Florida - Private Wealth Law Lawyers & Law Firms - HNW - Chambers and Partners
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HNW Guide

Private Wealth Law — Florida

Band 1

Greenberg Traurig, PA

From the HNW guide

Greenberg Traurig is recognised as a "terrific, great firm" which has "experts in a variety of fields." "It is a top, top firm, they are just top dog," states a source. The firm's private wealth services team represents affluent individuals, families and businesses, advising on transfer of wealth and the creation of foundations.

"In Florida, they have a very strong offering with very good lawyers," observes a local source. The department has strong international estate planning expertise, and can also assist with probate litigation matters. Another interviewee says: "Their commitment to Florida and the people they have there is the reason why I would work with them."

Notable practitioners

Norman Benford represents individuals and families across a range of estate planning matters, with particular expertise on international tax issues and pre-immigration planning. "He is one of the best," enthuses a source, explaining: "He is terrific with clients, he is a smart guy, knows the law and has seen everything."

The "very well-respected" Diana Zeydel is a trusted adviser for affluent families, and her practice covers domestic and international wealth planning and business successions. Sources note Zeydel's contribution as a national speaker and lecturer, with one commentator stating that she is "well known in the estate planning industry for having highly technical knowledge." "She is very strong, incredibly bright and very technically capable," enthuses another interviewee.

James George leads the firm's fiduciary practice, and is widely recognised for his expertise handling contentious trust matters. He handles estate, trust and guardianships disputes. "He is a formidable litigator," notes one source, and another says he is "very good on the estate litigation side." George also serves a mediator in high-value estate matters.

Ozzie Schindler is regarded as a "strong international tax lawyer." He advises individuals and families on cross-border tax planning and wealth preservation. "He is terrific, one of my favourites," enthuses a peer, who adds: "He practises holistically. He is terrific with foreign-related matters. He is very strong, I respect his judgement."

^ See whole ranking table

Band 1

From the HNW guide

One sources says the team at Gunster is at "the top of their game" and another notes that "they are comprehensive, strategic and proactive in their approach; highly collaborative and communicative." The private wealth team advises on estate planning and administration, business successions, lifetime wealth transfers and tax planning. "They are a fantastic institution and I feel privileged to work with them," confides an interviewee.

"They are top of my list, they are strong across the board in most of their office across Florida," praises an adviser, who explains: "They are brilliant technically. They are supremely technically, I can send a client to them and they will get the best and brightest." The source continues: "They are very good counsellors. They are very good listeners, very creative and put forward great solutions for their clients. They are so fun to work with, they have great personalities."

Notable practitioners

Elaine Bucher "is my go-to," enthuses one private wealth adviser, explaining: "She is amazing at the technical skills, I will call her if I have bespoke issues just to get her thoughts. She is remarkably responsive and connects well with clients." Bucher advises clients on wealth preservation and succession planning. "She is exceedingly smart and takes a personal interest with all of her clients," comments one interviewee, and another agrees, saying: "She is a tremendous advocate for her client."

William Hennessey is lauded by attorneys and private wealth advisers alike for his probate litigation expertise. "Any complication that can arise in estate administration, he can handle," says one adviser; "there is no one who I would trust more with estate administration, he is just stellar." One attorney reports that "he is really top-notch, he is a gentleman. Bill will get the job done in a finessed manner." Another enthuses: "He is extremely knowledgeable of the law, meticulous and thorough. He is one of the best lawyers I have come across in all my years. Not just a great lawyer but a great person. His clients' best interests are his paramount concerns."

Lisa Schneider heads the trusts and estates group, and has a strong reputation in this market. Schneider wins particular praise for her client-handling skills. "She understands the challenges and complexities that come with HNW families," observes a source, who adds: "She has the skills to communicate with clients and collaborate with advisers. She is very approachable." "Lisa is the go-to person for us," says another interviewee; "she is very responsive and knowledgeable - she quickly builds confidence with clients, I have never been let down by her, she manages expectations well. She is somebody that everybody wants to partner with." Schneider assist with all aspects of estate planning, with notable expertise on business succession matters. "She is extremely sharp, detailed and thoughtful, she has the ability to manage family dynamics in a way that I have not seen before," enthuses one client source, continuing: "She is an incredible lawyer."

Brian Sparks is a widely respected trusts and estates lawyer. "He is the full package," notes a source, explaining that he "knows the law and is fantastic with clients." Another interviewee enthuses: "He's a terrific lawyer and an ACTEC Fellow. He has written and lectured extensively; he is smart and creative." Formerly a partner at Hill Ward Henderson, Sparks moved to Gunster in August 2018.

^ See whole ranking table

Band 1

Holland & Knight LLP

From the HNW guide

Praised as "one of the premier firms," Holland & Knight garners numerous plaudits from commentators for its private wealth services practice. "I think they are one of the best in the country, they are just outstanding," enthuses one source, who explains: "They have the technical ability and a wealth of experience in a wide number of areas."

One local interviewee calls it a "top-notch Florida firm," while another says: "They are terrific, they are top-notch and a pleasure to deal with. They are good communicators, practical and smart." It is a "well-known, terrific firm, a great bunch of lawyers who are very experienced and technically strong," states a market commentator.

Notable practitioners

Christopher Boyett is praised as a "brilliant estate planning lawyer" and "one of the best in town." "He does a really good job explaining solutions to the clients," notes an interviewee, who adds: "He is very wise in how to avoid conflicts and anticipates areas that can be problematic." Boyett advises on all aspects of wealth management and estate planning. One interviewee enthuses: "I really like him. He has a very nice bedside manner. He is very knowledgeable and has integrity. He is in a different league."

Edward Koren leads the firm's private wealth practice and advises business owners on complex estate and tax planning, as well as tax litigation. One source says he has "outstanding technical ability, good judgement and can see through to the real issues." Another interviewee describes Koren as "one of the best estate planners in the US," explaining: "He's very direct, very transparent and has excellent technical skills."

Stewart Kasner offers counsel on a broad range of wealth management matters for domestic and international clients. He has extensive expertise in providing comprehensive estate, gift and income tax advice for wealthy families. Kasner is well-versed in matters relating to the Foreign Account Tax Compliance Act and voluntary disclosure issues.

Kevin Packman heads the firm's international estate planning group. He is praised by sources as a "brilliant tax lawyer" who "takes the time to understand a complex brief." Packman provides wealth planning and asset protection advice to clients with multi-jurisdictional connections. One source calls him a "name-brand person in dealing with voluntary disclosure work, and he's very good at what he does."

^ See whole ranking table

Band 2

Goldman Felcoski & Stone PA

From the HNW guide

Goldman Felcoski & Stone is a boutique Florida trusts and estates firm with offices in Naples, Coral Gables and Boca Raton. "They are an excellent firm, different in dynamics and size," notes a source, who adds: "They have a very niche practice - they are laser-focused on estate planning."

The firm's attorneys help clients with tax planning through the use of trusts, lifetime gifting and charitable planning. They also have experience working with business owners on business succession. "They are absolutely fantastic, a very strong firm with great individuals," enthuses an interviewee.

Notable practitioners

Bruce Stone is hailed as the "dean of Florida estate planning" by one source, and considered "a top-notch lawyer" and "top of the field" by another, who explains: "If I have an issue I want to discuss, I can call him. He is a very smart guy and a top-tier lawyer in Florida. A bright, creative, thoughtful and collegial lawyer." Stone is highly regarded for his wealth of knowledge in estate planning matters. One interviewee describes him as the "grandfather of trusts" and another says he has "risen to the highest heights."

One source praises Robert Goldman as a "very talented litigator" and a "very smart lawyer." Goldman represents clients in contentious trust and estates matters. "He is a strong communicator," enthuses one interviewee, who explains that "he really understands his client base and is an expert in his area. He is approachable and is a really nice guy."

^ See whole ranking table

Band 2

From the HNW guide

National firm Proskauer Rose offers a broad ranges of trusts and estates services in Florida. The lawyers in its private client services group advise domestic and international clients on the protection and preservation of assets. "They are the crème de la crème in the state. They have an outstanding estate planning trust group," says one particular source.

One market commentator says: "The people in the Florida office are extremely competent, there are no laggards. They are seasoned people, and bright as Dickens. They attract the best talent and retain it. It is top-of-the-line product and the service is impeccable."

Notable practitioners

David Pratt leads the firm's private client services team. Pratt concentrates his practice on all trust and estate matters. "He is fantastic," enthuses an interviewee, explaining: "Clients love him and they trust him implicitly. He has great knowledge of the tax code, fantastic technical expertise and a great memory. He can distil complicated estate planning issues into something digestible. He doesn't skip a beat."

^ See whole ranking table

Band 3

From the HNW guide

Baker McKenzie is particularly noted for international tax planning. The firm's wealth management team in Miami helps its clients to structure their assets for succession planning and wealth protection purposes. "They have a long history on the international tax side," says a source, adding that the firm is "known as strong for international tax work."

It represents global families, affluent individuals, family offices and trust companies. "They have an amazing international practice for clients looking to move to the US," comments an interviewee.

Notable practitioners

Simon Beck is a trusted adviser to multinational financial institutions and ultra high net worth families across the globe. He has noted expertise in cross-border tax and trust planning, and assists clients with tax disputes. "He is very capable," comments a peer, who adds: "He was on the other side of litigation. He is a very reasonable lawyer, motivated to achieve a settlement. I consider him to be professional and it was a fine experience."

^ See whole ranking table

Band 3

From the HNW guide

Bilzin Sumberg enjoys a good reputation in Florida for its trusts and estates expertise. The firm handles international tax and estate planning and administration for closely held business owners and wealthy families. Its attorneys can also assist with wills, trusts and estates disputes.

"The strongest point is the quality of attorneys that I work with," enthuses a source, who adds: "I have never felt let down. They are responsive and very good in the taxation area." Another sources says: "In my interaction with Bilzin, I have found them to be responsive, thoughtful, timely and above all to have a very practical and pragmatic outlook."

Notable practitioners

Hal Webb is the head of the firm's international private client service practice and assists international families with tax planning issues relating to cross-border matters. Multiple market commentators highlight Webb's international expertise; one says that "he is very strong in international tax." He also provides trusted counsel to family offices and fiduciaries.

Richard Goldstein "is very smart, very thorough, very practical and easy to work with," reports a source, adding: "He listens carefully and is responsive to my specific concerns and needs. He is very good at creating customised solutions to personal tax and estate planning challenges." Goldstein works with individuals and families on all aspects of wealth preservation planning.

^ See whole ranking table

Band 3

Comiter Singer Baseman & Braun LLP

From the HNW guide

The estate planning and administration team at Palm Beach Gardens firm Comiter Singer Baseman & Braun handles generational wealth transfer matters, including business successions, estate and tax planning, charitable giving and probate. One source says that "they are an excellent law firm," and another reports that it is "known for having a strong, integrated practice" and that "they deliver a high level of service."

The team assists high net worth individuals, families and business owners with asset protection matters. One interviewee says it has "very good attorneys who are knowledgeable."

Notable practitioners

Richard Comiter has expertise in business succession planning and tax-efficient wealth transfer. His clients includes wealthy individuals and families with business assets. One of his peers says that "people go to him for his brilliance as a tax attorney. He is a top lawyer for tax analysis. He is a superstar." Another source describes Comiter as "a smart guy - Richie's biggest strength is his strong capabilities with tax planning. He is a hard worker and has great clients." One market commentator regards Comiter as a "wonderful person, good tax lawyer and a real gentleman."

^ See whole ranking table

Band 3

Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth PA

From the HNW guide

Dean Mead's estate and succession planning department provides a wide range of estate planning and wealth structuring advice. The team assists with business succession planning, wealth preservation strategies and charitable planning. "They have some of the most well-known tax lawyers in Florida. They are a terrific firm," says a source.

Notable practitioners

Lauren Detzel chairs the firm's estate and succession planning group. She is regarded as "an extremely capable lawyer with a lot of experience," who is "very involved in the Florida Bar and ACTEC." Detzel focuses on estate and succession planning using tax minimisation strategies for high net worth clients and family businesses. "She is definitely a smart lawyer and works very hard," comments an interviewee.

David Akins advises individuals and non-profits on estate planning and fiduciary matters, trust and probate administration, tax planning and charitable gift planning. He has a "very good demeanour and is very good with clients," asserts a source. Another interviewee says: "He has a great reputation, and he is a sharp estate planning lawyer."

^ See whole ranking table

Band 3

Packman, Neuwahl & Rosenberg

From the HNW guide

Packman, Neuwahl & Rosenberg focuses on trusts and estate planning, charitable planning and administration, and it also provides real estate and immigration expertise. From its offices in Miami and Boca Raton, the team advises wealthy families and individuals on domestic and cross-border matters.

Notable practitioners

Todd Rosenberg is a key contact.

^ See whole ranking table

Band 3

From the HNW guide

The White & Case private clients team handles a range of international and domestic matters for its clients, advising on trusts, estates, succession planning and related matters. "I found them to be top-notch professionals who stay current on the shifting legal currents that can impact their clients," says a market commentator. Another describes it as "a machine, a global presence with great resources."

"Everybody is well educated, it is just hard to beat them," states a source, who adds: "They can bring large fiduciary litigations from around the world, they are well integrated internationally."

Notable practitioners

Michael Kavoukjian leads the private clients team, and divides his time between the firm's New York and Miami offices. He focuses his practice on domestic and cross-border tax and estate planning for multi-generational families. One source says Kavoukjian "is one of the most resourceful and tenacious lawyers I know - if I had a problem, he would be the first person I would call." This interviewee continues: "He is a real gentlemen, and is high-calibre. I have been in his company when he was talking to people facing life-changing problems. He was delicate and spoke truthfully, even when the truth was hard to take. He is really a remarkable guy."

^ See whole ranking table

Band 1

Greenberg Traurig, PA

From the Chambers HNW guide

Norman Benford represents individuals and families across a range of estate planning matters, with particular expertise on international tax issues and pre-immigration planning. "He is one of the best," enthuses a source, explaining: "He is terrific with clients, he is a smart guy, knows the law and has seen everything."

^ See whole ranking table

Band 1

Christopher W Boyett

Holland & Knight LLP

From the Chambers HNW guide

Christopher Boyett is praised as a "brilliant estate planning lawyer" and "one of the best in town.""He does a really good job explaining solutions to the clients," notes an interviewee, who adds: "He is very wise in how to avoid conflicts and anticipates areas that can be problematic." Boyett advises on all aspects of wealth management and estate planning. One interviewee enthuses: "I really like him. He has a very nice bedside manner. He is very knowledgeable and has integrity. He is in a different league."

^ See whole ranking table

Band 1

Gunster

From the Chambers HNW guide

Elaine Bucher"is my go-to," enthuses one private wealth adviser, explaining: "She is amazing at the technical skills, I will call her if I have bespoke issues just to get her thoughts.She is remarkably responsive and connects well with clients." Bucher advises clients on wealth preservation and succession planning. "She is exceedingly smart and takes a personal interest with all of her clients," comments one interviewee, and another agrees, saying: "She is a tremendous advocate for her client."

^ See whole ranking table

Band 1

Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth PA

From the Chambers HNW guide

Lauren Detzel chairs the firm's estate and succession planning group.  She is regarded as "an extremely capable lawyer with a lot of experience,"  who is "very involved in the Florida Bar and ACTEC." Detzel focuses on estate and succession planning using tax minimisation strategies for high net worth clients and family businesses. "She is definitely a smart lawyer and works very hard," comments an interviewee.

^ See whole ranking table

Band 1

Holland & Knight LLP

From the Chambers HNW guide

Edward Koren leads the firm's private wealth practice and advises business owners on complex estate and tax planning, as well as tax litigation. One source says he has "outstanding technical ability, good judgement and can see through to the real issues." Another interviewee describes Koren as "one of the best estate planners in the US," explaining: "He's very direct, very transparent and has excellent technical skills."

^ See whole ranking table

Band 1

Nelson & Nelson PA

From the Chambers HNW guide

Barry Nelson of Nelson & Nelson PA is a highly regarded member of the Florida estate planning community. "He is very knowledgeable in his field," notes a source, explaining: "He is very knowledgeable in tax and accounting, and he joins those things together to give excellent advice. He is a real gentleman, very polite and personable to work with." Another interviewee says: "He provides advice without overstepping the boundaries; he gives you the pros and cons so you can make the decision for yourself.He is one of the good guys - you can rely on him for advice."

^ See whole ranking table

Band 1

Proskauer Rose LLP

From the Chambers HNW guide

David Pratt leads the firm's private client services team. Pratt concentrates his practice on all trust and estate matters. "He is fantastic," enthuses an interviewee, explaining: "Clients love him and they trust him implicitly. He has great knowledge of the tax code, fantastic technical expertise and a great memory. He can distil complicated estate planning issues into something digestible. He doesn't skip a beat."

^ See whole ranking table

Band 1

Pressly & Pressly PA

From the Chambers HNW guide

James Pressly of Pressly & Pressly PA is described as "one of the best probate litigators in the country" by one source. "It is just what he has been doing all his life," says another interviewee; "when you think of trusts, you think of him. He is deeply embedded in the community." Pressly has "a nice combination of technically knowing probate and trust law, and is a true litigator," a fellow attorney says.

^ See whole ranking table

Band 1

Goldman Felcoski & Stone PA

From the Chambers HNW guide

Bruce Stone is hailed as the "dean of Florida estate planning" by one source, and considered "a top-notch lawyer" and "top of the field" by another, who explains: "If I have an issue I want to discuss, I can call him. He is a very smart guy and a top-tier lawyer in Florida. A bright, creative, thoughtful and collegial lawyer." Stone is highly regarded for his wealth of knowledge in estate planning matters. One interviewee describes him as the "grandfather of trusts" and another says he has "risen to the highest heights."

^ See whole ranking table

Band 1

Greenberg Traurig, PA

From the Chambers HNW guide

The "very well-respected" Diana Zeydel is a trusted adviser for affluent families, and her practice covers domestic and international wealth planning and business successions. Sources note Zeydel's contribution as a national speaker and lecturer, with one commentator stating that she is "well known in the estate planning industry for having highly technical knowledge." "She is very strong, incredibly bright and very technically capable," enthuses another interviewee.

^ See whole ranking table

Band 2

Richard B. Comiter

Comiter Singer Baseman & Braun LLP

From the Chambers HNW guide

Richard Comiter has expertise in business succession planning and tax-efficient wealth transfer. His clients includes wealthy individuals and families with business assets. One of his peers says that "people go to him for his brilliance as a tax attorney. He is a top lawyer for tax analysis. He is a superstar." Another source describes Comiter as "a smart guy - Richie's biggest strength is his strong capabilities with tax planning. He is a hard worker and has great clients." One market commentator regards Comiter as a "wonderful person, good tax lawyer and a real gentleman."

^ See whole ranking table

Band 2

Greenberg Traurig, PA

From the Chambers HNW guide

James George leads the firm's fiduciary practice, and is widely recognised for his expertise handling contentious trust matters. He handles estate, trust and guardianships disputes. "He is a formidable litigator," notes one source, and another says he is "very good on the estate litigation side." George also serves a mediator in high-value estate matters.

^ See whole ranking table

Band 2

Goldman Felcoski & Stone PA

From the Chambers HNW guide

One source praises Robert Goldman as a "very talented litigator" and a "very smart lawyer." Goldman represents clients in contentious trust and estates matters. "He is a strong communicator," enthuses one interviewee, who explains that "he really understands his client base and is an expert in his area. He is approachable and is a really nice guy."

^ See whole ranking table

Band 2

William Hennessey

Gunster

From the Chambers HNW guide

William Hennessey is lauded by attorneys and private wealth advisers alike for his probate litigation expertise. "Any complication that can arise in estate administration, he can handle," says one adviser; "there is no one who I would trust more with estate administration, he is just stellar." One attorney reports that "he is really top-notch, he is a gentleman. Bill will get the job done in a finessed manner." Another enthuses: "He is extremely knowledgeable of the law, meticulous and thorough. He is one of the best lawyers I have come across in all my years. Not just a great lawyer but a great person. His clients' best interests are his paramount concerns."

^ See whole ranking table

Band 2

Holland & Knight LLP

From the Chambers HNW guide

Stewart Kasner offers counsel on a broad range of wealth management matters for domestic and international clients. He has extensive expertise in providing comprehensive estate, gift and income tax advice for wealthy families. Kasner is well-versed in matters relating to the Foreign Account Tax Compliance Act and voluntary disclosure issues.

^ See whole ranking table

Band 2

Michael Kavoukjian

White & Case LLP

From the Chambers HNW guide

Michael Kavoukjian leads the private clients team, and divides his time between the firm's New York and Miami offices. He focuses his practice on domestic and cross-border tax and estate planning for multi-generational families. One source says Kavoukjian "is one of the most resourceful and tenacious lawyers I know - if I had a problem, he would be the first person I would call." This interviewee continues: "He is a real gentlemen, and is high-calibre. I have been in his company when he was talking to people facing life-changing problems. He was delicate and spoke truthfully, even when the truth was hard to take. He is really a remarkable guy."

^ See whole ranking table

Band 2

Nostro Jones P.A.

From the Chambers HNW guide

Louis Nostro is a founding partner of Nostro Jones P.A. and has extensive experience on estate planning issues. One interviewee says that Nostro is a "very good attorney - good on the technical side and on the client side. He is very well rounded." Another reports that "he has been excellent in thinking about the issues and coming to reasonable, common-sense, client-friendly solutions."

^ See whole ranking table

Band 2

Holland & Knight LLP

From the Chambers HNW guide

Kevin Packman heads the firm's international estate planning group. He is praised by sources as a "brilliant tax lawyer" who "takes the time to understand a complex brief." Packman provides wealth planning and asset protection advice to clients with multi-jurisdictional connections. One source calls him a "name-brand person in dealing with voluntary disclosure work, and he's very good at what he does."

^ See whole ranking table

Band 2

Ozzie A Schindler

Greenberg Traurig, PA

From the Chambers HNW guide

Ozzie Schindler is regarded as a "strong international tax lawyer." He advises individuals and families on cross-border tax planning and wealth preservation. "He is terrific, one of my favourites," enthuses a peer, who adds: "He practises holistically. He is terrific with foreign-related matters. He is very strong, I respect his judgement."

^ See whole ranking table

Band 2

Gunster

From the Chambers HNW guide

Lisa Schneider heads the trusts and estates group, and has a strong reputation in this market. Schneider wins particular praise for her client-handling skills. "She understands the challenges and complexities that come with HNW families," observes a source, who adds: "She has the skills to communicate with clients and collaborate with advisers. She is very approachable.""Lisa is the go-to person for us," says another interviewee; "she is very responsive and knowledgeable - she quickly builds confidence with clients, I have never been let down by her, she manages expectations well. She is somebody that everybody wants to partner with." Schneider assist with all aspects of estate planning, with notable expertise on business succession matters. "She is extremely sharp, detailed and thoughtful, she has the ability to manage family dynamics in a way that I have not seen before," enthuses one client source, continuing: "She is an incredible lawyer."

^ See whole ranking table

Band 2

Bilzin Sumberg

From the Chambers HNW guide

Hal Webb is the head of the firm's international private client service practice and assists international families with tax planning issues relating to cross-border matters. Multiple market commentators highlight Webb's international expertise; one says that "he is very strong in international tax." He also provides trusted counsel to family offices and fiduciaries.

^ See whole ranking table

Band 3

Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth PA

From the Chambers HNW guide

David Akins advises individuals and non-profits on estate planning and fiduciary matters, trust and probate administration, tax planning and charitable gift planning. He has a "very good demeanour and is very good with clients," asserts a source. Another interviewee says: "He has a great reputation, and he is a sharp estate planning lawyer."

^ See whole ranking table

Band 3

Katz Baskies & Wolf PLLC

From the Chambers HNW guide

Jeffrey Baskies of Katz Baskies & Wolf PLLC handles estate planning, tax-efficient structuring and charitable planning, and has experience in income, gift and generation-skipping tax. One fellow attorney says: "He is a Harvard lawyer and is as smart as anything." Another commentator says Baskies is "excellent and knows his stuff. I'd refer to him in a heartbeat. He is a pro."

^ See whole ranking table

Band 3

Baker McKenzie

From the Chambers HNW guide

Simon Beck is a trusted adviser to multinational financial institutions and ultra high net worth families across the globe. He has noted expertise in cross-border tax and trust planning, and assists clients with tax disputes. "He is very capable," comments a peer, who adds: "He was on the other side of litigation. He is a very reasonable lawyer, motivated to achieve a settlement. I consider him to be professional and it was a fine experience."

^ See whole ranking table

Band 3

Greenspoon Marder LLP

From the Chambers HNW guide

Laurence Blair of Greenspoon Marder LLP has extensive experience assisting affluent individuals with estate and gift tax planning. "Larry is a strong individual, he can communicate with a client in terms they can understand," observes a source. "He is caring and responsive, highly skilled and experienced," comments another interviewee, who adds: "He is very knowledgeable and experienced - just a great team player and someone to have on your side."

^ See whole ranking table

Band 3

Johnson Pope Bokor Ruppel & Burns, LLP

From the Chambers HNW guide

Joel Bronstein is a trusts and estates lawyer at Johnson Pope Bokor Ruppel & Burns, LLP in St. Petersburg. Bronstein advises high net worth individuals and closely held business owners with asset protection and succession planning. "He is a terrific lawyer," enthuses a source, adding: "He is really an excellent, careful, methodical lawyer."

^ See whole ranking table

Band 3

Richard M Goldstein

Bilzin Sumberg

From the Chambers HNW guide

Richard Goldstein"is very smart, very thorough, very practical and easy to work with," reports a source, adding: "He listens carefully and is responsive to my specific concerns and needs. He is very good at creating customised solutions to personal tax and estate planning challenges." Goldstein works with individuals and families on all aspects of wealth preservation planning.

^ See whole ranking table

Band 3

Nelson Mullins Broad and Cassel LLP

From the Chambers HNW guide

Patricia Lebow of Broad and Cassel LLP helps wealthy families with multi-generational estate planning. Once client says that "she is the overall quarterback on my account, she has the big picture and is tenacious to get results." Another commentator enthuses: "She is honest, direct and has the ability to see and  navigate the family dynamics." This interviewee adds: "She is excellent and a pleasure to work with, just wonderful."

^ See whole ranking table

Band 3

Gutter Chaves Josepher Rubin Forman Fleisher PA

From the Chambers HNW guide

Charles Rubin of Gutter Chaves Josepher Rubin Forman Fleisher PA is recognised as a "terrific lawyer" who is a "leader in the field." He advises heads of business and families on tax and estate planning. One source describes Rubin as "extraordinarily good on the technical side," and "very bright." Another says: "He is tops - he is very dedicated to the practice and has perfected it."

^ See whole ranking table

Band 3

Gunster

From the Chambers HNW guide

Brian Sparks is a widely respected trusts and estates lawyer. "He is the full package," notes a source, explaining that he "knows the law and is fantastic with clients." Another interviewee enthuses: "He's a terrific lawyer and an ACTEC Fellow. He has written and lectured extensively; he is smart and creative." Formerly a partner at Hill Ward Henderson, Sparks moved to Gunster in August 2018.

^ See whole ranking table

Band 3

Katz Baskies & Wolf PLLC

From the Chambers HNW guide

Jerome Wolf of Katz Baskies & Wolf PLLC "has an excellent reputation and is a great lawyer," praises a source. Wolf concentrates his practice on high net worth clients, many of whom have significant business interests. He also assists with the creation of estate and succession plans. Wolf is described by interviewees as a "bright guy" and "technically proficient."

^ See whole ranking table