Holland & Knight LLP

Managing Partner: Steven Sonberg

Number of partners: 1086

Number of lawyers: 2028

Languages: Albanian, Arabic, Bulgarian, Cantonese, Croatian, Danish, English, Farsi, French, German, Greek, Guarani, Gujarati, Haitian Creole, Hebrew, Hindi, Italian, Japanese, Korean, Macedonian, Mandarin, Norwegian, Portuguese, Russian, Serbian, Spanish, Swedish, Tagalog, Tamil, Urdu, Vietnamese

Main Areas of Practice:

Wealth Planning & Preservation:

Successful wealth planning and preservation demands investing the time to learn about each client's long-term goals, family situation, business holdings and insurance coverages to ensure we understand the big picture before recommending a course of action. Each wealth plan we devise is unique because each client's current circumstances and long-term goals are different.

Every comprehensive lifetime wealth transfer plan we develop involves an iterative process that includes continual attention and adaptation to 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.

Contact: David Scott Sloan

Tel: +1 617 573 5803

Email: [email protected]

Contact: Christopher Boyett

Tel: +1 305 789 7790

Email: [email protected]

Family Offices:

We serve as private general counsel to families and family offices. As a family office law firm, we navigate Holland & Knight's vast resources for our family office clients. Our Family Office Group, which includes attorneys and other professionals from many practices across the firm, regularly provides guidance and advice regarding the best structure to suit the family's objectives, whether it be starting with a virtual family office, creating a single family office or even a private trust company.

Contact: David Thal

Tel: +1 203-905-4505

Email: [email protected]

Contact: Brent Berselli

Tel: +1 503-243-5870

Email: [email protected]

Estate Disputes and Fiduciary Litigation:

We serve as private general counsel to families and family offices. As a family office law firm, we navigate Holland & Knight's vast resources for you. Our Family Office Group, which includes attorneys and other professionals from many practices across the firm, regularly provides guidance and advice regarding the best structure to suit the family's objectives, whether it be starting with a virtual family office, creating a single family office or even a private trust company.

Contact: Vivian Thoreen

Tel: +1 213 896 2482

Email: [email protected]

Private Aircraft:

Holland & Knight assists clients in the acquisition and financing of business aircraft. We structure our clients' aviation operations to reduce liability exposure, comply with the myriad federal and state regulatory requirements and take full advantage of tax planning opportunities. Our team advises clients on a full range of aviation law issues, from flying political candidates and personal use of corporate aircraft to litigation related to their aircraft. With offices in the UK, Latin America and throughout the USA, our firm is well-positioned to assist with international transactions in these regions and around the globe. We have vast experience handling cross-border business aircraft transactions and regularly represent owners, air carriers and financial institutions in such transactions, both in the commercial and business aircraft segments. Members of our team are well-versed in the export, customs and airworthiness issues that arise in cross-border aircraft transactions and we frequently collaborate with the firm's international tax lawyers in an effort to minimize the associated tax liabilities.

Contact: Robert A Ricketts

Tel: +44 20 7071 9910

Email: [email protected]

Insurance:

We efficiently prepare loan structures and quality documentation for institutional clients and advise on trust formation, intergenerational planning, insurance policy and collateral matters.

In addition to numerous traditional premium financings in which an irrevocable life insurance trust serves as borrower (with credit support in the form of a guaranty from the grantor, as needed), we have also represented lenders in multiple split-dollar planning arrangements (both economic benefit and loan regime) in which the grantor of one or more life insurance trusts serves as borrower and loan proceeds are advanced from the grantor to such trusts. We also serve as counsel to lenders in refinancings of existing life insurance premium loan facilities.

Contact: Joshua Husbands

Tel: +1 503 243 5862

Email: [email protected]

Nonprofit and Tax-Exempt Organizations:

While nonprofit and tax-exempt organizations enjoy special tax advantages, the rules and regulations governing them are complex and ever changing. We help organizations successfully navigate through them. Recent developments that impact tax-exempt organizations include an increased IRS focus on governance and tax issues for exempt entities, the revised IRS Form 990 that considerably increases required disclosures, and the active interest of state attorneys general in the operations and activities of tax-exempt organizations. Our team provides clients with comprehensive legal representation, ranging from matters exclusive to tax-exempt organizations, such as excise taxes, intermediate sanctions and unrelated business taxable income, to those common to all business entities, including employment law, real estate leasing and intellectual property issues.

Contact: Jason Havens

Tel: +1 850 425-5655

Email: [email protected]