Carl D. Holborn

Carl D. Holborn

About Me 

Carl assists individuals and organizations in solving the complex business and legal issues they face. He prides himself on being a clear thinker, good communicator, and problem solver. Carl’s work involves helping individuals, executives, professionals, and business owners with estate and business planning, as well as trust and probate administration. He also focuses on estate, gift, and income taxation.

 

Carl Assists Clients With

• Structuring estate plans for affluent individuals and families to maximize wealth preservation from one generation to the next
• Representation for corporate and individual fiduciaries, as well as beneficiaries in probate and trust administration matters
• Business succession planning
• Representation of taxpayers in dealing with tax controversies involving state and federal taxing authorities
• Planning and structuring charitable donations for both individuals and charitable organizations

 

Examples of Carl’s Recent Client Work

• Preparation and implementation of estate plan for clients with net worth in excess of $75 million


• Successful preparation and implementation of complex estate plan for client with real estate holdings worth in excess of $25 million


• Represented a charity in an estate dispute, preserving the full charitable distribution indicated in the original trust documents, an amount which was over $1 million more than the trustee intended to distribute


• Probate administration of deceased owner of manufacturing firm with a net worth in excess of $7 million


• Preserved a client’s family farm valued at more than $3 million through successful representation during an estate dispute


• Negotiated with Internal Revenue Service in a dispute involving complex estate tax issues