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🀫 Gratitude · the estate attorneys

The people who protect a family's legacy.

Gratitude to the trust, estate, and tax attorneys who help families steward and pass on what they have built, across generations. Celebrated from public work, with a cited source on every card. Find or get discovered locally in the 🀫 Yellow Pages.

All championsThe Apple 1024

34 of 1024 Β· celebrated from public information, cited on every card.

DZ

Diana S.C. Zeydel

Global Chair of Private Wealth Services at Greenberg Traurig, known for sophisticated wealth-transfer and business-succession planning for UHNW families.

Greenberg Traurig, Miami

estate-lawprivate-wealthwealth-transfer
Why we celebrate them

A Band 1 nationwide private-wealth lawyer and past ACTEC Regent whose careful, creative planning helps families pass on what they have built.

Source β†—
CI

Charles D. Fox IV

McGuireWoods partner and past ACTEC President, known for estate planning, trust administration, and teaching a generation of trust professionals.

McGuireWoods, Charlottesville

estate-lawtrust-administrationwealth-transfer
Why we celebrate them

For thirty years he has taught the leaders of trust departments across the country, giving generously of what he knows.

Source β†—
TB

Turney P. Berry

Wyatt Tarrant and Combs team leader and past ACTEC Regent, known for estate, business, and charitable planning.

Wyatt, Tarrant and Combs, Louisville

estate-lawcharitable-planningwealth-transfer
Why we celebrate them

He speaks of estate planning as a civic virtue, and champions charitable giving as part of a life well planned.

Source β†—
CM

Carlyn S. McCaffrey

Co-head of McDermott's New York Private Client practice, known as a cutting-edge trusts-and-estates and international-tax lawyer.

McDermott Will and Schulte, New York

estate-lawinternational-taxwealth-transfer
Why we celebrate them

A Chambers Star lawyer and NYU adjunct professor who has quietly shaped how the field thinks about tax and estate planning.

Source β†—
SS

Sanford J. Schlesinger

Founding partner of a New York private-wealth boutique, known for complex estate planning, administration, and tax litigation.

Schlesinger Lazetera and Auchincloss, New York

estate-lawestate-administrationwealth-transfer
Why we celebrate them

A Chambers Senior Statesperson who built a boutique devoted entirely to families, their trusts, and the charities they love.

Source β†—
DH

David A. Handler

Kirkland and Ellis Trusts and Estates partner, known for planning innovations and serving founders, family offices, and fund principals.

Kirkland and Ellis, Chicago

estate-lawfamily-businesswealth-transfer
Why we celebrate them

An ACTEC Fellow and Estate Planning Hall of Fame member whose inventive trust structures have become part of the profession's toolkit.

Source β†—
LW

Lauren J. Wolven

ArentFox Schiff private-client partner and ACTEC Regent, known for estate, tax, and succession planning for families and closely held businesses.

ArentFox Schiff, Chicago

estate-lawsuccession-planningwealth-transfer
Why we celebrate them

A past president of the Chicago Estate Planning Council who mentors widely and treats succession as a family story, not just a tax problem.

Source β†—
BK

Beth Shapiro Kaufman

National Chair of Private Client Services at Lowenstein Sandler and former Treasury tax counsel, known for transfer-tax planning and IRS matters.

Lowenstein Sandler, Washington DC

estate-lawtransfer-taxwealth-transfer
Why we celebrate them

Her years in Treasury's Office of Tax Policy give clients rare insight, and she shares it openly through ACTEC's Capital Letters.

Source β†—
JB

John F. Bergner

Chair of Winstead's wealth-preservation group, known for complex tax, estate, and business-succession planning.

Winstead PC, Dallas

estate-lawbusiness-successionwealth-transfer
Why we celebrate them

An ACTEC Fellow with nearly four decades at one firm, board-certified and trusted by Texas families across generations.

Source β†—
SA

Stephen R. Akers

Senior Fiduciary Counsel at Bessemer Trust and past ACTEC President, known for his current-developments teaching and estate planning depth.

Bessemer Trust, Dallas

estate-lawfiduciary-counselwealth-transfer
Why we celebrate them

His current-developments outlines are a gift the whole estate-planning bar reads, generously offered year after year.

Source β†—
MM

M. Read Moore

McDermott private-client partner, known as a recognized authority on cross-border trusts, estates, and international tax.

McDermott Will and Schulte, Chicago

estate-lawinternational-estatewealth-transfer
Why we celebrate them

Named Chicago Trusts and Estates Lawyer of the Year, he untangles the hardest cross-border planning so families around the world are cared for.

Source β†—
KK

Kim Kamin

Chief Wealth Strategist at Gresham Partners and past ACTEC Regent, known for estate, philanthropic, and family-education planning.

Gresham Partners, Chicago

estate-lawphilanthropywealth-transfer
Why we celebrate them

An Estate Planning Hall of Fame inductee and Northwestern professor whose treatise on modern families meets people where they actually are.

Source β†—
SJ

Sarah Moore Johnson

Private-wealth partner at Harrison LLP and ACTEC Fellow, known for estate, charitable, and business-succession planning for entrepreneurs and collectors.

Harrison LLP, Washington DC

estate-lawcharitable-planningwealth-transfer
Why we celebrate them

She co-founded a respected boutique and serves family offices, founders, and art collectors with warmth and precision.

Source β†—
SG

Steve B. Gorin

Thompson Coburn partner and CPA, known for structuring privately held businesses and their tax-efficient succession.

Thompson Coburn, St. Louis

estate-lawbusiness-successionwealth-transfer
Why we celebrate them

His free quarterly Business Succession Solutions newsletter is essential reading for thousands of CPAs and attorneys he has never met.

Source β†—
MG

Michelle B. Graham

Private-wealth lawyer known for cross-border estate and tax planning for US and non-US families investing across borders.

Greenberg Traurig, San Diego

estate-lawcross-borderwealth-transfer
Why we celebrate them

Ranked by Chambers High Net Worth, she guides families across Latin America, Asia, Europe, and the Middle East with genuine global fluency.

Source β†—
MD

Mickey R. Davis

Founding partner of a Houston estate boutique and past ACTEC Regent, known for estate planning and fiduciary income tax.

Davis and Willms, Houston

estate-lawfiduciary-taxwealth-transfer
Why we celebrate them

He taught income taxation of trusts and estates for thirty years as an adjunct professor, and still shares his outlines freely.

Source β†—
JD

Jeremiah W. Doyle

BNY Mellon estate-planning strategist and Boston University adjunct professor, known for fiduciary income tax and integrated wealth advice.

BNY Mellon Wealth Management, Boston

estate-lawfiduciary-income-taxwealth-transfer
Why we celebrate them

Named Boston Estate Planner of the Year, he has spent decades teaching fiduciary tax and helping families hold and transfer wealth wisely.

Source β†—
MS

Martin M. Shenkman

Estate-planning attorney and CPA, known for prolific teaching and writing that make sophisticated planning accessible.

Shenkman Law, Fort Lee NJ

estate-lawestate-planningwealth-transfer
Why we celebrate them

Author of dozens of books and well over a thousand articles, he gives away knowledge tirelessly, including pro bono planning for the chronically ill.

Source β†—
AK

Andrew M. Katzenstein

Proskauer Personal Planning partner and USC lecturer, known for estate, gift, GST, and charitable planning for high-net-worth clients.

Proskauer Rose, Los Angeles

estate-lawcharitable-planningwealth-transfer
Why we celebrate them

A consistently Chambers-ranked tax and estate lawyer who has taught estate and gift tax to law students for decades.

Source β†—
JB

Jonathan G. Blattmachr

Principal at Pioneer Wealth Partners and retired Milbank partner, known as a leading authority on advanced estate planning and taxation.

Pioneer Wealth Partners, New York

estate-lawadvanced-planningwealth-transfer
Why we celebrate them

With over five decades and 500-plus articles, he has taught more of the profession its craft than almost anyone living.

Source β†—
BS

Bruce M. Stone

Shareholder at a Miami trust-and-estate firm and past ACTEC President, known for complex planning and fiduciary dispute resolution.

Goldman Felcoski and Stone, Coral Gables

estate-lawfiduciary-litigationwealth-transfer
Why we celebrate them

Families and fiduciaries call him for the hardest problems, where he serves as creative planner, mediator, and trusted expert witness.

Source β†—
CW

Carol Warnick

Holland and Hart trust-and-estate lawyer and ACTEC Fellow, known for wealth-transfer planning and fiduciary litigation.

Holland and Hart, Denver

estate-lawfiduciary-litigationwealth-transfer
Why we celebrate them

Named one of the nation's Top 100 Attorneys, she resolves painful family and trust disputes with a steady hand toward mediation.

Source β†—
GR

Gideon Rothschild

Trusts and estates and wealth preservation authority; ACTEC Fellow and past ABA RPTE Section chair

Moses and Singer

asset protectiondomestic and offshore trustsinternational estate planningwealth preservationcreditor protection
Why we celebrate them

A CPA-turned-lawyer, he integrated asset protection with mainstream estate planning and co-authored the leading BNA portfolio on it, helping families protect what they build without hiding it.

Firm bio β†—
LD

Lauren Y. Detzel

Chair of the Estate and Succession Planning team; ACTEC Fellow and past Florida Bar Tax Section chair

Dean Mead

transfer tax reductionGRATs and defective trustsfamily business successioncharitable truststransfer tax controversy
Why we celebrate them

Named the Gerald Hart Award as Florida's outstanding tax attorney, she guides closely held businesses through succession and has stood up for taxpayers all the way to federal court.

Firm bio β†—
NA

N. Todd Angkatavanich

Private Clients, Trusts and Estates partner; adjunct professor at Miami's Heckerling graduate program

ArentFox Schiff

family office planningChapter 14 and preferred freeze partnershipscarried interest transfer planningdynasty trustsinternational families
Why we celebrate them

He teaches the LL.M. course on Chapter 14 at Miami and has made the thorniest corner of the transfer tax code legible to families and the advisers who serve them.

Firm bio β†—
CG

Christopher Groves

Regional European head of Private Client and Tax; London partner

Withers

UK and cross-border taxsuccession planningtrust and investment structuringphilanthropyfamily governance
Why we celebrate them

He rose from trainee to head of department at one of the world's leading private client firms, and advises families on philanthropy and governance with a mind colleagues describe as astonishing.

Firm bio β†—
FN

Filippo Noseda

Partner in the Private Client department; Visiting Professor at King's College London

Mishcon de Reya

international trusts and foundationscross-border successiontax and privacyfamily governancecomparative trust law
Why we celebrate them

Dual-qualified across English and Swiss law, he successfully lobbied Switzerland to recognize trusts and has pressed hard on financial data privacy, defending clients' rights as well as their wealth.

Firm bio β†—
SW

Suzanne Brown Walsh

Trusts and estates partner; ACTEC Fellow and Uniform Law Commission liaison

Harris Beach Murtha

estate and tax planningdigital assets and cryptospecial needs planningelectronic willstrust administration
Why we celebrate them

She chaired the drafting committees behind the fiduciary access to digital assets and electronic wills acts, quietly modernizing estate law for a world where so much of a life is now digital.

Firm bio β†—
SE

S. Stacy Eastland

Of Counsel and former Goldman Sachs Managing Director; ACTEC Fellow

Ytterberg Deery Knull

advanced estate planningincome and estate tax integrationfamily limited partnershipsgifting techniquescharitable strategies
Why we celebrate them

After decades at Baker Botts and Goldman Sachs, he is known for teaching the best planning strategies he sees in plain, generous terms, so families and advisers can actually use them.

Firm bio β†—
SD

Samuel A. Donaldson

Professor of Law and Director of Curriculum; Academic Fellow of ACTEC

Georgia State University College of Law

federal income taxtrusts and estatesestate planninglegal educationtax scholarship
Why we celebrate them

Co-author of the Price on Contemporary Estate Planning treatise and a beloved teacher, he makes tax and estate law genuinely clear for students and practitioners alike.

Faculty profile β†—
JP

Jeffrey N. Pennell

Richard H. Clark Professor of Law Emeritus; authority on wealth transfer taxation

Emory University School of Law

federal wealth transfer taxationestate planningtrusts and estatestax ethics and malpracticeALI Restatement advising
Why we celebrate them

A longtime American Law Institute adviser and co-author of the Casner and Pennell estate planning treatise, he has taught much of the profession the fundamentals of transfer tax.

Faculty profile β†—
CV

Ceri Vokes

Chief Executive Officer and private client and tax partner

Withers

cross-border tax planningtrust structuringhigh-net-worth familiesUS-connected clientsholding structures
Why we celebrate them

With nearly twenty-five years advising internationally connected families, she leads a leading private client firm while still advising clients herself, keeping the craft close to the leadership.

Firm bio β†—
RF

Richard Frimston

Private client consultant and leading authority on cross-border succession

Russell-Cooke

cross-border estatesinternational private lawwills and probateEU succession lawtax planning
Why we celebrate them

Recognized as a leading academic on cross-border EU succession, he has written extensively so that families with lives spanning several countries can pass on what they have without chaos.

Firm bio β†—
DR

Daniel S. Rubin

Trusts and estates partner focused on asset protection; Chambers-ranked in Private Wealth Law

Farrell Fritz

domestic and international estate planningasset protectionestate administrationQSBS and entrepreneur tax planningcreditor protection
Why we celebrate them

He helps entrepreneurs plan around the QSBS exclusion and protect what they have built, pairing sophisticated structures with a long record recognized by Chambers and his peers.

Firm bio β†—
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What this is, and isn't.

A celebration of the Trust & Estate Attorneys community, assembled entirely from public information as an act of credit and gratitude. It is not a claim of endorsement, affiliation, sponsorship, or partnership by anyone featured. Every person is real and publicly documented, with a cited source of truth on their card; we never invent a person or a claim, and we prize accuracy over speed. Anyone featured can ask to be updated or removed at any time. Names and marks belong to their owners.