Henderson, Caverly, Pum & Charney LLP, with offices in San Diego, Rancho Santa Fe 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 & 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.
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 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.
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 Alan Lautanen is widely known for his property tax expertise, having represented publicly held and private companies in a variety of industries.
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. Partner Brian Tsu advises clients on a range of domestic and international tax matters, including federal wealth transfer, fiduciary income and business entity taxation.
Henderson, Caverly, Pum & Charney LLP recently added tax exempt organizations into its practice areas. Partner Jonathan Grissom represent a wide variety of public charities, family foundations, private operating foundations, community foundations, private schools and other tax exempt organizations.
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 teamwork.
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.
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.
HCPC 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.
HCPC 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.
HCPC congratulates Partner Clancy Wilson as the 2015 recipient of the San Diego County Bar Association, Taxation Section Legacy Award, an award given out only every two years to a tax attorney with more than twenty years’ experience and a history of contribution to the legal community. We are very proud of Clancy’s accomplishments.