USA - Private Wealth Law: Central Region Lawyers & Law Firms - HNW - Chambers and Partners
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HNW Guide

Private Wealth Law: Central Region — USA

Band 1

Kirkland & Ellis LLP

From the Chambers HNW guide

David Handler is a highly experienced trusts and estates lawyer who has extensive experience working with business executives and private equity and venture capital fund principals on wealth planning matters. "David is strong in the private equity world," says one attorney; "he made a name for himself coming up with strategies for private equity principals." Another source echoes this sentiment, saying: "He deals with private equity - he is fantastic and has pioneered nuanced techniques. He is absolutely as bright as can be and top-notch."

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Band 1

Carol A Harrington

McDermott Will & Emery LLP

From the Chambers HNW guide

Carol Harrington"is one of the smartest people in the business," says a source; "a strong leader and someone that people look at as an industry thought leader." Harrington is best known as a national expert on generation-skipping transfer tax matters, but her practice is a broad one and she regularly handles a wide range of issues for some of the wealthiest families in the country. Harrington is "the pre-eminent generation-skipping tax expert in the country," enthuses one interviewee; another notes that she is "extremely experienced and has a good command of vast material." She also wins praise for her client-handling skills. One commentator states: "She is phenomenal - she is in control and you have no concerns, you know things are being done right."

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Band 2

Thomas W. Abendroth

Schiff Hardin LLP

From the Chambers HNW guide

Thomas Abendroth leads the private client department at the firm, and advises HNW families, hedge fund managers and business owners. "I think very highly of him," asserts a peer, adding that he has a "very capable, smart, service-oriented, practical and sensible approach." Abendroth also has expertise representing trustees and beneficiaries in fiduciary litigation.

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Band 2

Christine L Albright

Holland & Knight LLP

From the Chambers HNW guide

Christine Albright in Chicago advises clients on the full suite of estate, trust and wealth planning matters. One interviewee notes that "she has an outstanding reputation," and adds that "she has lot of great experience, is very smart and has a good bedside manner." Another says: "I like working with her and she is a quality person - she has the intellectual knowledge and depth, she is comfortable speaking, and she provides the answer, which is refreshing."

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Band 2

Schiff Hardin LLP

From the Chambers HNW guide

Susan Bart is described by her peers as "a phenomenal lawyer," who is "very smart and technically astute." She assists business owners, financial institutions and private foundations with a broad range of trusts and estates matters. Bart is praised as a "top lawyer nationwide with a national reputation."

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Band 2

Bryan Cave Leighton Paisner LLP

From the Chambers HNW guide

Lawrence Brody's practice covers estate planning for high net worth families, with a particular focus on the use of life insurance as part of clients' estate plans. One source enthuses: "Everyone respects him in the industry, he is the guy to call on split-dollar life insurance. You can't contest his knowledge on split-dollar." Another interviewee agrees, saying: "He has been the guru in the insurance area forever." Brody is a partner at Bryan Cave Leighton Paisner LLP.

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Band 2

Baker Botts LLP

From the Chambers HNW guide

Stephen Dyer chairs the Baker Botts LLP private client team, and has a notable reputation in Texas for his estate planning and business succession expertise. He is regarded as a "very strong lawyer" who is "technically skilled" and has a "strong reputation in the community and further afield."

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Band 2

Harrison & Held

From the Chambers HNW guide

Louis Harrison of Harrison & Held advises on a broad range of wealth management matters. Sources note that "he's very knowledgeable, particularly in the insurance area." One interviewee reports that Harrison is "a solid guy," adding: "He's a great thinker, and an intense worker with a strong work ethic - he is an outstanding lawyer."

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Band 2

McDermott Will & Emery LLP

From the Chambers HNW guide

David Herpe"is a very bright individual," reports an interviewee; "he is an extraordinarily competent person who works well with clients." He is a trusted adviser to ultra-affluent families, assisting with all aspects of wealth transfer and succession planning. A client says Herpe is the "quarterback and chief strategist" on their work, explaining that "he gets the big cosmic picture. He is bright and can understands the regulatory environment, the Tax Code and the evolving legislation. He is well ahead of the curve."

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Band 2

Lawrence P Katzenstein

Thompson Coburn LLP

From the Chambers HNW guide

The "highly regarded and respected" Lawrence Katzenstein of Thompson Coburn LLP is an experienced estate planning practitioner. He has notable charitable planning expertise, and is the creator of Tiger Tables, a piece of actuarial software which is widely used in the industry. A source reports that "he is a really smart lawyer" who is "very active on the charitable side of estate planning. He's just brilliant with numbers - he has developed several computer programs that we all use."

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Band 2

Stinson Leonard Street LLP

From the Chambers HNW guide

Charles Redd of Stinson Leonard Street LLP focuses his practice on estate planning, administration and trust litigation. Redd is most commonly noted for his high-level academic understanding of complex trusts, estates and tax issues. One source enthuses: "He is a tremendous technical lawyer. If you had an arcane question, he is your go-to guy." Commentators also praise Redd's abilities as a speaker and lecturer on trusts and estates law.

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Band 3

McDermott Will & Emery LLP

From the Chambers HNW guide

William Butler took over as global head of the firm's private client practice in January 2018. One source describes him as a "great smart guy who is really good with families, evaluating what families need and helping them out. He can get along with lots of different families." Another interviewee echoes this sentiment, saying: "Bill is wonderful - he's got good technical skills, and beyond that he's got great client-handling skills and good emotional IQ. With the families we represent, you need that understanding of the family dynamics; that's important. He's also very practical in his advice. Some people are very technically proficient but may not be able to describe things in plain English, get to the bottom line, and listen to what the client's objectives are. Bill has a knack for focusing on the right answer."

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Band 3

Schiff Hardin LLP

From the Chambers HNW guide

David Hodgman advises HNW individuals and families on wealth transfer and business succession planning, and has expertise in charitable planning for tax-exempt organisations. "He is a very seasoned, experienced, smart lawyer," observes one interviewee. Another says: "Dave has got a lot of knowledge - he knows so many things off the top of his head. His legal analysis is incredible and he is a real critical thinker."

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Band 3

Loeb & Loeb LLP

From the Chambers HNW guide

Jordan Klein acts for wealthy families on estate planning matters, charitable planning, tax and succession planning for closely held businesses. "Jordan is a high-quality lawyer" who is "very technically savvy," says a source. Another market commentator notes that "he is considered a tremendously hard worker, and he is a bright guy and pleasant to deal with."

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Band 3

McDermott Will & Emery LLP

From the Chambers HNW guide

One source praises Richard Lang as "extremely smart," describing him as "the go-to guy for executive estate planning" for his "excellent sound advice." Lang focuses on working for venture capital fund principals, entrepreneurs and family offices. One of Lang's clients says: "He is a perpetual calming influence when things get moving fast. He manages the process, and he brings very good ideas to the table and creativity. He goes beyond the technical side, he is a counsellor to me."

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Band 3

Kathleen R. Sherby

Bryan Cave Leighton Paisner LLP

From the Chambers HNW guide

Kathleen Sherby of Bryan Cave Leighton Paisner LLP focuses her practice on estate planning, administration and charitable giving. Sherby is best known for her expertise on retirement benefits. An interviewee says Sherby is "very detail-oriented," adding: "She has a good grasp of issues relating to employee benefits."

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Band 3

Levenfeld Pearlstein LLC

From the Chambers HNW guide

Lauren Wolven of Levenfeld Pearlstein LLC advises clients on succession planning, fiduciary litigation and trust and estate administration matters. Wolven regularly lectures on estate and trust matters across the country, and has experience assisting not-for-profit organisations with tax planning. Sources say that "she is smart, thoughtful, a good collaborator and a good problem solver."

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