Edward Koren

Ranked in 2 Practice Areas

Band 1

Private Wealth Law

Florida

9 Years Ranked

Band 1

Private Wealth Law: Eastern Region

USA - Nationwide

2 Years Ranked

About

Provided by Edward Koren

High Net Worth

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

Provided by Chambers

HNW

Private Wealth Law - Florida

Band 1

Individual Editorial

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.

Learn more about this team❖View ranking table

Private Wealth Law: Eastern Region - USA - Nationwide

Band 1

Individual Editorial

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

View ranking table

Strengths

Provided by Chambers

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

Private Wealth Law respondent
HNW

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

Private Wealth Law: Eastern Region respondent
HNW

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

Private Wealth Law respondent
HNW

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

Private Wealth Law: Eastern Region respondent
HNW

Articles, highlights and press releases

3 items provided by Holland & Knight LLP

Press Release

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.

Jun 11, 2024

Authored by Edward Koren, Shari Levitan, William R. Mureiko, Eugenio Grageda Núñez, Kevin Packman, David Scott Sloan, David Thal, G Michael Yopp, Robert Lang, Stacie Polashuk Nelson

Highlight

Preserving Family Wealth

Nov 29, 2016

Authored by Edward Koren, J Alan Jensen

Article

Proposed Treasury Regulations Would Severely Limit Valuation Discounts

Nov 29, 2016

Authored by Edward Koren

Press Release

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.

Jun 11, 2024

Authored by Edward Koren, Shari Levitan, William R. Mureiko, Eugenio Grageda Núñez, Kevin Packman, David Scott Sloan, David Thal, G Michael Yopp, Robert Lang, Stacie Polashuk Nelson

Highlight

Preserving Family Wealth

Nov 29, 2016

Authored by Edward Koren, J Alan Jensen

Article

Proposed Treasury Regulations Would Severely Limit Valuation Discounts

Nov 29, 2016

Authored by Edward Koren

Filter by

California

Private Wealth Disputes

Vivian L. Thoreen

Band 1

Edward Koren

High Net Worth Guide 2024

Private Wealth Law + 1 more ranking

About

Practice Areas

Career

Personal

Chambers Review

HNW

Private Wealth Law - Florida

Individual Editorial

Private Wealth Law: Eastern Region - USA - Nationwide

Individual Editorial

Strengths

Articles, highlights and press releases

Discover other Individuals at Holland & Knight LLP

California

Connecticut

Florida

Global-wide

Massachusetts

Discover other Individuals at
Holland & Knight LLP