About

Provided by Holland & Knight LLP

Holland & Knight merged with Thompson Knight in August 2021, providing Holland & Knight with a significant HNW practice in Texas.

 

Holland & Knight’s Private Wealth lawyers have been general counsel to generations of domestic and international ultra-high net worth families, closely held companies, family offices, serial entrepreneurs, pro sports team owners, financial institutions and charitable organizations.

 

The largest of any such practice in the United States, lawyers in Holland & Knight’s private wealth practice assist clients with the following: 

 

-      business succession planning

-      charitable gift planning, philanthropy and tax-exempt status

-      closely held businesses: private company assets, business transitions and succession planning

-      domestic and international estate and tax planning and estate administration

-      family office structuring and administration

-      insurance planning

-      IRS audits, investigation, appeals and litigation

-      pre-immigration planning

-      pre- and post-nuptial agreements

-      private wealth disputes

-      sophisticated trusts with U.S. and non U.S.-based investments

-      wealth transfer and preservation strategies

 


Chambers Review

Provided by Chambers

Private Wealth Law - Texas

2
Band 2

What the Team is Known For

Holland & Knight's attorneys guide clients in trust and foundation formation work, domestic and international estate planning, and wealth transfer matters. The law firm's capabilities on the contentious side include handling breach of fiduciary duty claims and representing co-trustees in trust disputes.

Strengths

Provided by Chambers

Notable Practitioners

Provided by Chambers

William R. Mureiko
2
William R. Mureiko
2
Band 2

William Mureiko is a business attorney in the Dallas office with strong expertise in estate planning, trust administration, charitable matters and probate work.

William Mureiko has deep knowledge in estates and trusts law in Texas. He is practical and very efficient.

William knows how we like to operate and he is able to anticipate what we like to do. He is adept at anticipating and manoeuvring.

William Mureiko is very experienced and very well versed in estate planning. Anyone who gets to work with him is in very good hands.

Sarah Marks
U
Sarah Marks
U
Up and Coming

Sarah Marks is a partner in Holland & Knight's Dallas office. Her practice is focused on delivering tax and estate planning solutions to high net worth individuals, including via revocable trusts and generation-skipping transfers.

Sarah is incredible. She is such a knowledgeable resource.

Sarah Marks does a fantastic job. She has the expertise of a seasoned lawyer.

Ranked Individuals at
Holland & Knight LLP

Provided by Chambers
Filter by
Band

Texas

Private Wealth Law

William R. Mureiko
2
William R. Mureiko
2
Band 2
Sarah Marks
U
Sarah Marks
U
Up and Coming

Members

Provided by Holland & Knight LLP

Barbara Ferguson

David Rosenberg

Eric Reis

Jonathan Blum

Sarah Marks

Tyree Collier

William Mureiko

Head of Department