Henderson, Caverly & Pum, LLP

The members of the Estate Planning Group at Henderson, Caverly & Pum LLP have been called upon to assist many of the most financially-successful individuals and families in San Diego and throughout the country in providing financial security for their families and in creating a positive legacy in the passage of family wealth to individuals and charity.

The Estate Planning Group, led by Nancy G. Henderson with Alexander Bruin and Alexander Winkle, this Practice offers decades of experience and a ceaseless dedication to providing clients with the most sophisticated legal advice in everything from basic estate planning (such as the creation of wills, revocable living trusts and life insurance trusts) to wealth preservation, charitable giving, business succession, and estate freezes. By remaining up-to-date on legislation, legal developments and “best practices,” the Estate Planning Group at Henderson, Caverly & Pum LLP is widely respected for time-tested, creative solutions to a wide array estate issues.

Each client is recognized as being unique with respect to the needs of his or her family, his or her estate planning goals and his or her tolerance for complexity. We believe in the value of educating our clients on the variety of techniques that are available to save on taxes and preserve family wealth.