We are pleased to announce that on October 1, 2019 the firm name changed to Henderson, Caverly, Pum & Trytten LLP and welcomed Steven E. Trytten and his entire staff of attorneys, paralegals, and administrative professionals to the firm in our new Los Angeles County Tax, Estate, and Business Planning Office.
Steven E. Trytten, J.D., M.B.A., C.P.A. joined the firm as managing partner in our new office located in the beautiful and historic city of Pasadena, California. Steve is a nationally recognized Fellow of the American College of Trust and Estate Counsel (“ACTEC”) and becomes the 5th ACTEC Fellow in the firm. Steve is recognized in the 2019 Chambers and Partners High Net Worth Guide as a top attorney serving high net worth clients. He is also recognized as one of the top lawyers in the U.S. by his inclusion in The Best Lawyers in America®. Steve teaches as an Adjunct Professor at the University of Miami Graduate Program in Estate Planning and is a frequent speaker at ACTEC meetings and other programs across the county. He is a “Certified Specialist” both in Taxation Law, and in Estate Planning and Probate Law (certification by the Board of Legal Specialization of the State Bar of California). Previously, Steve practiced for 17 years as a founding partner of AFRCT LLP in Pasadena, California.
Henderson, Caverly, Pum & Trytten LLP is pleased to also announce that:
Erica B. Deutsch, J.D., LL.M. joined the firm as a partner in our new Pasadena office. Erica obtained her law degree from the Pepperdine University School of Law in 2011 and has practiced with Steve since graduating from the University of Miami Graduate Program in Estate Planning in 2012. Erica specializes in sophisticated tax and estate planning matters, including gift and sale transactions, advising and implementing business succession strategies, preparing gift and estate tax returns, and guiding clients through the administration of lifetime and testamentary trusts and probate estates. Erica is an incoming vice chair of the Generation Skipping Transfers Committee of the Real Property, Trust and Probate Section of the American Bar Association.
Lisa B. Roper became a Partner at the firm’s San Diego Office. Lisa B. Roper advises the firm’s clients in estate and trust controversies, estate and trust administrations, probate, guardianships, and conservatorships. Ms. Roper received her law degree in 2011 and her LL.M in Taxation in 2015 from the University of San Diego School of Law. She is admitted to practice law in California and is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Ms. Roper authored the 2018 article, “The Intersection of Death and Divorce: Where Probate and Family Law Collide,” published in the California Trusts and Estate Quarterly and has co-authored or otherwise contributed to numerous other articles and outlines.
ABOUT THE FIRM
Henderson, Caverly, Pum & Trytten LLP, with offices in San Diego, Rancho Santa Fe, Pasadena, Irvine and Los Angeles, California, is a full service estates and trusts law firm, handling all aspects of planning, administration and probate, and litigation since 2001. Henderson, Caverly, Pum & Trytten LLP is widely recognized as one of the most sophisticated firms specializing in the fields of estate planning, estate and trust administration, estate and trust litigation, family law, civil and commercial litigation, tax controversy and planning, international private client and nonprofit organizations.
Partner Nancy Henderson is known nationally for her estate, gift and income tax 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 and matters in state, federal courts on behalf of trustees, beneficiaries, and estate creditors.
Henderson, Caverly, Pum & Trytten 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 nonprofit 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.
Partner Clancy Wilson frequently speaks and writes on numerous subjects relating to taxation and estate and trust tax matters, including presentations to a number of well-known institutions and associations.
Partner Katharine Davidson leads the international private client practice. She regularly counsels foreign clients with respect to investments in the United States and advises U.S. entities and individuals who conduct business abroad.
Henderson, Caverly, Pum & Trytten LLP recently added tax-exempt organizations into its practice areas. Partner Jonathan Grissom represents a wide variety of public charities, family foundations, private operating foundations, community foundations, private schools and other nonprofit organizations.
Each of the partners at Henderson, Caverly, Pum & Trytten 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 teamwork.
Henderson, Caverly, Pum & Trytten 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.
The case results discussed on this website were dependent on the facts of the particular case, and the results will differ if based on different facts.
HCP congratulates Partner M. Katharine Davidson as the 2020 recipient of Best Lawyers – Tax Law by Best Lawyers.
HCP congratulates Partner Sandy Mayberry as the 2020 recipient of Best Lawyers – Family Law Mediation by Best Lawyers.
HCP congratulates Founding Partners Kristen Caverly and Maria Pum for having been named as among the 2018 Top 25 Women Attorneys in San Diego by Super Lawyers.
HCP congratulates Founding Partner Kristen Caverly and Partner Sandy Mayberry for having been named as among the 2017 Top 25 Women Attorneys in San Diego by Super Lawyers.
HCP congratulates Founding Partner Nancy Henderson as the 2016 recipient of the BNY Mellon Advisor of the Year Award in the area of pre-deal Estate and Tax Planning. This award is given to advisors who provided extraordinary service and value to owners of middle market companies in the sale, expansion or recapitalization of their companies. We are very proud of Nancy’s accomplishment.
HCP congratulates Partner Katharine Davidson as the USA recipient of the 2016 STEP Founders Award. This is one of the highest honors from STEP which is a group of professionals around the world focused on tax and estate planning for international clients.