Primary Contacts

David Scott Sloan
Partner
Boston

David Scott Sloan assists high-net-worth clients to reach and maintain their financial and estate planning goals. From wealth management to lifestyle pursuits to philanthropic interests,...

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Edward "Ed" Koren
Partner
Tampa
Lakeland

Edward F. Koren Jr. leads Holland & Knight's Private Wealth Services group. His practice is heavily involved in wealth planning and protection for entrepreneurs and multi-generational...

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Case Studies
Private Wealth Services

Trusted Private Wealth Lawyers Guide Administration of Multimillion Dollar Estate
 

Holland & Knight guided the children of a long-standing client through the complex process of estate administration of a multimillion dollar estate, including coordinating the probate of assets in multiple states, the filing of estate tax returns in multiple states and the managing of publicly traded and privately held assets for many years during the estate administration process, while at the same time paying attention to the needs, both financial and emotional, of the children during this difficult time.