USA – Law and Practice

Private Wealth Services attorneys Christopher Boyett, David Sloan, Max Angel and Eric Bracy contributed to the 2025 Chambers Private Wealth Global Practice Guide, a comprehensive publication offering global jurisdictional analysis of legal, cultural and technical developments affecting international trust, estate and tax planning practitioners. Holland & Knight authored the Law and Practice section of the USA chapter, exploring legislation and regulation in the broader areas of tax, succession planning, trusts and foundations, family business planning, wealth disputes, fiduciary duties, citizenship and residency requirements, special planning situations, planning for non-traditional families and charitable giving. Specific topics covered include state and federal tax regimes and exemptions, property transfers, including transfers of digital assets, types of trusts and trust recognition, trends driving disputes, fiduciary liability and regulation, guardianship and conservatorship proceedings, and common charitable structures.

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