Private Wealth Services

Primary Contacts

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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David Scott Sloan
Partner
Boston

David Scott Sloan works closely with clients to design and implement sophisticated strategies that are integral to their family wealth planning. High-net-worth individuals, particularly...

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Articles & White Papers
Wealth Planning and Preservation

Life Insurance Reviews: What Trustees Should Know (and Do) - February 1, 2012
Authors: Shari Levitan

Using Extended FTC S/L to Defend Against Tax Evasion Charges - December 1, 2011
Authors: Andrew H. Weinstein

The Collateral Effect of Carried Interest Tax Proposal on Fee Waivers - November 18, 2011
Authors: Bradley Van Buren

Advising the Collector - July 1, 2011
Authors: Austin T. Wilkie

IRS Initiatives Make 'Hidden Income' Harder to Keep Secret - May 1, 2011
Authors: Kevin E. Packman

Estate Planning with Hedge Fund Performance Allocations - April 28, 2011
Authors: Bradley Van Buren

Estate Planning in 2011 and 2012: Opening the Window of Opportunity - January 20, 2011
Authors: Edward "Ed" Koren

The 2010 Tax Relief Act: New Rules, New Opportunities for Lifetime Planning - January 1, 2011
Authors: Joshua Husbands

After the Love is Gone: Reconciling with Your Virginia Irrevocable Trust - December 1, 2010
Authors: Lauren A. Jenkins

I have heard that creating a family mission statement is imperative to a successful estate plan. Where do I begin? - August 1, 2010
Authors: J. Alan "Alan" Jensen

Translating statistics for lawyers - July 5, 2010
Authors: Abigail E. "Abby" O'Connor

Tax and estate planning traps that arise when advising a multinational client - June 21, 2010
Authors: Leigh-Alexandra "Leigh" Basha

What Private Wealth Attorneys Need to Know About Money Laundering - June 15, 2010
Authors: Kevin E. Packman; Andrew H. Weinstein

Trusts Versus Foundations: The Clash of the Titans Or Two Structures Achieving the Same End Game? - May 26, 2010
Authors: Leigh-Alexandra "Leigh" Basha

Why is succession planning for family business so difficult? - April 20, 2010
Authors: Edward "Ed" Koren

U.S. Estate Tax Repeal Also Benefits Foreign Persons - April 12, 2010
Authors: Leigh-Alexandra "Leigh" Basha; Kevin E. Packman

2010 and Beyond – The Transfer Tax Odyssey - April 1, 2010
Authors: Christopher Boyett; Nichole D. Scott

Death Without Probate: TOD Deeds—The Latest Tool in the Arsenal - April 1, 2010
Authors: Dennis Horn

Taxation of Business Owned Life Insurance: The Trap is Set - April 1, 2010
Authors: Joshua Husbands

'America On Sale': What the Foreign Investor in U.S. Real Property Must Know Before Purchasing… and Dying - March 20, 2010
Authors: Leigh-Alexandra "Leigh" Basha

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