Nancy G. Henderson

Chair of Estate Planning Group

Nancy G. Henderson is a founding partner and the Chair of the Estate Planning Group of Henderson, Caverly, Pum & Charney LLP.

Ms. Henderson is a fellow of the American College of Trust and Estate Counsel “ACTEC” and a Certified Specialist in Estate Planning, Probate and Trust Law (California State Bar Board of Legal Specialization).  Ms. Henderson is listed in Southern California Super Lawyers – San Diego (2008-2014) and was named by Worth Magazine as one of the nation’s top 100 Attorneys (2008-2009).  From 1996 through 1999, Ms. Henderson served as a member of the Executive Committee of the Taxation Section of the California State Bar.

Ms. Henderson obtained her law degree in 1991 from the Boalt Hall School of Law at the University of California at Berkeley, where she graduated in the top 10% of her class and was elected to the Order of the Coif. She obtained her bachelor’s degree, magna cum laude, Phi Beta Kappa, from Duke University in 1981.

Ms. Henderson has spoken and written extensively on estate, gift and income tax planning, and has presented outlines on numerous estate and charitable planning subjects through various organizations, including the University of Miami Institute on Estate Planning (the Heckerling Institute), ALI-ABA (various programs), CEB, the Notre Dame Institute, the Kasner Symposium, the Southern California Tax and Estate Planning Forum, the Hawaii Tax Institute, the USC Tax Institute, the American Bar Association, the California State Bar, the Washington State Bar and various estate planning councils around the country. Ms. Henderson is co-Chair of ALI-ABA’s week long program, Estate Planning in Depth, which is held annually at the University of Wisconsin (Madison).

Some of the subjects on which Ms. Henderson has written and spoken include What You Thought You Knew About Crummey Powers; Sophisticated Uses of the Gift Tax Annual Exclusion; Planning for the Preservation of Cherished Family Properties; The Use and Taxation of Qualified Conservation Contributions; Family Limited Partnerships in Estate Planning; Disclaimers in Estate Planning and Postmortem Administration; Planning for the Benefits and Burdens of Inherited Wealth with Incentives Trusts; Estate Planning for Same-Sex and Other Non-Traditional Couples; Planning for the Administration of Trusts with “Carrot and Stick” Provisions (Slicing and Dicing Trustees’ Duties and Responsibilities); Common Drafting Oversights that Complicate Estate Administration; Estate Planning for Siblings, Cousins, and Other “Collateral” Relatives; Drafting the Dispositive Provisions of Wills and Trusts; and Decanting Unrevocable Trusts.

Locally, Ms. Henderson is a member of the Board of Trustees of the Rady Children’s Hospital Foundation and the Rancho Santa Fe Rotary Club.