Private Wealth Services

Primary Contacts

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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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

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

Medicaid Eligibility and Trust Beneficiaries: The Benefits and Pitfalls of Multiple Beneficiaries - November 1, 2011
Authors: Faith L. Carter; John D. Dadakis

FATCA Section 6038D: Are You Ready For It? - October 26, 2011
Authors: Kevin E. Packman

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

Defining 'Descendants': Science Outpaces Traditional Heirship - April 1, 2011
Authors: Christine Quigley; David Shayne

IRS Renews Its Focus on Unreported Foreign Accounts and Assets: The 2011 Disclosure Program - April 1, 2011
Authors: Kevin E. Packman

Consider ESOPs as an option - March 31, 2011
Authors: Elias Matsakis; David O'Leary

Important Update on IRS's Whistleblower Program - March 15, 2011
Authors: Kevin E. Packman

Equitable Considerations in Dissent Appraisal and Oppression Valuation Proceedings Regarding Fair Value [Part Two] - February 14, 2011
Authors: Michael J. "Mike" Zdeb

Exercising the Power to Adjust Between Principal and Income - January 31, 2011
Authors: Brian P. Corrigan; Charles F. "Charlie" Gibbs

Equitable Considerations in Dissent Appraisal and Oppression Valuation Proceedings Regarding Fair Value [Part One] - January 26, 2011
Authors: Michael J. "Mike" Zdeb

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

Estate Planning Certainty and Opportunity in the 2010 Tax Act - January 3, 2011
Authors: Joshua Husbands; J. Alan "Alan" Jensen

It's Not Just Big Brother Watching You - January 1, 2011
Authors: Kevin E. Packman

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

Treasury Releases Guidance Regarding FATCA Withholding—A Nice Start But Not a Solution - November 1, 2010
Authors: Kevin E. Packman; Mauricio Damian Rivero

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