Private Wealth Disputes
High Net Worth Guide 2024 : California
Band 1
About
Provided by Holland & Knight LLP
Holland & Knight's California-based Private Wealth Disputes practice is called upon to settle complex trusts and estates disputes that involve some of the world's largest family fortunes, complex legal questions, and emotionally charged and dysfunctional family relationships that pose hurdles to resolutions and often force matters into the courts. We represent ultra-high-net-worth individuals and their families, beneficiaries, fiduciaries, trustees, guardians and other related parties in the U.S. and the United Kingdom, Latin America, Europe and Asia in all issues related to wealth. We also are aggressive in protecting the elderly from financial abuse and have much experience in recognizing situations where a caregiver or family member has exercised undue influence to enrich themselves.
Few of our competitors have this breadth of expertise and volume of experts available to deploy nationally and internationally. While much of the work of these practices is in planning, it is our capabilities to vigorously defend clients' interests in high stakes and contentious disputes that assures them that the intentions of their estates and planning will be carried out. Clients know that we have the expertise and litigation experience to enforce estate plans. You will find many capable estate planners in the U.S., but very few that have the resources to take matters through weeks-long trials and years-long protracted and multijurisdictional litigation.
Chambers Review
Holland & Knight's Los Angeles-based team benefits from its strong networks across the country and maintains a reputation as one of the leaders in the provision of sophisticated litigation services to high net worth clients.
Strengths
Provided by Chambers
"Holland & Knight are a really top group who can handle the most complex cases."
"Holland & Knight have knowledgeable partners, associates and staff. They have outstanding attention to client needs and transparency on issues and advice."
"Holland & Knight have significant expertise in trust litigation. Their deposition and oral argument skills are top-notch. The team works very well together."
"Holland & Knight are a really top group who can handle the most complex cases."
"Holland & Knight have knowledgeable partners, associates and staff. They have outstanding attention to client needs and transparency on issues and advice."
"Holland & Knight have significant expertise in trust litigation. Their deposition and oral argument skills are top-notch. The team works very well together."
Notable Practitioners
Vivian Thoreen represents her clients on complex trust disputes involving high-value assets. She is head of Holland & Knight's private wealth litigation practice.
"Vivian is high quality, on top of her game. She is head of the group there and is really effective."
"Vivian is one of the top people in the profession. She is uber-prepared and very articulate, and she has a terrific record of trial success."
"Vivian is amazing. Her personal skills - her empathy and ability to explain issues - and her legal expertise - writing and oral advocacy - are top-notch."
Stacie Nelson regularly represents clients on contested trusts, conservatorships and financial elder abuse disputes.
"Stacie is super responsive and really knowledgeable. She is such a great relationship manager and does great legal work as well."
"Stacie is a terrific lawyer, she is very strong, very smart. She has all of the tools."
"Stacie has an excellent reputation."
Ranked Individuals at
Holland & Knight LLP
California
Members
Provided by Holland & Knight LLP
Jonathan Park
Lindsey Kernan
Lydia Lockett
Head of Department
Industries
Provided by Holland & Knight LLP
Charitable organizations
Financial services
Private clients
Professional Fiduciaries
Trustees