Shari Levitan

About Shari Levitan

Shari A. Levitan is a partner in Holland & Knight\'s Boston office and chairs the firm\'s New England Private Wealth Services Group. She is widely regarded as an authority on wealth and tax planning and business succession planning matters and has been interviewed by NPR, Reuters, Financial Times and the Associated Press. Ms. Levitan\'s work involves counseling high-net-worth individuals, developing and implementing tax-efficient wealth transfer strategies that are consistent with their personal philosophies and objectives, advising private company owners and public company executives in business matters related to their personal planning, and representing institutions and individuals who serve as trustees in disputes with co-fiduciaries and beneficiaries. Drawing upon the vast capabilities of Holland & Knight\'s platform, Ms. Levitan counsels clients with multijurisdictional asset issues, such as tax planning and substantive law matters in multiple domestic and foreign jurisdictions. She has extensive experience advising clients in the areas of bioethics issues related to estate planning issues involving children born through assisted reproductive technologies (ART) and planning for same-sex couples.

Experience

1. Partner

   Holland & Knight LLP

   Sep 2002 — Present

Education

• Tufts University

  Bachelor’s Degree

Skills

• Estate Administration
• Corporate Law
• Trade Secrets
• Mergers & Acquisitions
• Prenuptial Agreements
• Estate Planning
• Trusts
• Litigation
• Dispute Resolution
• Legal Research
• Estate Law