Private Wealth Law

Edward Koren is well recognised across the country for his considerable experience advising high net worth clients on their wealth planning.

"Edward is an outstanding trust attorney. He is the go-to for more formal and higher-level issues."

Joshua Husbands is based in the firm's Portland office and advises on a range of matters including estate planning, business succession and philanthropic giving. He has particular expertise in advising on life insurance-related matters.

"Joshua is just great. He is a very thorough and impeccable planner and very knowledgeable."

"He is very good - professional, easy to work with and very knowledgeable."

"Joshua is very diligent, knowledgeable and an absolute pleasure to work with. He is a really down to earth and humble person who wants what is best for his clients."

Vivian Thoreen chairs Holland & Knight's national private wealth services dispute resolution team and represents high net worth clients in trust disputes as well as contested conservatorship and guardianship matters.

"She is open to ideas and listens to our strategies and thoughts, which is an important skill in an attorney. She handles herself with the highest ethics and holds herself and others to high standards."

"Vivian is one of the top people in the profession. She is uber-prepared and very articulate, and she has a terrific record of trial success."

Christopher Boyett is co-chair of the firm's national private wealth practice and advises wealthy individuals, their families and businesses on estate planning and business succession. Boyett also advises on estate and trust administration.

"Christopher is a standout in terms of reputation and the calibre of clients he works with. He is a trusted adviser."

"Chris will always connect with the client and has great personal skills. He is also a great planner who is knowledgeable about estate planning and risk management."

David Scott Sloan is based in Boston and advises on a range of wealth planning matters. He advises on business succession planning, philanthropic giving and tax matters. Sloan co-chairs the firm's global private wealth practice.

"David is an excellent lawyer and does complicated work."

Shari Levitan advises ultra high net worth clients on business succession and tax planning matters. Her clients include domestic and international wealthy individuals, and individual and institutional trustees.

"Shari is always available and able to help me solve complex issues."

"Shari is just phenomenal to work with. Her knowledge and expertise is exceptional. She is extremely responsive and proactive."