Holland & Knight LLP

Chair and Chief Operating Officer: Robert Grammig

Managing Partner: David Whitestone

Deputy Managing Partner: Tiffani Lee

Number of Partners: 1,133

Number of Lawyers: 2,131

U.S. Offices: 29

International Offices: 5

Firm Overview:

Holland & Knight has one of the largest private wealth practices in the United States and assists high-net-worth clients to attain and maintain their financial and wealth planning goals through sophisticated wealth transfer arrangements. High-net-worth individuals, private equity principals, substantial closely held and family businesses, family offices, charitable organizations, educational institutions, banks and trust companies are among its clients. The firm also handles a significant amount of complex probate, elder abuse and fiduciary misconduct litigation to trial and appeal. Purchases and sales of aircraft and yachts, art finance and virtual currency also are among its services.

Main Areas of Practice:

Wealth Planning and Preservation

43 partners, 19 other fee earners in the USA; 1 in Mexico

Holland & Knight's Private Wealth Services lawyers assist high-net-worth clients to attain and maintain their financial and wealth planning goals through sophisticated wealth transfer arrangements.

Every comprehensive lifetime wealth transfer plan we develop involves an iterative process that includes continual attention and adaptation to help ensure that it remains responsive to changes in your current situation and future goals. As wealth, family circumstances and laws change, so must the plan. Therefore, we work with clients over the course of their lifetime, in collaboration with their other professional advisors, to help them reach and maintain their goals and preserve their family heritage. Our estate planning attorneys offer counsel on wealth transfer planning techniques such as:

·cutting-edge lifetime gift programs, including multigenerational planning

·sophisticated charitable planning

·private foundations

·life insurance planning, including irrevocable life insurance trusts and split dollar arrangements

Contact: David Scott Sloan

Tel: +1.617.573.5803

Email: [email protected]

Contact: Christopher Boyett

Tel: +1.305.789.7790

Email: [email protected]

Contact: Stacie Nelson

Tel: +1.415.743.6936

Email: [email protected]

Trusts, Estates and Fiduciary Litigation

35 partners, 11 other fee earners in the USA

Holland & Knight's Trusts, Estates and Fiduciary Litigation Team is composed of seasoned trial lawyers who practice before state and federal courts, including probate and tax courts. We handle all types of trust and estate litigation, including will contests, breaches of fiduciary duty, removal of trustees, reformation of instruments, elder abuse, and other contests based on allegations of lack of capacity and undue influence.

Hundreds of trials have taught us what positions win and lose in court. Our understanding of what influences favorable outcomes in litigation helps us proactively resolve disputes and reduce the risks of lawsuits for clients who consult us in the review and planning processes.

Fiduciaries also retain us to review their best practices and policies to avoid litigation. We measure their practices against our own litigation experience as well as national standards. Attention to the latest case law and best practices, appropriate planning and periodic review are the most effective ways for clients to reduce their exposure to expensive litigation.

Contact: Vivian Thoreen

Tel: +1.213.896.2482

Email: [email protected]