Primary Contacts

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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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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Books
Estate Planning and Administration

Estate and Personal Financial Planning
 

Thomson-West

December 31, 2007
 
Edward "Ed" Koren- Tampa

Estate and Personal Financial Planning is a five-volume treatise that covers planning concepts for asset accumulation and transfer throughout life and through inheritance. The treatise includes forms for various transactions and the creation of trusts and wills and takes into consideration the laws involving securities, corporations, partnerships, proprietorships, real estate, patents, trusts, income, gift and estate taxes, personal property, and oil and gas, as well as laws affecting disability and marital rights.

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