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About
Provided by Edward Koren
Practice Areas
Private Wealth Services | Wealth Planning and Preservation | Private Companies, Federal Transfer Tax and 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. 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 in the legal and tax issues involved in the administration of trusts, including issues involving the investment process that is required by the Prudent Investor Rule and Principal and Income law
Personal
Chambers High Net Worth guide, Private Wealth Law: Florida, Eastern Region, USA, 2016-2023; The Best Lawyers in America guide, Closely Held Companies and Family Business Law, Trusts and Estates, Tax Law, Litigation - Trusts and Estates, Litigation and Controversy - Tax, 1987-2023; Florida Super Lawyers magazine, 2006-2022; Who's Who Legal: Private Client, 2021, 2022;
Chambers Review
High Net Worth
Edward Koren has longstanding expertise in all aspects of estate planning, wills and trusts. He specialises in wealth planning for business founders and owners, including complex business succession planning.
Edward Koren is well recognised across the country for his considerable experience advising high net worth clients on their wealth planning.
Strengths
Provided by Chambers
"Edward is an outstanding trust attorney. He is the go-to for more formal and higher-level issues."
"Edward is an outstanding trust attorney. He is the go-to for more formal and higher-level issues."
"Edward is an outstanding trust attorney. He is the go-to for more formal and higher-level issues."
"Edward is an outstanding trust attorney. He is the go-to for more formal and higher-level issues."
Articles, highlights and press releases
3 items provided by Holland & Knight LLP
Twenty-Five Holland & Knight Attorneys Named Top Private Wealth Advisers by Chambers High Net Worth
Twenty-five Holland & Knight attorneys have been named leading advisers to wealthy individuals and families in the Chambers High Net Worth 2023 guide.
Twenty-Five Holland & Knight Attorneys Named Top Private Wealth Advisers by Chambers High Net Worth
Twenty-five Holland & Knight attorneys have been named leading advisers to wealthy individuals and families in the Chambers High Net Worth 2023 guide.
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