very bright and professional, and makes working on the issues very manageable.
  7. 3
    Leiha Macauley
    Day Pitney LLP
    Day Pitney LLP | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 Years Ranked
    Leiha Macauley advises on estate and tax planning and charitable planning. Macauley also regularly acts as a fiduciary.
  8. Loretta A Ippolito
    3
    Loretta A Ippolito
    Paul, Weiss, Rifkind, Wharton & Garrison LLP
    Paul, Weiss, Rifkind, Wharton & Garrison LLP | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 Years Ranked
    She is thoughtful, responsive, wise, tough but fair, and always willing to speak truthfully and constructively across a variety of issues and situations.
  9. Marc J Bloostein
    3
    Marc J Bloostein
    Choate Hall & Stewart LLP | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 Years Ranked
    Marc Bloostein of Choate Hall & Stewart advises on sophisticated estate planning and administration and trusts.
  10. Martin Hall
    3
    Martin Hall
    Hall & Diana LLC | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 Years Ranked
    Martin Hall is chair of the private client group at Hall & Diana and advises on a range of tax and estate planning matters.
  11. Mary Ann Mancini
    3
    Mary Ann Mancini
    Loeb & Loeb LLP
    Loeb & Loeb LLP | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 Years Ranked
    Mary Ann Mancini advises on a range of wealth planning matters but is especially well regarded for her insurance work practice.
  12. Susan C Frunzi
    3
    Susan C Frunzi
    Schulte Roth & Zabel LLP
    Schulte Roth & Zabel LLP | Private Wealth Law: Eastern Region
    2024 | Band 3 | 9 Years Ranked
    Susan Frunzi advises on a range of matters including estate planning and administration, trusts and tax matters.
  13. Lauren Detzel
    Dean Mead | Private Wealth Law: Eastern Region
    2024 | Band 3
  14. Rashad Wareh
    Kozusko Harris Duncan | Private Wealth Law: Eastern Region
    2024 | Band 3
  15. Zena Tamler
    Sullivan & Cromwell LLP | Private Wealth Law: Eastern Region
    2024 | Band 3
4

Band 4

  1. David Scott Sloan
    4
    David Scott Sloan
    Holland & Knight LLP
    Holland & Knight LLP | Private Wealth Law: Eastern Region
    2024 | Band 4 | 9 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.
  2. Dean C Berry
    4
    Dean C Berry
    Cadwalader, Wickersham & Taft LLP
    Cadwalader, Wickersham & Taft LLP | Private Wealth Law: Eastern Region
    2024 | Band 4 | 9 Years Ranked
    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.
  3. Edward J Beckwith
    4
    Edward J Beckwith
    BakerHostetler LLP | Private Wealth Law: Eastern Region
    2024 | Band 4 | 9 Years Ranked
    Edward Beckwith of BakerHostetler advises individuals, families and family offices on tax planning.
  4. Jonathan M Forster
    4
    Jonathan M Forster
    BakerHostetler LLP | Private Wealth Law: Eastern Region
    2024 | Band 4 | 9 Years Ranked
    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.
  5. Kevin Matz
    4
    Kevin Matz
    ArentFox Schiff LLP | Private Wealth Law: Eastern Region
    2024 | Band 4 | 5 Years Ranked
    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.
  6. 4
    Nikola R Djuric
    Djuric Spratt P.A. | Private Wealth Law: Eastern Region
    2024 | Band 4 | 9 Years Ranked
    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.
  7. Shari Levitan
    4
    Shari Levitan
    Holland & Knight LLP
    Holland & Knight LLP | Private Wealth Law: Eastern Region
    2024 | Band 4 | 9 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.
  8. Stephanie Heilborn
    Proskauer Rose LLP | Private Wealth Law: Eastern Region
    2024 | Band 4
  9. Thomas W Richardson
    Arnold & Porter | Private Wealth Law: Eastern Region
    2024 | Band 4