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Nancy G. Henderson

Caverly, Pum & Charney LLP

Nancy G. Henderson is a founding partner and the head of the Estates and Trusts Group of Henderson, Caverly, Pum & Charney LLP. Ms. Henderson advises high net worth individuals and families in the use of sophisticated estate planning and charitable giving techniques designed to achieve a wide variety of tax and non-tax objectives. Ms. Henderson also advises individuals and families in the administration of estates and trusts and in the creation and administration of family charitable foundations. Ms. Henderson is a Certified Specialist is 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) and was named by Worth Magazine as one of the nation's top 100 Attorneys (2008-2009).

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. Prior to opening her own law office in May of 2000, Ms. Henderson was a partner with the law firm of Cowley & Chidester LLP in Rancho Santa Fe, California. Before joining Cowley & Chidester as an associate in February of 1995, Ms. Henderson practiced tax and estate planning with the law firm of Brobeck, Phleger & Harrison in its San Diego office.

Ms. Henderson has spoken and written extensively on estate, gift and income tax planning. She is co-author of the book, "Drafting Wills and Trusts" published by the American Bar Association. She is co-chair of ALI-ABA's annual "Estate Planning in Depth" conference at the University of Wisconsin School of Law where she has also spoken on numerous tax and estate planning subjects including Disclaimer Planning, Sales of Defective Grantor Trusts and Planning with the Gift Tax Annual Exclusion. She is the author of a comprehensive paper entitled "Managing the Benefits and Burdens of Inherited Wealth," published as a two part series in the Practical Lawyer (September and October 2001 issues) and she speaks nationally on this subject. Ms. Henderson was a speaker at the 2008 Heckerling Institute, where she and her co-panelist, M. Read Moore, spoke on the subject of estate planning for parents and siblings. Ms. Henderson is the author of the article, "This Land is Your Land, This Land is (Still) My Land: Using Qualified Conservation Contributions to Preserve Cherished Family Properties," published in the ACTEC Journal in May 2007. She has authored papers on "Estate Planning for the Passage of Cherished Family Properties" as well as "Estate Planning for Same-Sex Committed Couples," both of which she presented at the Southern California Tax and Estate Planning Forum.

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