Private Client

When you work with Mintz Levin’s Private Client attorneys, you have a team who looks at the big picture when considering how your assets will be distributed and who will carry out your wishes. We take into account everything from your family relationships to changing tax laws and build flexibility into your plan, so it can be changed, as needed, over time. We work collaboratively with your accountant, insurance broker, and investment advisors. When necessary, we consult with attorneys in the firm’s other practice areas — such as corporate, executive compensation, and tax — to make sure we have analyzed your situation from every angle.

Mintz Levin has been helping clients plan for their economic futures and the security of their families for decades. Our Private Client Practice is extremely active in New England in assisting high-net-worth individuals in the design of estate planning strategies. We work with clients with existing personal wealth, and also with those who have significant unrealized business wealth.

Quick Facts

  • Multidisciplinary team of attorneys with trusts and estates, tax, corporate, employment, and immigration law experience
  • Attorneys include:
    • Accredited Estate Planners by the National Association of Estate Planners and Councils
    • Board members and officers of the Boston Estate Planning Council
  • Access to counsel in other practice areas within the firm as needed
  • Multigenerational focus
  • Coordination with clients’ accountants, insurance brokers, and investment advisors

Areas of Focus

  • Estate planning
    • Lifetime and death-time estate planning
    • Lifetime wealth planning and related tax planning
    • Minimizing estate taxes
    • Minimizing asset exposure to creditors
  • Estate administration
    • Probate
    • Postmortem planning
  • Trust administration
  • Tax planning
    • Estate tax
    • Gift tax
    • Generation-skipping transfer tax
    • Income tax
  • Business succession planning
  • Charitable giving
    • Charitable foundation creation and administration
    • Charitable lead trusts
    • Charitable remainder trusts
    • Donor-advised funds
  • Probate litigation
  • Prenuptial agreements

Rankings & Recognitions

  • U.S. News & World Report and Best Lawyers “Best Law Firms”:
    • Ranked in Boston for Trusts and Estates Law
  • Best Lawyers in America:
    • Practice Chair ranked for Trusts and Estates
  • Massachusetts Super Lawyers:
    • Attorneys ranked for Estate Planning & Probate

Clients We Serve

  • High-net-worth individuals
  • Closely held business owners
  • Senior executives
  • Trustees of trusts
  • Personal representatives of estates
  • Beneficiaries of estates and trusts
  • Foundations