The legal landscape for private wealth management in Pennsylvania houses some exceptional lawyers whose expertise have been instrumental in shaping the sector and serving high net-worth clients. Specializing in complex matters, these legal maestros leverage their proficiency in estate planning, trust administration, succession planning, and tax laws among others, to offer tailored solutions for their clients. This article is a roll call of some of the most interesting and influential private wealth law lawyers that have left an indelible mark on the fields of trusts, estates, and their related laws and regulations in Pennsylvania.
The list of top-tier private wealth attorneys includes powerhouse figures at esteemed law firms. Playing a pivotal role in their firms and the industry at large, these lawyers deliver bespoke solutions that reflect their deep understanding of the intricacies of private wealth law. Besides estate planning and trust management, they also proficiently handle issues such as family law, charitable planning, business succession planning, and real estate matters. These professionals equally deserve recognition for their keen attention to each client’s specific needs and for their ability to relay complex legal concepts in a simplified and understandable manner.
Let us embark on a journey to know more about these private wealth law professionals who have made substantial contributions to the Pennsylvania legal landscape. From renowned veterans to rising luminaries, we cover an assorted mix of legal experts ensuring a holistic glimpse into the state’s legal fraternity dealing with private wealth matters.
Marilyn Sanborne, Ballard Spahr LLP
Marilyn Sanborne has been described as highly experienced and sophisticated in estate planning. With expertise in all aspects of estate planning and works, she has gained rave reviews from clients and advisors alike. Her passion for client servicing and professionalism has earned her a distinct place in the industry.
John A. Terrill, II, Heckscher, Teillon, Terrill & Sager, P.C.
John Terrill specializes in estate planning and administration, charitable planning and fiduciary litigation offering a range of services to clients.
Heike Sullivan, Ballard Spahr LLP
A tax and estate planning expert, Heike Sullivan deftly handles complex matters including wills, trusts, matrimonial agreements and family business issues. Her professional demeanour and clear communication makes her an esteemed figure.
Francis J Mirabello, Morgan, Lewis & Bockius LLP
Francis Mirabello is credited with shaping estate planning in Pennsylvania. He advises high net worth clients and closely held business owners on estate planning, charitable planning, family law and real estate matters.
Amy Ufberg, Dechert LLP
Amy Ufberg of Dechert LLP is recognized for her depth of knowledge in wealth transfer and estate planning, demonstrating a sophisticated approach in her practice.
Robert Friedman, Cozen O’Connor
Specialized in trust, estate planning, business succession and charitable planning, Robert Friedman is lauded as excellent counsel.
W. Steve Woodward, Gadsden Schneider & Woodward LLP
Steve Woodward, a founding partner at his firm, provides exemplary service to clients regarding complex trust and estate matters.
Lawrence Chane, Blank Rome LLP
Lawrence Chane adeptly manages tax and estate planning services for high net worth clients, including business owners. His expertise includes succession planning, generation skipping and charitable planning.
Lester Lipschutz, Cozen O’Connor
The very knowledgeable Lester Lipschutz handles sophisticated trust, estate, business succession and tax issues, making him a key figure in the industry.
Christina Fournaris, Morgan, Lewis & Bockius LLP
Christina Fournaris is based in Philadelphia and advises wealthy individuals on matters such as estate planning, charitable giving and tax, serving entrepreneurs, families and enterprise owners.
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