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 business owners. Mr. Koren assists high-net-worth clients to attain and maintain their financial and estate planning goals through sophisticated wealth transfer arrangements. He also handles IRS transfer tax controversies involving succession and income taxes, both as counsel and as an expert witness. He is Past Chair of the American Bar Association's Real Property, Probate and Trust Law Section; former American College of Trust and Estate Counsel Regent and past chair of its Estate and Gift Tax Committee, and the author of Estate and Personal Financial Planning, a five-volume treatise published by Thomson West that covers planning concepts for asset accumulation and transfer throughout life and through inheritance.
Extended Bio 