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

Private Wealth Law — Georgia

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From the HNW guide

Alston & Bird provides a comprehensive range of wealth management services to HNW clients from its office in Atlanta. "They are a fantastic firm with a very strong and sophisticated estate planning group," enthuses one peer. Another source notes: "All their attorneys in that department are excellent from top to bottom."

The team at Alston handles a broad range of estate administration matters as well as tax planning and fiduciary litigation. The firm is also able provide international expertise for clients with multi-jurisdictional assets and residencies. Sources further praise the firm for its "detailed tax knowledge" as well as its "impressive roster of clients."

Notable practitioners

Benjamin White is recognised for his work with charities and other tax-exempt organisations. His peers describe him as "undoubtedly the top charity and philanthropy lawyer in Georgia," and "an absolute expert at charitable work." White is noted for his specific expertise in tax mitigation solutions for non-profit organisations while also maintaining a broad wealth management practice. One adviser says: "He is recognised as a top lawyer in this area in Atlanta, and does a really fine job."

Mark Williamson is described by one peer as "one of the best tax and estate attorneys in the State." He chairs the firm's wealth planning group and practices primarily in the areas of federal taxation and estate planning. "He is a very sharp guy with incredible skills and knowledge of tax," enthuses one source, who adds: "He can grasp the most complex tax matters very easily." Williamson is also recognised for his international expertise, with one peer noting that "he is very clued up on cross-border issues."

Margaret Scott has a broad private client practice, and one source notes that "she is fantastic; a real star in the making." She advises on estate planning and administration, charitable matters and tax and fiduciary litigation. Peers say she is "super smart" and that "she is respected enormously for her sophisticated work."

Robert Edge has led the firm's wealth management team for over 25 years and is a former president of both the Atlanta Estate Planning Council and the Georgia Federal Tax Conference. One source says: "I have tremendous respect for his achievements over the years."

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Arnall Golden Gregory LLP

From the HNW guide

Arnall Golden Gregory is a large Atlanta firm known for providing sophisticated wealth transfer solutions. "They always implement bespoke strategies which serve the best interest of the client," reports one Georgia adviser. Another source enthuses: "They have a very high level of expertise; their attention to detail and in-depth knowledge of complex subjects is good across the board."

The team is lauded for its high level of client service. Market insiders note that "the team is very thoughtful in their approach to client relations," and that "they are really willing to go the extra mile for the client." The firm is further praised by another commentator, who says that it is "very responsive, efficient and acts with a high degree of integrity."

Notable practitioners

Bertram Levy leads the firm's private wealth team, and one source notes that "he is recognised at the pre-eminent expert in this area." He is praised as "a real beacon of knowledge and wisdom." His practice focuses on complex wealth transfer planning for HNW families and he is noted for his specific expertise in family business succession matters. "He is a true expert in this field and he always does a really good job for the client," enthuses one insider.

Suzanne Plybon advises on wealth planning matters, including international estate planning and business succession. Sources praise her "outstanding expertise" and note that "she is meticulous and deals with every issue from start to finish." Plybon also regularly acts for charities and other tax-exempt organisations. She is lauded by one adviser for being "very responsive and always keeping on top of matters." Another insider says: "Her knowledge, demeanour, diligence and thoroughness are all fantastic."

Jeremy Ware is described as "supremely qualified to undertake complex trust planning work" and "excellent from a technical standpoint." He can advise on a broad range of trust and estate matters and has particular expertise in complex wealth transfer tax strategies. "I'm impressed by how comfortable he is across a diverse range of private client work," enthuses one source, who adds: "He is very good with client communication and being responsive."

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Bowden Spratt Law Firm PC

From the HNW guide

Bowden Spratt is a well-established firm dedicated to sophisticated and bespoke wealth planning. "It is a fantastic boutique firm with real expertise in trust and estate work" enthuses one market insider, while another peer reports: "They have a number of strong attorneys who really understand the nuances in this area of law."

The firm provides a comprehensive range of wealth transfer and estate planning services. It also advises on charitable matters, incapacity planning and business succession. Commentators praise Bowden Spratt as "a real go-to firm" with "a very strong and positive reputation in this market."

Notable practitioners

Henry Bowden is an experienced estate planning lawyer. One source describes him as "very intelligent and well versed in all aspects of the law," adding: "He has real pedigree in this industry; he has gained the trust and respect of his clients and is seen as a trusted adviser." Bowden regularly acts for HNW individuals and families and his practice also encompasses charitable giving and tax planning matters.

James Spratt is recognised by market commentators as "a very impressive lawyer with lots of experience." He advises extensively on wealth transfer planning, tax matters, charitable giving and business succession. His analytical skills are widely praised by his peers, who state that he is "extremely intellectual and thoughtful." Other Georgia interviewees note that "he is a cerebral and nuanced thinker."

Patricia Thompson handles complex estate and tax planning matters for wealthy clients. She also advises on special needs planning and is praised by one fellow lawyer for being "a great practitioner with lots of experience." Her client skills are also acknowledged, with one peer noting that "clients find her easy to understand and she exudes authority."

Nikola Djuric joined Bowden Spratt in September 2017. He is lauded by peers as "a phenomenal lawyer" and "one of the best attorneys I have worked with." He acts for wealthy families on estate planning matters, including the preparation of wills and trust instruments, as well as advising on tax and succession planning for closely held businesses. Djuric is praised as being "extremely technical with an excellent grasp of the law," and "a very thoughtful lawyer with immense skill and understanding." His level of service is also praised, with one source noting that "he always goes the extra mile for the client."

Elizabeth Faist regularly advises in the areas of trusts, estates, charitable planning and tax matters. "Her client interaction is incredibly strong," notes one source, who adds that "she is very good at dealing with sensitive clients." Described by clients as "always very helpful," she also handles IRS tax disputes, business succession and asset protection matters.

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From the HNW guide

Bryan Cave is an international firm with a sizeable private client team based in Atlanta. The firm advises on a comprehensive range of estate and tax planning matters and has the ability to deal with cross-border planning for multinational and non-US clients. Sources describe the private client team as "very sophisticated" and "both knowledgeable and creative."

The firm is recognised for its strength in dealing with trust disputes. It is also praised for being "a safe pair of hands that looks after its client in a very thorough manner."

Notable practitioners

Kimberly Civins advises primarily on estate planning and administration, trust matters and transfer tax issues. She is described by one source as "a real bright lawyer who has a very good practice." Another Georgia adviser adds: "I have a lot of respect for her intellect." Civins is also recognised for her work with tax exempt organisations, including public charities and private foundations.

William Linkous is recognised for his background in fiduciary litigation as well as traditional tax and estate planning. "He is the dean of our trusts and estates Bar," enthuses one peer, while another lawyer notes that "he has made a major contribution to the wealth management market in Georgia." Georgia lawyers acknowledge that "the whole market respects him" and note his extensive experience in this industry.

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From the HNW guide

Gaslowitz Frankel is a niche firm, which specialises in fiduciary litigation and is recognised by one Georgia lawyer as "the premier trust and estate disputes firm in Atlanta." The team acts for a range of different stakeholders in complex fiduciary disputes and also has experience in all forms of alternate dispute resolution.

Sources praise the firm for being "the go-to probate litigation firm" and for possessing "very tough and fierce lawyers." Another market commentator notes: "They are a very effective team and they always fight as hard as possible for their clients."

Notable practitioners

Adam Gaslowitz is praised by sources as "a top-tier litigator" and "exceptionally smart." He regularly represents individual trustees and executors as well as financial institutions in major fiduciary disputes. One peer reports: "He handles litigation matters in a serious and reasonable way in order to reach the fairest settlement possible for the client." Other advisers note that he is "thoughtful and academic" as well as being a "fearless negotiator."

Craig Frankel acts for clients in civil disputes in connection with wills, trusts and fiduciary representation. He is also experienced in alternate dispute resolution techniques and is described by one source as an "excellent litigator." Peers note that "he ensures that the client's best interests are always looked after."

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Wallace Morrison & Casteel

From the HNW guide

Wallace Morrison & Casteel is a boutique firm which specialises in complex wealth transfer planning. It has the ability to act for both US and non-US citizens with multi-jurisdictional estates and also has expertise in fiduciary litigation. One market insider notes: "They are a team of strong lawyers who act with integrity," adding that "they have tons of experience between them."

The firm also regularly represents sportsmen, entertainers, charitable entities and other tax-exempt organisations in wealth management matters.

Notable practitioners

Ralph Morrison is an experienced lawyer who acts for HNW clients on complex estate planning matters as well as trust disputes. "He is a great lawyer, adept at both contentious and non-contentious matters," enthuses one source, who adds: "He has a lot of experience and is a well-known name in this market." He also advises charities and non-profit organisations and is further praised by a fellow peer as "very collaborative and a real team player."

Stephanie Casteel advises on a broad range of private client matters and one Georgia lawyer describes her as "a brilliant thinker and wonderful mentor." She is known for her work on charitable planning and domestic asset protection. Sources add that she has "good experience" and is "a wholehearted advocate for her clients."

John Wallace is known to peers as a "very accomplished" lawyer and "a national expert at trust and estate law." He advises on complex wealth transfer planning for both US and non-US residents and also deals with business succession and tax planning matters. "He is revered by experts everywhere," enthuses one market insider, while another source notes that "he has contributed a lot to this area of law."

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Senior Statesmen

Alston & Bird LLP

From the Chambers HNW guide

Robert Edge has led the firm's wealth management team for over 25 years and is a former president of both the Atlanta Estate Planning Council and the Georgia Federal Tax Conference. One source says: "I have tremendous respect for his achievements over the years."

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Senior Statesmen

Bryan Cave LLP

From the Chambers HNW guide

William Linkous is recognised for his background in fiduciary litigation as well as traditional tax and estate planning. "He is the dean of our trusts and estates Bar," enthuses one peer, while another lawyer notes that "he has made a major contribution to the wealth management market in Georgia." Georgia lawyers acknowledge that "the whole market respects him" and note his extensive experience in this industry.

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Senior Statesmen

Wallace Morrison & Casteel

From the Chambers HNW guide

John Wallace is known to peers as a "very accomplished" lawyer and "a national expert at trust and estate law." He advises on complex wealth transfer planning for both US and non-US residents and also deals with business succession and tax planning matters. "He is revered by experts everywhere," enthuses one market insider, while another source notes that "he has contributed a lot to this area of law."

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Henry Bowden, Jr.

Bowden Spratt Law Firm PC

From the Chambers HNW guide

Henry Bowden is an experienced estate planning lawyer. One source describes him as "very intelligent and well versed in all aspects of the law," adding: "He has real pedigree in this industry; he has gained the trust and respect of his clients and is seen as a trusted adviser." Bowden regularly acts for HNW individuals and families and his practice also encompasses charitable giving and tax planning matters.

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Bowden Spratt Law Firm PC

From the Chambers HNW guide

Nikola Djuric joined Bowden Spratt in September 2017. He is lauded by peers as "a phenomenal lawyer" and "one of the best attorneys I have worked with." He acts for wealthy families on estate planning matters, including the preparation of wills and trust instruments, as well as advising on tax and succession planning for closely held businesses. Djuric is praised as being "extremely technical with an excellent grasp of the law," and "a very thoughtful lawyer with immense skill and understanding." His level of service is also praised, with one source noting that "he always goes the extra mile for the client."

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Arnall Golden Gregory LLP

From the Chambers HNW guide

Bertram Levy leads the firm's private wealth team, and one source notes that "he is recognised at the pre-eminent expert in this area." He is praised as "a real beacon of knowledge and wisdom." His practice focuses on complex wealth transfer planning for HNW families and he is noted for his specific expertise in family business succession matters. "He is a true expert in this field and he always does a really good job for the client," enthuses one insider.

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Bowden Spratt Law Firm PC

From the Chambers HNW guide

James Spratt is recognised by market commentators as "a very impressive lawyer with lots of experience." He advises extensively on wealth transfer planning, tax matters, charitable giving and business succession. His analytical skills are widely praised by his peers, who state that he is "extremely intellectual and thoughtful." Other Georgia interviewees note that "he is a cerebral and nuanced thinker."

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Alston & Bird LLP

From the Chambers HNW guide

Benjamin White is recognised for his work with charities and other tax-exempt organisations. His peers describe him as "undoubtedly the top charity and philanthropy lawyer in Georgia," and "an absolute expert at charitable work." White is noted for his specific expertise in tax mitigation solutions for non-profit organisations while also maintaining a broad wealth management practice. One adviser says: "He is recognised as a top lawyer in this area in Atlanta, and does a really fine job."

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Alston & Bird LLP

From the Chambers HNW guide

Mark Williamson is described by one peer as "one of the best tax and estate attorneys in the State." He chairs the firm's wealth planning group and practices primarily in the areas of federal taxation and estate planning. "He is a very sharp guy with incredible skills and knowledge of tax," enthuses one source, who adds: "He can grasp the most complex tax matters very easily." Williamson is also recognised for his international expertise, with one peer noting that "he is very clued up on cross-border issues."

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Gaslowitz Frankel

From the Chambers HNW guide

Adam Gaslowitz is praised by sources as "a top-tier litigator" and "exceptionally smart." He regularly represents individual trustees and executors as well as financial institutions in major fiduciary disputes. One peer reports: "He handles litigation matters in a serious and reasonable way in order to reach the fairest settlement possible for the client." Other advisers note that he is "thoughtful and academic" as well as being a "fearless negotiator."

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Wallace Morrison & Casteel

From the Chambers HNW guide

Ralph Morrison is an experienced lawyer who acts for HNW clients on complex estate planning matters as well as trust disputes. "He is a great lawyer, adept at both contentious and non-contentious matters," enthuses one source, who adds: "He has a lot of experience and is a well-known name in this market." He also advises charities and non-profit organisations and is further praised by a fellow peer as "very collaborative and a real team player."

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Alston & Bird LLP

From the Chambers HNW guide

Margaret Scott has a broad private client practice, and one source notes that "she is fantastic; a real star in the making." She advises on estate planning and administration, charitable matters and tax and fiduciary litigation. Peers say she is "super smart" and that "she is respected enormously for her sophisticated work."

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Cohen Pollock Merlin & Small, P.C.

From the Chambers HNW guide

Tony Turner practices family wealth planning at the Atlanta-based firm Cohen Pollock Merlin & Small, P.C. "He has a fantastic practice," notes one source, who adds that "he is a very smart and charismatic lawyer." Turner acts for a range of HNW clients in this area and insiders note that "he works closely with certain banks and is highly regarded by major financial institutions." Another peer says: "He is a very thoughtful lawyer and he really knows his stuff."

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Stephanie Casteel

Wallace Morrison & Casteel

From the Chambers HNW guide

Stephanie Casteel advises on a broad range of private client matters and one Georgia lawyer describes her as "a brilliant thinker and wonderful mentor." She is known for her work on charitable planning and domestic asset protection. Sources add that she has "good experience" and is "a wholehearted advocate for her clients."

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Bryan Cave LLP

From the Chambers HNW guide

Kimberly Civins advises primarily on estate planning and administration, trust matters and transfer tax issues. She is described by one source as "a real bright lawyer who has a very good practice." Another Georgia adviser adds: "I have a lot of respect for her intellect." Civins is also recognised for her work with tax exempt organisations, including public charities and private foundations.

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Band 3

Gaslowitz Frankel

From the Chambers HNW guide

Craig Frankel acts for clients in civil disputes in connection with wills, trusts and fiduciary representation. He is also experienced in alternate dispute resolution techniques and is described by one source as an "excellent litigator." Peers note that "he ensures that the client's best interests are always looked after."

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Band 3

Menden Freiman

From the Chambers HNW guide

Lawrence Freiman of Menden Freiman focuses his practice in the areas of tax planning, business law and estate planning. He advises extensively on the tax implications of complex transactions and restructurings. He is praised by a peer as being "a leader in the field who really knows his stuff." One source comments: "He is a top-notch lawyer; I am thankful he has been able to advise me."

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Arnall Golden Gregory LLP

From the Chambers HNW guide

Suzanne Plybon advises on wealth planning matters, including international estate planning and business succession. Sources praise her "outstanding expertise" and note that "she is meticulous and deals with every issue from start to finish." Plybon also regularly acts for charities and other tax-exempt organisations. She is lauded by one adviser for being "very responsive and always keeping on top of matters." Another insider says: "Her knowledge, demeanour, diligence and thoroughness are all fantastic."

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Patricia Thompson

Bowden Spratt Law Firm PC

From the Chambers HNW guide

Patricia Thompson handles complex estate and tax planning matters for wealthy clients. She also advises on special needs planning and is praised by one fellow lawyer for being "a great practitioner with lots of experience." Her client skills are also acknowledged, with one peer noting that "clients find her easy to understand and she exudes authority."

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Band 3

Arnall Golden Gregory LLP

From the Chambers HNW guide

Jeremy Ware is described as "supremely qualified to undertake complex trust planning work" and "excellent from a technical standpoint." He can advise on a broad range of trust and estate matters and has particular expertise in complex wealth transfer tax strategies. "I'm impressed by how comfortable he is across a diverse range of private client work," enthuses one source, who adds: "He is very good with client communication and being responsive."

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Associates to watch

Elizabeth A. Faist

Bowden Spratt Law Firm PC

From the Chambers HNW guide

Elizabeth Faist regularly advises in the areas of trusts, estates, charitable planning and tax matters. "Her client interaction is incredibly strong," notes one source, who adds that "she is very good at dealing with sensitive clients." Described by clients as "always very helpful," she also handles IRS tax disputes, business succession and asset protection matters.

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