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

Sophisticated Estate Planning Techniques Benefit Same-Sex Couple
 

We assisted a wealthy same-sex couple to create an estate plan to save over $3,000,000 of estate taxes at the second death by using sophisticated tax planning techniques.

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