Shari A. Levitan chairs the firm’s New England Private Wealth Services Group. She is widely regarded as an authority on estate and business succession planning matters, and has been interviewed by NPR, Reuters and the Associated Press. She has extensive experience advising clients in the areas of estate planning; business succession planning; estate administration; trust administration; pre- and post-nuptial agreements; the creation and operation of charitable foundations; the related areas of estate, gift, generation-skipping transfer tax and income taxation; and bioethics issues related to estate planning. In addition, she has extensive experience in dispute resolution, representing trustees in disputes with beneficiaries and with co-trustees.