DEPARTMENT PROFILE

Holland & Knight LLP

Private Wealth Law

2 ranked individualsBand 1OregonHigh Net Worth 2020 View ranking table
chambers review
department information
Ranked Individuals
chambers review
department information
Ranked Individuals

Chambers Review

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Described as "leaders nationally in estate planning as well as in the Portland market," Holland & Knight is recognised for its strength in the private wealth practice. "They will work with some of the wealthiest clients and they can provide a very in-depth and comprehensive service for multi-generational families," reports a market insider.

According to one wealth adviser, Holland & Knight is "one of the few firms in the USA with such an incredible team of dedicated and experienced trust and estate attorneys." Another Washington source describes the firm as "a very suitable choice for ultra high net worth clients."

Notable practitioners

Brent Berselli is an associate in the firm's private wealth services group and focuses his practice on tax planning for wealthy families and business clients. "He's a great attorney; he is down to earth, and clients say he is easy to communicate with," reports a market insider, who continues: "He does a good job overall and asks smart questions. He does well to educate the client so they understand the plan being put together for them."

Joshua Husbands is lauded as "absolutely a market leader" who is "a go-to person for particulary wealthy clients that need more sophisticated estate planning." Industry sources further praise him as "one of the best-known lawyers in the area" who is "right at the top of the tree." His level of service is commended, and an impressed client enthuses: "He's a very thorough and very dedicated counsel. He's creative with solutions and develops great relationships with clients. He has led the firm's relationship with our company and he has been brilliant and we are grateful for Josh's leadership." A trusts and estates peer highlights his status in the legal community and praises him as "one of the biggest and most technically proficient attorneys in the entire country."

Department Information

This content is provided by Holland & Knight LLP.

Overview

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.

Industries

Charitable organizations

Family businesses

Financial services

Private clients

Private Wealth Law Department

Holland & Knight LLP

firm
Department location

2300 US Bancorp Tower

111 SW Fifth Avenue

Portland

Oregon

USA

OR 97204

View Firm Profile

Ranked Individuals

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Oregon

Private Wealth Law


Brent Berselli
Associates to watch
Joshua Husbands
Band 1