Holland & Knight - Private Wealth Services Dispute and Resolution Team

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PRIVATE WEALTH SERVICES DISPUTE RESOLUTION TEAM

Holland & Knight’s Private Wealth Services Dispute Resolution Team is composed of seasoned trial lawyers dedicated solely to trust and estate litigation. Our team is supported by the other members of the Private Wealth Services Group, the largest such practice in the U.S., which includes attorneys with extensive experience in wealth planning and preservation, estate administration, taxation and related areas. We also work closely with many other Holland & Knight practices, including real estate, land use, corporate and securities, and labor and employment.

What We Do

We handle all types of trust and estate litigation and contentious administration matters, including:

Abuse

and Undue Influence Issues

Dispute Resolution Strategies

Our understanding of what influences favorable outcomes in litigation helps us proactively resolve disputes and navigate potential disputes to reduce our clients’ exposure to expensive litigation

The firm established an elder abuse pro bono program after securing court protection for film star Mickey Rooney

The Mickey Rooney Elder Abuse Pro Bono Project helps protect seniors who otherwise could not afford legal services and aids them in reclaiming money and assets they have lost.

National Reach and Reputation

HOLLAND & KNIGHT PRIVATE WEALTH ATTORNEYS

Holland & Knight’s Private Wealth Services Group utilizes offices across the U.S. and relationships that give us an international reach, including in Latin America and Europe.

Distinctions

Highly qualified and highly responsive to change, members of our team have been recognized as leaders in the trusts, estates and private wealth industry by a variety of publications, some of which are listed here:

2025 Best Lawyers “Best Law Firms” Guide Firm received national first-tier rankings in Trusts & Estates Law in the 2014-2025 guides

Firm received metropolitan first-tier rankings in Boston, Dallas, Jacksonville, Los Angeles, Miami, Nashville, New York, Portland and Tampa

2024 Chambers High Net Worth Guide

Private Wealth Law practice was ranked Band 1 in Florida, Massachusetts, Oregon and Tennessee; Private Wealth Disputes-California and Private Aircraft-Global-wide; also ranked Band 2 in Private Wealth Law-USA, Family Offices & Funds StructuringUSA and Private Wealth Disputes-Florida; and Band 3 for Private Wealth Law in Texas and Band 5 for Private Wealth Law in New York

Private Wealth Services Group was named USA Private Client Team of the Year for the East Coast in the 2020 guide

Vivian Lee Thoreen Partner

| +1.415.743.6973 vivian.thoreen@hklaw.com

Dominic Kouffman Partner

Tampa | +1.813.227.6553

West Palm Beach | +1.561.650.8395 dominic.kouffman@hklaw.com

Bob Lang Partner

Tampa | +1.813.227.6587 bob.lang@hklaw.com

Stacie Polashuk Nelson

| +1.415.743.6936

Marshall Senterfitt Partner Boston | +1.617.573.5831 New York | +1.212.513.3893 marshall.senterfitt@hklaw.com

Mark Edward Swirbalus Partner

Boston | +1.617.573.5852 New York | +1.212.513.3892

mark.swirbalus@hklaw.com

Monterrey

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