Private Wealth Services

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,...

View Full Profile

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...

View Full Profile

Articles & White Papers
Private Wealth Services

Amerikanische Steuerbehörde - May 20, 2008
Authors: Kevin Packman

Alien Concepts: Navigating The Labyrinth of Rules Applying to Gifts and Estates of Non-U.S.CIitizens - January 1, 2008
Authors: Leigh-Alexandra "Leigh" Basha

Stranger-Owned Life Insurance: A Point/Counterpoint Discussion - November 1, 2007
Authors: J. Alan "Alan" Jensen

Buying a Pied à Terre in France - September 27, 2007
Authors: Stephanie Bagot ; Leigh-Alexandra "Leigh" Basha

How to Avoid the Traps Clients & Their Advisors Trip on in the International Arena - September 25, 2007
Authors: Leigh-Alexandra "Leigh" Basha

IRS Places New Emphasis on Nonprofit Corporate Governance Policies: Are You Ready for the New Form 990? - September 1, 2007
Authors: Telly J. Meier ; Kathleen Nilles

Split Dollar Life Insurance Funding: You Mean People Still Do That? - August 30, 2007
Authors: Joshua Husbands ; J. Alan "Alan" Jensen

Pre-Mortem Probate: Has the time arrived? - August 1, 2007
Authors: Brian P. Corrigan ; Charles F. "Charlie" Gibbs

Reestablishing Domicile in Massachusetts - July 1, 2007
Authors: Bradley Van Buren

Anticipate End-of-Life Issues - November 24, 2005
Authors: Alban "Alby" Salaman

Fast Track Settlement - On the Fast Track, but to Where? A Practical Guide to the Program - November 1, 2005
Authors: Kevin Packman ; Andrew H. Weinstein

Asset Protection Tools for Florida Professionals: Strategies to Pursue and Strategies to Avoid - June 2, 2005

The Use and Abuse of Domestic Asset Protection Trusts - May 18, 2005
Authors: J. Alan "Alan" Jensen

Master the Basics of Tax Basis for Estate Planning - April 1, 2005
Authors: Jeffrey Steven "Jeff" Levin

Can We Talk - March 18, 2005
Authors: Ellen Berkowitz

Death to the death tax? - March 10, 2005
Authors: J. Alan "Alan" Jensen

Advising Clients Who Move To Florida - February 14, 2005
Authors: Christopher Boyett ; David Scott Sloan

Family Trust Planning: Back to Basics - February 1, 2005
Authors: Ellen Berkowitz

American Jobs Creation Act of 2004 May Adversely Impact Your Nonqualified Deferred Compensation Plans - October 26, 2004
Authors: David O'Leary

Pre-Nups: Estate Planning - October 1, 2004
Authors: Ellen Berkowitz

1