Private Wealth Law
High Net Worth Guide 2024 : Oregon
Band 1
About
Provided by Holland & Knight LLP
Holland & Knight has one of the largest trusts and estates practice in the United States and represents Ultra High Net Worth clients throughout the United States and Latin America and in Europe and Asia.
A hallmark of Holland & Knight’s practice is that it is a full-service practice. From wealth planning and wealth protection, to disputes over estate assets and control, to ensuring charities receive bequests, and everything in between, we represent clients on all issues related to wealth.
Oregon highlights:
We have worked closely this year with many family and closely held businesses that are in ownership, structure, and/or leadership transition.
- Advised several clients through buyouts, reorganizations and corporate restructurings of family businesses
- Provided guidance regarding the transition of a family owned business from the second to third generation.
- Advised numerous clients on business succession planning and personal estate planning.
- Directed maximum gift tax transfers.
- Restructured dozens of operating business LLCs into an efficient holding company structure.
- Provide guidance regarding the transition of a family owned business from the first to second generation.
- Serve as outside counsel to The Northern Trust on multiple multi-million dollar life insurance premium financing transactions.
- Restructuring of ownership structure.
- Strategized and implemented an incomplete gift from 50% owner of a closely held company to a Delaware non-grantor trust.
Chambers Review
Holland & Knight's private wealth services team assists clients with a wide array of matters, including domestic and cross-border estate and tax planning, private wealth disputes, family office structuring and estate administration.
Notable Practitioners
Joshua Husbands advises his clients on business and philanthropic planning, life insurance structures, complex estate matters and high-value enterprise structuring advice.
"Joshua Husbands is very good - professional, easy to work with and very knowledgeable."
"He is just great. He is a very thorough and impeccable planner and very knowledgeable."
"He is very diligent, knowledgeable and an absolute pleasure to work with."
Brent Berselli advises on matters relating to wealth and succession planning for high net worth clients such as business owners and executives, as well as on philanthropic work.
"Brent Berselli is very good. He is very sharp and crisp in his solutions and explanations."
"He is sophisticated, diligent and collaborative."
Ranked Individuals at
Holland & Knight LLP
Oregon
Industries
Provided by Holland & Knight LLP
Charitable organizations
Family businesses
Financial services
Insurance
Private clients