Lindsey A. Kernan

Lindsey Kernan advises entertainers, business owners and other high-net-worth individuals and families on estate planning, tax-efficient wealth transfer and wealth preservation. A member of Holland & Knight's Private Wealth Services Group, Lindsey develops integrated strategies that align clients' estate planning, business succession and charitable objectives. Her prior trust and estate litigation experience informs her planning approach, helping her anticipate potential disputes, address complex family dynamics and structure plans with long-term administration in mind.

Estate and Family Wealth Planning

Lindsey designs comprehensive estate plans for individual and families with substantial and complex estates, including closely held businesses, real estate and other significant assets. Her practice encompasses estate, gift and generation-skipping transfer tax planning, charitable giving and strategies for preserving and transferring wealth across generations. She also advises business owners on succession planning, ownership structures and transfers to future generations.

Lindsey has significant experience with California community and separate property issues and regularly prepares and negotiates complex premarital and postmarital agreements involving substantial wealth, business interests and inherited assets.

Trust and Estate Administration and Disputes

Lindsey represents executors and trustees in complex trust and estate administrations, including matters involving sensitive beneficiary and family issues. She prepares federal estate tax returns for substantial estates, advises on and has represented clients in IRS estate tax audits. Drawing on her litigation background, she also counsels fiduciaries facing threatened or actual trust and estate disputes.