DEPARTMENT PROFILE

Holland & Knight LLP

Private Wealth Law

5 ranked individualsBand 2USAHigh 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.

Holland & Knight provides extensive tax and estate planning services to wealthy and ultra-wealthy clients. "They have a good reputation and they have some very stellar clients, especially on the international side," observes a source.

The firm is notable for having strong practitioners in key markets around the USA. "They have a solid bench and real depth across the country," states a market commentator, and another interviewee says: "They are extremely strong in Florida and have a significant presence across the East Coast."

Notable practitioners

Christine Albright is a well-respected practitioner and has extensive expertise in estate and tax planning matters. "I know the top people in the nation and I would say she is at that level," states an interviewee. "She is a really phenomenal lawyer," says a commentator,adding that "she is extremely smart and sophisticated in her approach. She has an incredible breadth of experience to bring to the client's situation."

David Scott Sloan is co-head of the firm's global private wealth services group. "His breadth of knowledge across multiple practice areas is impressive," observes an interviewee, adding: "He understands how all the minute pieces fit together and can think creatively to solve any problem. He also has the credibility to sit in a room with anyone and make progress."

Edward Koren provides high-level estate and wealth planning advice and is noted by as peer as being "extremely well known and well respected." He acts for a variety of high net worth clients, including wealthy families, entrepreneurs and business owners. "He is a key name there and strong in Florida," observes a source.

Market sources recognise Joshua Husbands for his in-depth expertise in private wealth matters, and especially those involving life insurance planning. "He is a name well known for insurance matters," says a fellow attorney, who continues: "He is an expert in his own right - he has in-depth knowledge of insurance issues and I recommend him to clients."

Vivian Thoreen is acknowledged for her strength in trust and probate disputes. "She is a high-profile trial lawyer who has a strong reputation for litigation and tough cases," says an interviewee. A California-based commentator states that Thoreen is "first-rate - there's no doubt about that," and explains that "she is a leader, and is recognised across the state as one of the best trial lawyers."

Department Information

This content is provided by Holland & Knight LLP.

Overview

Largest and most sophisticated estate planning group in the USA

Fully integrated, nationwide practice

Estate Planning and Administration

- customized wealth planning and preservation solutions based on individual goals

- ultra-high-net-worth clients worth > $20 million who often are entrepreneurs, public company executives, private equity principals, hedge fund managers, venture capitalists, family offices, owners of major sports franchises, closely held businesses and multi-generational families

Dispute Resolution

- represent corporate and individual trustees, executors, administrators, guardians and beneficiaries

- resolve a wide range of highly nuanced trust and estate disputes, actions for breach of fiduciary duty, conflicts of interest, complaints for removal of fiduciaries, will and trust contests, and tax audits

- Mickey Rooney Elder Financial Abuse Pro Bono Project provides legal services to elder adults to resolve damages caused by financial elder abuse

International Private Clients

- lawyers in our international private client group focus on domestic and foreign estate and tax planning and offshore criminal tax evasion cases

Nonprofit Organizations

- establish and represent private foundations, charities other and tax-exempt organizations

Closely Held Companies

- guide family business owners through the entire life cycle of their company, from entity formation, financing and corporate governance issues to tax planning, transfer of wealth and business succession planning

Members

Boyett, Christopher (Head of Department)

Sloan, David Scott (Head of Department)

Beers, Meredeth

Coventon, Kevin

Emans, Patrick

Entin, Seth

Gausvik, Cynthia

Gelman, Andrew

Goldsmith, Donald

Haranzo, Mark

Hart, Shane

Havens, Jason

Hegarty, Nancy

Husbands, Joshua

Johnston, Scott

Kasner, Stewart

Kaufman, Gal N.

Koren, Edward

Lane, Jr., William R.

Lang, Robert

Levitan, Shari

Nelson, Stacie

Packman, Kevin

Park, Jonathan

Pike, Larry

Salaman, Alban

Scott, Nichole

Sills, Richard

Stansbury, John

Stockton, Richard

Thoreen, Vivian L.

Weinstein, Andrew

Industries

Charitable organizations

Closely held business

Family office

Financial institutions

Private client

Trustees

Private Wealth Law Department

Holland & Knight LLP

firm
Department location

31 West 52nd Street

New York

New York

USA

NY 10019

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Articles, Highlights and Press Releases

Total 24 Articles, Highlights and Press Releases

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.

USA

Private Wealth Disputes


Vivian L. Thoreen
Band 1

Private Wealth Law: Central Region


Christine L Albright
Band 1

Private Wealth Law: Eastern Region


David Scott Sloan
Band 3
Edward Koren
Band 1

Private Wealth Law: Life Insurance Specialists


Joshua Husbands
Band 1