Department profile
Holland & Knight LLP

Private Wealth Law

High Net Worth Guide 2026 : California: Southern


Holland & Knight LLP

Rankings

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. 

Industries (5)

  • Private clients
  • Trustees
  • Charitable organizations
  • Financial services
  • Professional Fiduciaries

Chambers Review

Provided by Chambers

Private Wealth Law - California: Southern

Band 2

Band 2


What the Team is Known For

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. In 2025, Holland & Knight acquired the private wealth team of Karlin & Peebles, expanding the firm's capacity to serve clients on non-contentious private wealth matters.

Strengths

Provided by Chambers

  • Holland & Knight was very helpful in guiding us through treacherous waters. They did an incredible job. Their strength is really leaving no stone unturned. They really analyse issues to successfully get through difficult situations.

    Private Wealth Law respondentHigh Net Worth
  • Holland & Knight is able to back up its stellar reputation with excellent legal skills.

    Private Wealth Law respondentHigh Net Worth
  • Holland & Knight are incredibly responsive anytime we have a question or need a piece of info. They are just so on top of all their cases.

    Private Wealth Law respondentHigh Net Worth
  • Holland & Knight has broad resources and attorneys in every relevant jurisdiction. The firm has a great ability to really handle a case in a coherent fashion due to its size and depth.

    Private Wealth Law respondentHigh Net Worth
  • Holland & Knight has a real international practice, not only with South America, but they are also very familiar with cross-border issues with Europe.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Band 1Michael Karlin
    Band 1Michael Karlin

    Michael Karlin

    Michael Karlin advises clients on a range of cross-border tax and estate planning issues, including expatriation issues, establishing offshore trusts and closely-held business structuring matters.

    • Michael Karlin is an extremely knowledgeable tax attorney. His knowledge is the area surpasses most in his field of law.

      Private Wealth Law respondentHigh Net Worth
    • Michael is always very technical, detailed and thoughtful.

      Private Wealth Law respondentHigh Net Worth
    • Michael Karlin is a real stalwart in the region. He is one of the top names in the market for estate planning.

      Private Wealth Law respondentHigh Net Worth
    • Michael's ability to manoeuvre international taxation matters is very impressive. He has deep knowledge of things and can cut through to heart of the matter. When you speak to him, you realise how smart and experienced he is.

      Private Wealth Law respondentHigh Net Worth
  • Band 1Stacie Polashuk Nelson
    Band 1Stacie Polashuk Nelson

    Stacie Polashuk Nelson

    Stacie Nelson regularly represents clients in contested trusts, conservatorships and financial elder abuse disputes.

    • Stacie Nelson is among the top trust and estate litigators in state of California.

      Private Wealth Law respondentHigh Net Worth
  • Band 1Vivian L. Thoreen
    Band 1Vivian L. Thoreen

    Vivian L. Thoreen

    Vivian Thoreen represents her clients in complex trust disputes involving high value assets. She is head of Holland & Knight's private wealth litigation practice.

    • She is amazing. She has good instincts and is extremely excellent knowledgeable of legal situations and how to navigate them.

      Private Wealth Law respondentHigh Net Worth
    • Vivian Thoreen is very thorough and detail-oriented. She is an impressive lawyer.

      Private Wealth Law respondentHigh Net Worth
    • Vivian is very hands-on and very smart. She does a really great job communicating and managing client expectations.

      Private Wealth Law respondentHigh Net Worth
  • Band 2Cindy Brittain
    Band 2Cindy Brittain

    Cindy Brittain

    Cindy Brittain is an experienced private wealth lawyer who is particularly adept in advising on the interplay of tax regimes for international high net worth clients.

    • Cindy has a great work ethic and client service. She is a leader in her field.

      Private Wealth Law respondentHigh Net Worth
    • Cindy Brittain is a creative, brilliant lawyer.

      Private Wealth Law respondentHigh Net Worth
    • Cindy's background at trust companies is a plus.

      Private Wealth Law respondentHigh Net Worth
  • Band 2Maria Soledad Otero
    Band 2Maria Soledad Otero

    Maria Soledad Otero

    Maria Soledad Otero is multilingual and has a Big Four international tax background. She frequently advises clients on cross-border tax and estate planning.

    • Maria is very technical and pragmatic in her thinking.

      Private Wealth Law respondentHigh Net Worth
    • Maria is very efficient. She has a solid and pragmatic approach and she has great experience and technique in private client matters.

      Private Wealth Law respondentHigh Net Worth
    • She is very, very good at cross-border estate work.

      Private Wealth Law respondentHigh Net Worth
  • Up and ComingJonathan Park
    Up and ComingJonathan Park

    Jonathan Park

    Jonathan Park advises clients on high value trust and estate disputes. Alongside individual trustees, he often acts on behalf of charities and non-profits.

    • He is very smart and very analytical.

      Private Wealth Law respondentHigh Net Worth
    • JP is exceptional for trust and estate administration. I find him very communicative and responsive.

      Private Wealth Law respondentHigh Net Worth
    • JP was an excellent adviser and brought the matter to conclusion quickly and efficiently.

      Private Wealth Law respondentHigh Net Worth

Ranked Individuals at Holland & Knight LLP (6)

California

California: Southern

Members

Provided by Holland & Knight LLP

Holland & Knight LLP has rankings in the following guides

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