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,...

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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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Articles & White Papers
Private Wealth Services

Employment Taxes and Disregarded Entities After January 1, 2009 - September 23, 2009
Authors: Joshua Husbands

Your Taxes: IRS grants 3-week extension for its tax-amnesty program - September 22, 2009
Authors: Kevin E. Packman

Avoid Criminal Prosecution – IRS Introduces a Six Month Settlement Initiative For those with Unreported Foreign Accounts - April 1, 2009
Authors: Kevin E. Packman

Summons Issued by the Service to Taxpayer's Advisor Upheld Despite DOJ Referral - March 1, 2009
Authors: Kevin E. Packman

What is Reasonable? Determining Fiduciary Fees in Massachusetts - February 20, 2009
Authors: Joshua S. Miller

Receipts, Releases & Indemnifications - February 5, 2009
Authors: Todd Schneider

Amerikanische Steuerbehörde - May 20, 2008
Authors: Kevin E. Packman

Alien Concepts: Navigating The Labyrinth of Rules Applying to Gifts and Estates of Non-U.S.Citizens - 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

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 E. 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

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

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