Practice Areas & Industries: Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.


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Practice/Industry Group Overview

Mintz Levin has been helping clients plan for their personal economic future and the security of their families for decades. With a deep understanding of the personal and legal issues involved, our Private Client Practice attorneys are dedicated to guiding clients through this complex process to successfully meet their individual goals, which may include:

  • Lifetime asset transfer;
  • Retirement;
  • Estate planning;
  • Business succession planning, and/or
  • Philanthropic goals.

Our clients range from high-net worth individuals and their families to owners of closely held businesses, corporate executives and trust companies. Not only do we work with clients who have existing personal wealth, but also those with significant unrealized business wealth. Our services include:

  • lifetime and death-time estate planning;
  • business succession planning;
  • estate administration;
  • trust administration;
  • creation and operation of charitable foundations, and
  • the related areas of estate, gift, generation-skipping transfer tax and income taxation.

Irrespective of the service provided, our goal is always the same: to ensure that our strategies and counsel are consistent with our clients' wealth retention and control objectives.

At Mintz Levin, our approach to working with clients is "holistic." We look at the big picture when considering how their assets will be distributed and who will carry out their wishes--including issues such as dynamic family relationships, changing tax laws, and building flexibility into a plan so that it can be adjusted, as needed, over time. We routinely collaborate with our clients' other professional service providers, such as accountants, insurance brokers and investment advisors. Of course, as necessary, we draw upon the resources of other Mintz Levin specialists in business, executive benefits and immigration law to make sure we have analyzed the respective client situation from every possible angle.

Group Presentations
  Basic Estate Planning & Estate Tax Issues in the New Environment Seminar, Speaker, Peter Miller, 10 Winter Place, Boston, MA, July 20, 2011
Boston Tax Institute Seminar: Basic Estate Planning for Accountants & Their Clients, Speaker, Susan Kealy, Waltham, MA, June 13, 2011
The Impact of the Tax Relief Act on Estate Planning, Speaker, Peter Miller, Boston, MA, February 18, 2011
2010 Estate Administration: A Year Like No Other, Speaker, Sara Condon, Boston, MA, February 18, 2011
MCLE 12th Annual Estate Planning Conference, Speaker, Susan Kealy, Boston, MA, January 7, 2011