Henderson, Caverly, Pum & Charney LLP, with offices in San Diego and Rancho Santa Fe, California, is a full service estates and trusts law firm, handling all aspects of planning, administration and litigation since 2001. Henderson, Caverly, Pum & Charney LLP is widely recognized as one of the most sophisticated firms specializing in the fields of estate planning, estate and trust administration and estate and trust litigation. Partners Nancy Henderson, Phil Sullivan and Jack Charney are known nationally for their estate planning knowledge and experience. Partners Kristen Caverly and Shirley Kovar are prominent writers and speakers in the field of estate and trust litigation and handle complex litigation matters in state and federal courts on behalf of trustees, beneficiaries, and estate creditors.
Henderson, Caverly, Pum & Charney LLP also offers a wide range of services in the areas of commercial law and insolvency, civil litigation, income and real property tax planning and controversies, and charitable and tax exempt organizations. Partner Maria K. Pum, head of the commercial law and insolvency practice, represents creditors and businesses in both transactions and litigation involving the structuring and payment of debts, real and personal property collateral, insolvency issues, and bankruptcy litigation.
Each of the partners at Henderson, Caverly, Pum & Charney LLP brings a depth of experience to his or her practice, with a typical tenure among the partners of more than 25 years. Most of the Firm’s partners have experience practicing in large national law firms, accounting firms or government agencies, but all have chosen to employ their skills and experience in an environment that permits greater focus on the needs of their clients, a higher level of personal service and team work.
Henderson, Caverly, Pum & Charney LLP partners are supported by a highly-skilled team of associates, paralegals and administrators. Collectively, each member and employee of the Firm is dedicated to one purpose: providing clients with the most sophisticated legal advice and the highest level of client service.
AREAS OF PRACTICE:
Estates and Trusts
- Estate Planning
- Estate and Trust Litigation
- Probate and Trust Administration
- Business Succession
- Charitable Trusts and Foundations
- Federal, State and Local Tax Controversies
- Business Tax Planning
- Estate, Gift and Generation-Skipping Transfer Tax Planning
- Tax Exempt Organizations