Firm Profile

Henderson, Caverly & Pum LLP

Headquarters

12750 High Bluff Drive, Suite 300
San Diego, CA 92130
United States
(858) 755.3000

Firm Details

Henderson, Caverly & Pum 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 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.  Also a partner in the Estates and Trusts Group is Eric Baggett where he assists clients in estate planning, estate and trust administration, charitable planning and a variety of tax related matters.

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 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 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 Jonathan Grissom's primary practice areas are nonprofit organizations, business and corporate law, real estate and tax.

Partner Brian Tsu advises clients on a range of domestic and international tax matters, including federal wealth transfer, fiduciary income and business entity taxation.

Partners Richard Hyatt, Adryenn Cantor, Hildy Fentin, Sandra Mayberry and Angela Woolard with decades of experience, are experts in high-asset cases lead the family law practice.Henderson, Caverly & Pum 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 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 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.

Management

Demographics

Partners

Women: 9

Asian: 1

Men: 5

Caucasian: 13

Associates

Women: 4

Men: 2

Management / Department Heads

Women: 2

Asian: 2

Men: 1

Caucasian: 2

Paralegals

Women: 7

Asian: 1

Men: 1

Caucasian: 7

Non-Legal Employees

Women: 13

African-American: 2

Asian: 3

Hispanic: 1

Men: 2

Caucasian: 9

Top Listed State Awards

  • Top Listed in California in Family Law Mediation with 3 lawyers

Top Listed City Awards

  • Top Listed in San Diego in Family Law with 4 lawyers
  • Top Listed in San Diego in Family Law Mediation with 3 lawyers
  • Top Listed in San Diego in Litigation - Trusts and Estates with 3 lawyers
  • Top Listed in San Diego in Tax Law with 4 lawyers

Awards

  • Best Lawyers, 2018, 2017, 2016, 2015

    Best Law Firms, 2017, 2015, 2012, 2011

    100% Club SDBA

    AV Preeminent

Firm Practice Areas

  • Business Organizations (including LLCs and Partnerships)
  • Collaborative Law: Family Law
  • Commercial Finance Law
  • Commercial Litigation
  • Family Law
  • Family Law Arbitration
  • Family Law Mediation
  • Litigation - Trusts and Estates
  • Litigation and Controversy - Tax
  • Mediation
  • Tax Law
  • Trusts and Estates

Firm News & Media

Featured Publications

Office Locations

United States

United States

California

California

Los Angeles, CA

633 West 5th Street, US Bank Tower, 26F

Los Angeles, CA 90013

United States

(858) 755.3000

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Rancho Santa Fe, CA

16236 San Dieguito Road, Suite 3-10

Rancho Santa Fe, CA 92067

United States

(858) 755.3000

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San Diego, CA

12750 High Bluff Drive, Suite 300

San Diego, CA 92130

United States

(858) 755.3000

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