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INDIVIDUAL PROFILE

Holland & Knight LLP

Edward Koren

Tampa, USA High Net Worth Guide 2021 Ranked in 2 departments
Ranked in : Private Wealth Law: Eastern RegionPrivate Wealth Law
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chambers review
Individual Information

Individual profile for High Net Worth 2021

High Net Worth

Chambers Review

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High Net Worth
Private Wealth Law: Eastern Region - USA

Band 1

Edward Koren founded the firm's private wealth services practice group. A fellow attorney says he is "spectacular," while another says: "He is very experienced and highly skilled."
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Private Wealth Law - Florida

Band 1

Edward Koren has considerable expertise in advising high net worth clients on their estate planning. A source enthuses: "He is always outstanding, he is very, very competent, he is creative in coming up with ideas and is always great to work with."
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Individual information

This content is provided by Edward Koren

Practice Areas

Private Wealth Services, Wealth Planning and Preservation, Private Companies, Tax Controversy and Litigation, Closely Held Business Disputes

Career

Edward F. Koren is the creator of Holland & Knight's Private Wealth Services Practice Group, which grew to become the largest group of trusts and estates lawyers nationally. Mr. Koren works continually with high net worth families and their advisors to devise and implement comprehensive plans that match and adjust to each family's distinct attributes. Additionally, he often serves as a resource for the family office managers to ensure that they understand and are prepared to carry out the routine administration of the plan. A significant majority of Mr. Koren's clients are entrepreneurs, each with a different set of issues and goals, requiring specific and unique planning, often with multiple options for the client to select. Mr. Koren often works with fiduciaries to focus on the investment process that is required by the Prudent Investor Rule and Principal and Income law.

Professional Memberships

ABA RPTE Section, past Chair; American College of Trust and Estate Counsel, past Regent; past Chair RPPTL and Tax sections of The Florida Bar; American College of Tax Counsel

Publications

Estate and Personal Financial Planning, A Five-Volume Treatise, Thomson-West, 1988 - present

High Net Worth
Edward Koren

Holland & Knight LLP

yellow-guide 6 YEARS RANKED
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Phone number
firm
Office

100 North Tampa Street

Suite 4100

Tampa

Florida

USA

FL 33602

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Ranked In

High Net Worth 2021

High Net Worth 2020

High Net Worth 2019

High Net Worth 2018

High Net Worth 2017

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Articles, Highlights and Press Releases

Total 2 Articles, Highlights and Press Releases