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Award
received November 2009 |
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Edward F. Koren Jr.
Holland & KnightEdward F. Koren Jr. leads
Holland & Knight's Private Wealth Services group, practicing
principally in its Tampa and Lakeland offices. His practice is
heavily involved in wealth planning and protection for
entrepreneurs and multi-generational business owners. Ed
assists high net worth clients to attain and maintain their
financial and estate planning goals through sophisticated
wealth transfer arrangements. He also handles IRS transfer tax
controversies involving succession and income taxes, both as
counsel and as an expert witness.
He is Past Chair of the ABA's Real Property, Probate and
Trust Law Section, former ACTEC Regent and chair of its Estate
and Gift Tax Committee, and the author of Estate and
Personal Financial Planning, a five-volume treatise
published by Thomson West that covers planning concepts for
asset accumulation and transfer throughout life and through
inheritance.
He has written numerous other articles and chapters in
publications pertaining to trusts, estates, individual
taxation and estate planning and administration, and speaks
regularly at seminars sponsored by national and regional
professional organizations, including the University of Miami
Heckerling EP Institute, Southern Federal Tax Institute, the
American and Florida Bar Associations, the American College of
Trust and Estate Counsel, ALI/ABA, PLI, the American
Association of Attorney/CPAs, NYU Institute on Federal Wealth
Transfer Taxation and numerous estate planning councils
throughout the Southeast.
He is a Florida Board Certified Wills, Trusts and Estates
Lawyer and has received the highest rating assigned by
Martindale-Hubbell.
He was Executive Editor of the University of Florida Law
Review. He served as an Adjunct Professor of Law at the
University of Florida in 1996, where he taught a graduate
course in estate planning in the LL.M program, and is now
serving in that role at the University of Miami, having taught
a course on valuation in the LL.M. Program in Estate Planning
for the past several years. |