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.
Provided by Chambers
Provided by Chambers
I appreciate their strong intellectual capabilities, excellent customer service, and practical advice. They have experience and willingness to tackle the most complex situations.
I appreciate their strong intellectual capabilities, excellent customer service, and practical advice. They have experience and willingness to tackle the most complex situations.
Provided by Chambers
Brent is a great attorney and a pleasure to work with. He understands how to work together to create mutual success. Our clients enjoy working with him.
He's very responsive. I appreciate his willingness to drop what he's doing to help out our clients.
He's very personable, very responsive and he's fulfilled everything we requested in a nice and timely matter.
Josh has sophisticated planning skills, is well networked in his community with relevant professionals, and is truly a pleasure to work with.
Provided by Holland & Knight LLP
Charitable organizations
Family businesses
Financial services
Insurance
Private clients