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

Proper Structuring of Insurance Trust Saves Thousands in Premiums
 

Holland & Knight lawyers worked with a client's insurance agent to investigate and restructure the insurance owned by an insurance trust to save the client thousands of dollars in annual premiums while preserving the estate tax-free nature of the insurance in the trust.

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