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

Edward F. Koren Jr. leads Holland & Knight's Private Wealth Services group, practicing principally in its Tampa and Lakeland offices. His practice is heavily involved in wealth...

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Case Studies
Private Wealth Services

Delaware Asset Protection Trusts Provides Substantial Income Tax Savings
 

Holland & Knight lawyers assisted a client with significant wealth to establish a Delaware Asset Protection Trust not only for asset protection purposes, but to save substantial state incomes taxes each year, which increased exponentially the amount the client can give to charity during life and at death.