Georgia is home to some of the country’s leading private wealth law practitioners. This diverse group of professionals specializes in everything from estate planning and administration to tax matters and trust litigation. They each bring their own unique blend of expertise, insight, and client-focused service to the table, proving instrumental in the lives of their affluent clients. This article seeks to showcase these lawyers and their varied skill sets.
Private wealth law involves the legal, financial, and tax intricacies associated with wealth accumulation, preservation, and transfer. As such, it needs lawyers who are not only well-versed in these complex areas but also have the ability to build strong relationships with their clients. The ones highlighted here demonstrate a distinctive sophistication in handling high-stakes financial and legal matters.
Here, we’ve featured some of the notable names in Georgia’s private wealth law industry. These are the professionals leading the way, setting the industry standard, and shaping industry trends. Let’s get to know them better:
Nikola R. Djuric
At the helm of Djuric Spratt P.A., Nikola Djuric is serving many clients and astounds observers with his commanding mastery of contentious and non-contentious tax, trust, and estate matters. His accomplishments in the field have earned him recognition in the American Law Institute.
Kimberly Civins
Kimberly Civins of Harrison & Held is adept at guiding high net worth clients through estate planning and administration, charitable planning, and tax matters. Her experience extends to representing clients in trust litigation.
Michael L. Van Cise
A part of the team at Arnall Golden Gregory LLP, Michael Van Cise is renowned for his personable approach and an ability to break down complex issues for his clients. His in-depth awareness of tax and estate planning issues proves consistently beneficial for his clients.
Kristen Lewis
Kristen Lewis, based at The Bowden Law Firm, LLC, is a leading authority in special needs trust planning. As a highly respected expert in the field, she provides families with invaluable assistance in estate planning.
Alan F. Rothschild
Alan Rothschild of Page, Scrantom, Sprouse, Tucker & Ford, P.C. is a recognized figure in the realm of charitable planning. His impeccable reputation complements his professional finesse.
Jeremy Ware
Also part of Arnall Golden Gregory LLP, Jeremy Ware stands out for having comprehensive knowledge of estate planning, displayed clearly in his prudent advice to clients. His top-class technical skills are further bolstered by his level-headed and thoughtful approach.
Lawrence Freiman
A partner at Menden Freiman, Lawrence Freiman commands a good reputation for advising closely-held business owners on a myriad of wealth planning issues. His personable demeanor complements his profound expertise.
Craig M. Frankel
Craig Frankel from Gaslowitz Frankel LLC is an excellent fiduciary litigator. His prowess in handling litigation involving wills, trusts, and fiduciary duties is highly regarded in the industry.
Tiffany McKenzie
Tiffany McKenzie at Harrison & Held provides seasoned advice on a number of wealth transfer matters, including estate planning and administration and business succession planning. Her expertise is crucial for individuals and families looking to secure their wealth.
Bertram L. Levy
A member of Arnall Golden Gregory LLP, Bertram Levy is a highly appreciated figure among both clients and peers. Known for his excellent listening and advisory skills, his client-centric approach allows for the successful planning of long-term wealth transfers.
In conclusion, these stellar professionals are making a significant impact on private wealth law, offering solutions to wealth-related issues faced by their clients. Their ongoing success is a testament to their expertise, commitment, and the robust relationships they form with their clients.
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