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 a leading international firm headquartered in Miami, and is described by a market source as "a terrific firm with a really strong presence and reputation in Florida." This interviewee adds: "They retain many top-tier lawyers and high-level estate planners. They provide a strong level of service to HNW clients." The firm serves the whole Florida market, with offices situated in key locations right across the State.

The team at Greenberg can provide HNW clients with a full range of worldwide estate planning services and can also advise on tax matters and philanthropy issues. "I find the team I am working with excellent," says a client, adding: "They are very knowledgeable. I would really highlight their expertise in this area – they are very quick and methodical in dealing with matters." The group at Greenberg is also well regarded for its strength in related services such as fiduciary litigation and pre-immigration planning.

Notable practitioners

Norman Benford primarily advises clients on estate planning and complex tax issues. He is also noted for his expertise in business succession and for representing fiduciaries. Peers are quick to point out that he is "a legend in the industry," and add that "he has a great reputation for domestic planning."

Diana Zeydel is the global head of the firm's private wealth practice and can provide sophisticated wealth planning advice for both US and non-US residents. Sources praise her as "an extremely talented and strong estate planner" with "an incredible bank of legal knowledge." Zeydel also has a strong reputation for handling estate and gift tax matters. She is described by a fellow lawyer as "a terrific adviser" who has "fantastic technical expertise."

James George is known for his expertise in fiduciary litigation and is described by a one source as "a very good litigator who is at the top of his game." He acts for HNW clients on a range of trust, estate and guardianship disputes. A peer reports that "he is a tenacious opponent who will fight hard for his client."

Ozzie Schindler is recognised as an international tax expert and focuses his practice on offshore tax and estate planning. One lawyer praises him for being "very knowledgeable," adding that "he has excellent expertise in international matters." Known for his particular experience of the Latin American market, Schindler is praised by his fellow peers for being "a sophisticated international tax lawyer with an amazing reputation in the industry."

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Holland & Knight LLP

From the HNW guide

As one of the largest private wealth practices in the USA, the team at Holland & Knight can advise on all aspects of trusts and estates law, as well as tax planning, asset protection and charitable giving. "They have the necessary strength and depth to handle the most high-value and complex estates," reports one source. Another market insider notes that "they are meticulous in their approach and the quality of their work is always very high."

The firm can act for a wide range of clients in this sector, including wealthy families, banks, educational institutions, charitable organisations and trust companies. It is also recognised for its particular expertise in offshore tax compliance, prompting one source to enthuse that "their knowledge of international tax law is immense."

Notable practitioners

Edward Koren leads the firm's private wealth practice and is known for advising HNW clients on sophisticated wealth structures. One source states that "he has a huge amount of experience and is hugely regarded in Florida. He has tremendous expertise and really understands all aspects of this industry." The source adds: "He is one of Miami's best lawyers." Adept at both contentious and non-contentious matters, Koren is also noted for his skills in tax litigation and handles IRS appeals. Peers praise him as "a leader in the field and the best of the best."

Christopher Boyett is a "really strong estate planner," notes one market insider. Another interviewee says: "He is thoughtful, pragmatic and a safe pair of hands." Boyett advises on trust and estate matters, as well as business succession planning, family office issues and fiduciary disputes. "He is a very shrewd and technical lawyer," notes one source, who adds that "he builds a really great rapport with clients."

Kevin Packman specialises in wealth planning for international clients and US residents with multi-jurisdictional assets. He has notable experience dealing with Latin American clients and is praised by one source for being "very knowledgeable on the international aspects of trust and tax law." This source adds that "he is very solution-focused and can resolve issues for clients in a very satisfactory manner."

Stewart Kasner recently joined Holland & Knight in Miami. He advises both domestic and foreign clients on international trust structures and tax planning. He is praised by a Florida market insider as "a very good international estates lawyer. He is very good with clients and can explain complex concepts in straightforward language." Another source adds: "He is very good at focusing on the key issues and always raises the most salient points. He has excellent attention to detail." Kasner is also noted for his expertise in financial reporting and offshore matters.

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Band 2

From the HNW guide

This global firm has an extensive private client practice in Miami and regularly acts for wealthy individuals and families as well as major banks, trust companies and family offices. The team is known for its expertise in cross-border matters and has a particularly strong coverage of the Latin American and European markets.

The firm is further recognised for its strength in complex tax planning, and one Florida insider reports that "they are fantastic on international tax issues." Another source points out that the firm is "terrific on international matters, and you always know they can deal with any matter regardless of size or complexity." A private wealth adviser notes that "my experience of the firm has been excellent. They have lots of quality people there."

Notable practitioners

Simon Beck is an international trusts and tax lawyer, and has extensive experience of dealing with a range of complex cross-border matters. He advises global financial institutions, wealthy individuals, family offices, trust companies and national governments. One source describes him as "a good and practical" lawyer who is "solution-orientated."

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Goldman Felcoski & Stone PA

From the HNW guide

Goldman Felcoski & Stone is a boutique estate planning and trust litigation firm with offices across South Florida, and is lauded as "one of the best litigation firms around" by one interviewee. The source adds: "They have some really good clients and act on some very high-profile disputes."

Praised for having a team of "outstanding lawyers," the firm primarily deals with litigation in connection with wills, trusts, fiduciary duty and tortious interference. It also does estate planning for both domestic and foreign clients. One source praises the firm for having "a team of amazing litigators" and another peer reports that "you know you are in good hands with them."

Notable practitioners

Bruce Stone primarily acts for HNW clients on estate planning matters. He is described by a fellow attorney as "a very strong lawyer with a very authoritative demeanour," and is "a thoughtful and extremely shrewd adviser" who "always knows the right move for the client to make." He is further praised by one source for being "one of the most knowledgeable lawyers you will ever meet." He is known for regularly assisting with disputed trust and estate issues, and can serve as both a mediator and arbitrator in contested matters.

Robert Goldman is praised as "a formidable dispute lawyer" who is "very eloquent." One source says he is "a very good practitioner who really knows his stuff." He regularly acts for clients in trust and estate litigation. Other interviewees note that he is "very well respected in this market."

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Band 2

From the HNW guide

With offices located across Florida, the private wealth team at Gunster is able to provide a comprehensive range of services to HNW clients. The firm has "really great roots in Florida and really understands the lcoal community," a source says, adding: "They do the whole gamut of private client work, which is really useful for clients, and everyone loves working with them." Another Florida insider adds: "They provide excellent service and are very good at finding creative solutions to legal problems."

The firm is recognised for its collegiate approach when dealing with private wealth matters and clients benefit from having access to a substantial trust litigation practice.

Notable practitioners

Lisa Schneider is "a strategic thinker and incredibly knowledgeable about the law," enthuses one source, who adds: "She can explain complex matters fully and in clear language." Schneider advises a range of HNW clients on wealth preservation issues, and has a particular focus on business successions and planning for family structures. Clients say that she is "very thorough, really responsive and has a high level of technical knowledge."

Elaine Bucher focuses her practice on estate planning and administration, and is noted for her expertise in representing clients with complex and sensitive family situations. One source reports that "she really connects with clients on a personal level. She wants to get to know the whole family and their objectives to ensure all aspects are co-ordinated. Clients just love her so much and she is hugely responsive. Clients look to her as a trusted adviser." Another peer adds that "she always speaks in a language that the client can understand." Bucher also has experience in fiduciary litigation.

William Hennessey leads the firm's probate, trust and guardianship litigation practice and regularly acts on complex and high-value disputes for HNW clients. "He has developed a reputation as an expert," notes one Florida insider, who adds that "he also has a great personality, which can facilitate the settlement of cases." He also advises on tax and business succession planning and is further praised as "an outstanding probate litigator."

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Band 2

From the HNW guide

Proskauer Rose is a nationally recognised firm with an extensive private client practice. It encompasses cross-border planning, generational wealth transfer and charitable planning. The Florida practice is known for its specific expertise in Latin American matters and can also advise extensively on a range of tax planning solutions.

A source in Florida praises the firm for having "a level of knowledge that is second-to-none" and highlights its strength in complex matters. The high level of client service is noted by one market insider, who reports that the team "works with some of the most high-profile clients in the country," and that "they are extremely discreet and handle sensitive information appropriately."

Notable practitioners

David Pratt chairs the firm's client practice and is described as "a trusted adviser who exudes confidence and authority." He advises extensively on trust and estate planning, and is further praised as "technically skilled and no doubt one of the best lawyers in this area." Pratt also has significant experience in fiduciary litigation, tax planning and charitable giving. One market insider is quick to point out that "he is at the top of the tree when it comes to HNW advisers and capable of doing sophisticated work."

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Band 3

From the HNW guide

Entering into the rankings for the first time, Bilzin Sumberg is recognised by market sources as "a good firm with a strong private wealth offering." The team provides bespoke wealth preservation and estate planning services for both domestic and international HNW families. It also acts for trustees, beneficiaries, investment advisers and family offices in a wide range of private client matters.

Based in Miami, Bilzin Sumberg advises extensively on international tax and estate matters, and is praised by one source for "doing excellent work." It is praised by another insider for its "very strong and extremely knowledgeable team of lawyers" who can "resolve complex issues for the client in a very satisfactory manner."

Notable practitioners

Hal Webb is an experienced tax and estate lawyer and leads the firm's international private client practice. "He is very thoughtful and has some real international expertise," enthuses one adviser, who adds: "He knows the HNW market inside out." Webb is known for his specific expertise when advising US clients with complex foreign trusts and also regularly acts for trust companies and family offices. Another peer points out that "he will add gravitas and expertise to the team at Bilzin."

Richard Goldstein is chair of the tax and estate group, and is praised by one market insider for having "amazing knowledge and expertise" in this area of law. He handles complex tax planning for a variety of clients and is recognised for his particular expertise when acting for non-US residents with multi-jurisdictional assets. One fellow peer reports that "he brings a very objective and analytical perspective to matters, which helps when dealing with complex situations."

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Band 3

Comiter Singer Baseman & Braun LLP

From the HNW guide

Based in Palm Beach, Comiter Singer Baseman & Braun specialises in sophisticated tax planning and is described as "a very strong Florida firm with a long-standing reputation." The firm advises extensively on tax and estate planning, as well as business succession planning, trust and guardianship litigation and asset protection.

Another market source says it is "a strong tax firm with some very tenacious lawyers. They have a strong team there and they handle cases in a practical and straightforward way - clients appreciate this type of service."

Notable practitioners

Richard Comiter provides advice to HNW individuals and families on all aspects of tax and trust planning. "He has tons of experience and multi-disciplinary skills," enthuses one peer, who adds that "he is a great all-round lawyer." He also has specific expertise in federal income tax issues, asset protection and wealth transfer planning. He is further praised for his expertise on partnership law and described as "a really smart guy and very safe pair of hands."

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Band 3

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

From the HNW guide

Dean Mead is praised by sources as being "a highly respected tax boutique," and "a really excellent firm with very formidable tax and sophisticated estate planning capabilities."

The team at Dean Mead advises a range of HNW clients, including entrepreneurs, industry leaders and wealthy families. One market insider notes that "they have very strong lawyers on their books," while another source adds that "they have real, solid expertise in tax, and can provide pragmatic and well-thought-out advice."

Notable practitioners

Lauren Detzel "is one of the best trust lawyers in Florida," enthuses one source, who adds that: "She is as good as anyone in this field and has one of the foremost reputations in the State." Detzel leads the firm's estate and succession planning department, and specialises in tax mitigation techniques, with a particular focus on contested tax matters with the IRS. She is further praised by her peers for having "a great academic knowledge of the law," and her "very impressive technical prowess and ability."

David Akins primarily advises on personal wealth planning, especially for family-owned businesses. He has particular expertise in charitable giving, estate administration and gift planning. "He is a great lawyer with very strong legal knowledge," notes one Florida lawyer, while another peer adds: "He is a well-respected guy and he always does a good job."

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Band 3

Packman, Neuwahl & Rosenberg

From the HNW guide

One source praises Packman, Neuwahl & Rosenberg as "a firm comprised of very savvy tax lawyers." This interviewee says the team is "uniformly excellent." Its lawyers primarily advise on inbound and outbound tax and estate planning for both US and non-US residents. The firm also handles charitable planning, wills, trusts and pre-immigration planning for HNW clients.

Sources praise the firm for having "a very good reputation for international tax planning," and report that it is "a good tax firm that focuses very much on international and business matters." The team acts for a range of clients, including investors, family businesses and entrepreneurs.

Notable practitioners

Todd Rosenberg is a key contact.

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Band 3

From the HNW guide

White & Case is a large international firm and a new entry into the Florida rankings this year. The private clients team in Miami is adept at handling both contentious and non-contentious matters, and one source points out that "their strength is in complex estate planning and tax-efficient structures."

The firm acts for a number of wealthy families, CEOs, major trust companies and international financial institutions. Clients note that "they are extraordinarily responsive" and "superb at navigating what can be tricky waters" in complex cases.

Notable practitioners

Michael Kavoukjian leads the firm's private clients practice and advises on both contentious and non-contentious matters. "He is a very pragmatic and e xtraordinarily skilled lawyer," enthuses one interviewee, who adds: "He is analytical in his approach and demonstrates good judgement when advising the client." Kavoukjian has particularly significant experience in complex and multi-jurisdictional estate-related litigation. Clients further praise him for his "amazing bedside matter" and his "panoramic view of the law."

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Greenberg Traurig, PA

From the Chambers HNW guide

Norman Benford primarily advises clients on estate planning and complex tax issues. He is also noted for his expertise in business succession and for representing fiduciaries. Peers are quick to point out that he is "a legend in the industry," and add that "he has a great reputation for domestic planning."

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

From the Chambers HNW guide

Lauren Detzel "is one of the best trust lawyers in Florida," enthuses one source, who adds that: "She is as good as anyone in this field and has one of the foremost reputations in the State." Detzel leads the firm's estate and succession planning department, and specialises in tax mitigation techniques, with a particular focus on contested tax matters with the IRS. She is further praised by her peers for having "a great academic knowledge of the law," and her "very impressive technical prowess and ability."

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Holland & Knight LLP

From the Chambers HNW guide

Edward Koren leads the firm's private wealth practice and is known for advising HNW clients on sophisticated wealth structures. One source states that "he has a huge amount of experience and is hugely regarded in Florida. He has tremendous expertise and really understands all aspects of this industry." The source adds: "He is one of Miami's best lawyers." Adept at both contentious and non-contentious matters, Koren is also noted for his skills in tax litigation and handles IRS appeals. Peers praise him as "a leader in the field and the best of the best."

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Nelson & Nelson PA

From the Chambers HNW guide

Barry Nelson heads the wealth management practice at Nelson & Nelson PA and is praised by a market source as "a truly formidable lawyer." The source adds that "he is very smart and always goes the extra mile for the client." Nelson is noted as being "probably the most well-respected lawyer in Florida for asset protection work." He also advises on all other aspects of private client work, and is further praised for his "top-notch skills in estate planning."

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Proskauer Rose LLP

From the Chambers HNW guide

David Pratt chairs the firm's client practice and is described as "a trusted adviser who exudes confidence and authority." He advises extensively on trust and estate planning, and is further praised as "technically skilled and no doubt one of the best lawyers in this area." Pratt also has significant experience in fiduciary litigation, tax planning and charitable giving. One market insider is quick to point out that "he is at the top of the tree when it comes to HNW advisers and capable of doing sophisticated work."

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Pressly & Pressly PA

From the Chambers HNW guide

James Pressly of Pressly & Pressly PA has a strong reputation in fiduciary and probate litigation for HNW clients. "He is the dean of litigators in Palm Beach and is a wonderfully strong speaker in court," enthuses one source, while another adds that "he has tons of knowledge" in this area of law. Pressly is also described as "the best fiduciary litigator in Florida - clients will queue up to use his services."

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Goldman Felcoski & Stone PA

From the Chambers HNW guide

Bruce Stone primarily acts for HNW clients on estate planning matters. He is described by a fellow attorney as "a very strong lawyer with a very authoritative demeanour," and is "a thoughtful and extremely shrewd adviser" who "always knows the right move for the client to make." He is further praised by one source for being "one of the most knowledgeable lawyers you will ever meet." He is known for regularly assisting with disputed trust and estate issues, and can serve as both a mediator and arbitrator in contested matters.

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Greenberg Traurig, PA

From the Chambers HNW guide

Diana Zeydel is the global head of the firm's private wealth practice and can provide sophisticated wealth planning advice for both US and non-US residents. Sources praise her as "an extremely talented and strong estate planner" with "an incredible bank of legal knowledge." Zeydel also has a strong reputation for handling estate and gift tax matters. She is described by a fellow lawyer as "a terrific adviser" who has "fantastic technical expertise."

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Band 2

Christopher W Boyett

Holland & Knight LLP

From the Chambers HNW guide

Christopher Boyett is a "really strong estate planner," notes one market insider. Another interviewee says: "He is thoughtful, pragmatic and a safe pair of hands." Boyett advises on trust and estate matters, as well as business succession planning, family office issues and fiduciary disputes. "He is a very shrewd and technical lawyer," notes one source, who adds that "he builds a really great rapport with clients."

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Band 2

Gunster

From the Chambers HNW guide

Elaine Bucher focuses her practice on estate planning and administration, and is noted for her expertise in representing clients with complex and sensitive family situations. One source reports that "she really connects with clients on a personal level. She wants to get to know the whole family and their objectives to ensure all aspects are co-ordinated. Clients just love her so much and she is hugely responsive. Clients look to her as a trusted adviser." Another peer adds that "she always speaks in a language that the client can understand." Bucher also has experience in fiduciary litigation.

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Band 2

Richard B. Comiter

Comiter Singer Baseman & Braun LLP

From the Chambers HNW guide

Richard Comiter provides advice to HNW individuals and families on all aspects of tax and trust planning. "He has tons of experience and multi-disciplinary skills," enthuses one peer, who adds that "he is a great all-round lawyer." He also has specific expertise in federal income tax issues, asset protection and wealth transfer planning. He is further praised for his expertise on partnership law and described as "a really smart guy and very safe pair of hands."

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Band 2

Greenberg Traurig, PA

From the Chambers HNW guide

James George is known for his expertise in fiduciary litigation and is described by a one source as "a very good litigator who is at the top of his game." He acts for HNW clients on a range of trust, estate and guardianship disputes. A peer reports that "he is a tenacious opponent who will fight hard for his client."

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Band 2

Goldman Felcoski & Stone PA

From the Chambers HNW guide

Robert Goldman is praised as "a formidable dispute lawyer" who is "very eloquent." One source says he is "a very good practitioner who really knows his stuff." He regularly acts for clients in trust and estate litigation. Other interviewees note that he is "very well respected in this market."

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Band 2

Holland & Knight LLP

From the Chambers HNW guide

Stewart Kasner recently joined Holland & Knight in Miami. He advises both domestic and foreign clients on international trust structures and tax planning. He is praised by a Florida market insider as "a very good international estates lawyer. He is very good with clients and can explain complex concepts in straightforward language." Another source adds: "He is very good at focusing on the key issues and always raises the most salient points. He has excellent attention to detail." Kasner is also noted for his expertise in financial reporting and offshore matters.

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Band 2

Michael Kavoukjian

White & Case LLP

From the Chambers HNW guide

Michael Kavoukjian leads the firm's private clients practice and advises on both contentious and non-contentious matters. "He is a very pragmatic and e xtraordinarily skilled lawyer," enthuses one interviewee, who adds: "He is analytical in his approach and demonstrates good judgement when advising the client." Kavoukjian has particularly significant experience in complex and multi-jurisdictional estate-related litigation. Clients further praise him for his "amazing bedside matter" and his "panoramic view of the law."

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Band 2

Nostro Jones P.A.

From the Chambers HNW guide

Louis Nostro of Nostro Jones P.A. has many years' experience of advising on estate planning matters, and is described an interviewee as "a safe pair of hands that I would recommend to clients." He is noted for his specific expertise in tax planning matters. One lawyer says Nostro is a "terrific tax practitioner and an excellent boutique private client lawyer, with a really strong reputation."

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Band 2

Holland & Knight LLP

From the Chambers HNW guide

Kevin Packman specialises in wealth planning for international clients and US residents with multi-jurisdictional assets. He has notable experience dealing with Latin American clients and is praised by one source for being "very knowledgeable on the international aspects of trust and tax law." This source adds that "he is very solution-focused and can resolve issues for clients in a very satisfactory manner."

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Band 2

Ozzie A Schindler

Greenberg Traurig, PA

From the Chambers HNW guide

Ozzie Schindler is recognised as an international tax expert and focuses his practice on offshore tax and estate planning. One lawyer praises him for being "very knowledgeable," adding that "he has excellent expertise in international matters." Known for his particular experience of the Latin American market, Schindler is praised by his fellow peers for being "a sophisticated international tax lawyer with an amazing reputation in the industry."

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Band 2

Gunster

From the Chambers HNW guide

Lisa Schneider is "a strategic thinker and incredibly knowledgeable about the law," enthuses one source, who adds: "She can explain complex matters fully and in clear language." Schneider advises a range of HNW clients on wealth preservation issues, and has a particular focus on business successions and planning for family structures. Clients say that she is "very thorough, really responsive and has a high level of technical knowledge."

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Band 2

Bilzin Sumberg

From the Chambers HNW guide

Hal Webb is an experienced tax and estate lawyer and leads the firm's international private client practice. "He is very thoughtful and has some real international expertise," enthuses one adviser, who adds: "He knows the HNW market inside out." Webb is known for his specific expertise when advising US clients with complex foreign trusts and also regularly acts for trust companies and family offices. Another peer points out that "he will add gravitas and expertise to the team at Bilzin."

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Band 3

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

From the Chambers HNW guide

David Akins primarily advises on personal wealth planning, especially for family-owned businesses. He has particular expertise in charitable giving, estate administration and gift planning. "He is a great lawyer with very strong legal knowledge," notes one Florida lawyer, while another peer adds: "He is a well-respected guy and he always does a good job."

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Band 3

Baker McKenzie

From the Chambers HNW guide

Simon Beck is an international trusts and tax lawyer, and has extensive experience of dealing with a range of complex cross-border matters. He advises global financial institutions, wealthy individuals, family offices, trust companies and national governments. One source describes him as "a good and practical" lawyer who is "solution-orientated."

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Band 3

Johnson Pope Bokor Ruppel & Burns, LLP

From the Chambers HNW guide

Joel Bronstein of Johnson Pope Bokor Ruppel & Burns, LLP is an experienced private wealth practitioner based in St Petersburg. He is recognised as "a very strong tax lawyer" by one peer, who adds: "He has a really high level of legal knowledge and is a pragmatic and thoughtful lawyer."

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Band 3

Richard M Goldstein

Bilzin Sumberg

From the Chambers HNW guide

Richard Goldstein is chair of the tax and estate group, and is praised by one market insider for having "amazing knowledge and expertise" in this area of law. He handles complex tax planning for a variety of clients and is recognised for his particular expertise when acting for non-US residents with multi-jurisdictional assets. One fellow peer reports that "he brings a very objective and analytical perspective to matters, which helps when dealing with complex situations."

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Band 3

William Hennessey

Gunster

From the Chambers HNW guide

William Hennessey leads the firm's probate, trust and guardianship litigation practice and regularly acts on complex and high-value disputes for HNW clients. "He has developed a reputation as an expert," notes one Florida insider, who adds that "he also has a great personality, which can facilitate the settlement of cases." He also advises on tax and business succession planning and is further praised as "an outstanding probate litigator."

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Band 3

Cummings & Lockwood

From the Chambers HNW guide

David Ludgin joined Cummings & Lockwood in early 2017. He moved his trusts and estates practice down to Florida from New Jersey, where he was a long-time partner at a well-regarded regional firm. He has been admitted to the Florida Bar, as well as New Jersey for many years, and is now based out of Cummings & Lockwood's private client-focused office in Bonita Springs. Sources in New Jersey regard him as "a solid lawyer with excellent client skills."

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Band 3

Gutter Chaves Josepher Rubin Forman Fleisher PA

From the Chambers HNW guide

Charles Rubin of Gutter Chaves Josepher Rubin Forman Fleisher PA specialises in tax planning matters for US and international clients. He also advises on estate planning, probate, asset protection and charitable matters. Florida lawyers recognise Rubin as "a really good income tax attorney" with a "very solid and broad practice," and describe him as "a great technical lawyer."

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Band 3

Hill Ward Henderson

From the Chambers HNW guide

Brian Sparks co-chairs the trusts and estates group at Hill Ward Henderson. His practice encompasses tax and estate planning, asset protection and privacy matters for HNW clients. One peer states: "He is thoughtful and capable, and he goes about his business in the right way." Sparks also handles tax disputes against the IRS. Another lawyer says he is a "really excellent lawyer with strong technical capacity. He's technically very good and can handle this profile of client with consummate ease and skill."

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Band 3

Katz Baskies & Wolf PLLC

From the Chambers HNW guide

Jerome Wolf is an experienced trusts and estates lawyer at Katz Baskies & Wolf PLLC in Boca Raton. He is known for his broad experience of sophisticated wealth transfer strategies and is specifically recognised as being "very good at foreign trusts and asset protection work."

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