Edward F. Koren Jr.
Chair of the Private Wealth Services Section
Holland & Knight LLP
Tampa, FL
Areas of Expertise
- Estate planning and business administration
- Family businesses
- Trusts and estates planning and administration
Biographical Information
- J.D., University of Florida College of Law
Work Experience
- Captain, U.S. Army, 1970–1976
Representative Memberships
- Immediate past chair of the American Bar Association's (ABA) Section of Real Property Probate and Trust Law (RPPT)
- Immediate past chair of the Estate and Gift Tax Committee of the American College of Trust and Estate Counsel, and past regent
Publications
- Estate and Personal Financial Planning
- Estate and Elder Law Advisor with Koren, LawDesk CD-ROM Ed.
Representative Writings
- Author of numerous articles and chapters in publications pertaining to trusts, estates, individual taxation, and estate planning and administration
Representative Engagements
- "Income Taxation of Estates and Preparation of the 1041," Florida Legal Education Association Seminar
- "Impact of Right to Die in the Schaivo Case," Panel Discussion on Bioethics with Rebecca Morgan of Stetson University, St. Petersburg, FL
- "Exit Strategies from Leveraged Planning Techniques with GRATs, QPRTs, and IDITs," Estate Planning Seminar sponsored by All Children's Hospital, St. Petersburg, FL
Awards
- Gerald T. Hart Outstanding Tax Attorney for 2002-2003
Other
- Expert witness in probate and trust litigation
Articles available upon request.
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