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Private Wealth Services Dispute Resolution Team

www.hklaw.com

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: Breaches of Fiduciary Duty and Accounting Disputes

Will and Trust Contests

Reformation, Modification and Interpretation of Instruments

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.

Elder Abuse

Capacity and Undue Influence Issues

Advocating for Nonprofits

Disputed Conservatorships and Guardianships

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’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. Holland & Knight has offices in 36 locations worldwide: • Algiers

• Mexico City

• Atlanta

• Miami

• Austin

• Monterrey

• Birmingham

• Nashville

• Bogotá

• New York

• Boston

• Newport Beach

• Century City

• Orlando

• Charlotte

• Philadelphia

• Chattanooga

• Portland

• Chicago

• Richmond

• Dallas

• San Francisco

• Denver

• Seattle

• Fort Lauderdale

• Stamford

• Houston

• Tallahassee

• Huntsville

• Tampa

• Jacksonville

• Tysons

• London

• Washington, D.C.

• Los Angeles

• West Palm Beach

Holland & Knight offices Holland & Knight offices with private wealth attorneys (also bolded in list above) Additional jurisdictions in which our private wealth attorneys are licensed

Rankings and Recognition 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: 2026 Chambers High Net Worth The Private Wealth Law practice was ranked Band 1 in Florida, Massachusetts, Oregon and Tennessee; Private Wealth Disputes in California and Florida; and Private Aircraft – Global-Wide. It also ranked Band 2 in Private Wealth Law in California and Connecticut and Family Offices & Funds Structuring-USA and Band 4 for Private Wealth Law in New York.

2026 Best Lawyers “Best Law Firms” Firm received national first-tier rankings in Trusts and Estates Law in the 2014-2026 guides. Firm received metropolitan first-tier rankings in Boston, Dallas, Jacksonville, Los Angeles, Miami, Nashville, New York, Portland and Tampa.

Stacie Polashuk Nelson

Partner | Los Angeles and San Francisco +1.213.896.2482 +1.415.743.6973 vivian.thoreen@hklaw.com

Partner | San Francisco and Los Angeles +1.415.743.6936 +1.213.896.2478 stacie.nelson@hklaw.com

Dominic Kouffman

Marshall Senterfitt

Partner | Tampa and West Palm Beach +1.813.227.6553 +1.561.650.8395 dominic.kouffman@hklaw.com

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

Robert Lang

Mark Swirbalus

Partner | Tampa +1.813.227.6587 bob.lang@hklaw.com