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 planning and protection for entrepreneurs and multi-generational business owners. Ed 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 ABA's Real Property, Probate and Trust Law Section, former ACTEC Regent and 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.
He has written numerous other articles and chapters in publications pertaining to trusts, estates, individual taxation and estate planning and administration, and speaks regularly at seminars sponsored by national and regional professional organizations, including the University of Miami Heckerling EP Institute, Southern Federal Tax Institute, the American and Florida Bar Associations, the American College of Trust and Estate Counsel, ALI/ABA, PLI, the American Association of Attorney/CPAs, NYU Institute on Federal Wealth Transfer Taxation and numerous estate planning councils throughout the Southeast.
He is a Florida Board Certified Wills, Trusts and Estates Lawyer and has received the highest rating assigned by Martindale-Hubbell.
He was Executive Editor of the University of Florida Law Review. He served as an Adjunct Professor of Law at the University of Florida in 1996, where he taught a graduate course in estate planning in the LL.M program, and is now serving in that role at the University of Miami, having taught a course on valuation in the LL.M. Program in Estate Planning for the past several years.