USA Law and Practice Contributed by: Christopher Boyett, David Scott Sloan, Max Angel and Eric Bracy, Holland & Knight LLP
Holland & Knight LLP serves ultra-HNW individuals, family-owned businesses, family offices, charitable organisations, educational institutions, banks and trust companies through its private wealth services group, which is the largest of its kind in the United States. The group offers comprehensive legal coun - sel in estate, gift, and generation-skipping transfer tax planning, as well as sophisticated charitable giv - ing strategies. Their services also include probate and fiduciary litigation, tax controversies, life insur - ance planning, business succession, asset protec -
tion, and international wealth transfer. Addition - ally, they support the formation and governance of charitable organisations and private foundations. The team is experienced in handling complex probate litigation and elder abuse cases, using negotiation, litigation, appeals and alternative dispute resolution to address fiduciary misconduct and achieve optimal outcomes for clients. Their holistic approach ensures tailored solutions for preserving and transferring wealth across generations.
Authors
Christopher Boyett co-chairs Holland & Knight’s global private wealth practice. He advises domestic and international wealthy families throughout Florida on sophisticated estate planning strategies and options, and counsels family offices and businesses on succession planning, tax planning, and structuring. Additionally, he advises both institutional and individual clients on estate and trust administration issues.
Max Angel is an attorney in Holland & Knight’s Miami office and is a member of the firm’s private wealth services group. Max’s practice primarily involves advanced estate planning, as well as providing counsel on matters Eric Bracy is an attorney in Holland & Knight’s Miami office and is a member of the firm’s private wealth services group. He focuses his practice on comprehensive estate and tax planning for high net worth
related to estate tax, gift tax and generation- skipping transfer tax.
David Scott Sloan co-chairs Holland & Knight’s global private wealth practice. David serves as general counsel to wealthy individuals, their families and their businesses. He works closely with clients throughout
individuals, their families and their business interests. Eric has experience drafting a variety of estate planning instruments, including wills, revocable trusts, insurance trusts, grantor trusts and related instruments. He also advises clients on business succession planning, family wealth preservation, and estate and trust administration.
the United States to design and implement sophisticated strategies integral to family wealth planning. High net worth individuals, including principals of private equity, venture capital and hedge fund firms, private and public company executives, real estate developers, entrepreneurs and business owners, turn to him for advice and counsel in all aspects of wealth transfer strategies, income and transfer tax planning, philanthropy and business succession.
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