Private Wealth Services, Wealth Planning and Preservation, Private Companies, Tax Controversy and Litigation, Closely Held Business Disputes
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.
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
Estate and Personal Financial Planning, A Five-Volume Treatise, Thomson-West, 1988 - present