Nancy G. Henderson

Nancy G. Henderson
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).

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 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, most recently at the 2008 Notre Dame Estate Planning Institute. 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. She is the author of “The Gift Tax Annual Exclusion: Advanced Topics,” which she presents in connection with the ALI-ABA’s annual “Estate Planning in Depth” conference at the University of Wisconsin School of Law. Ms. Henderson lectured on various topics at the 2007 Hawaii Tax Institute and also lectured at the the 2007 Seattle Estate Planning Seminar. Ms. Henderson is co-author of an article entitled “A Survey of Charitable Giving Techniques from the Simple to the Sophisticated,” as well as “Coping with Partnership Interests in Estate Planning and Post-Mortem Administration,” both of which were presented by her co-authors in connection with the USC Trust and Probate Conference. Ms. Henderson has also been a regular speaker on the subject of Estate Planning with Family Limited Partnerships for the California State Bar, the Continuing Education of the Bar (CEB) and other organizations.

From 1996 through 1999, Ms. Henderson served as a member of the Executive Committee of the Taxation Section of the California State Bar. Locally, Ms. Henderson is a member of the Investment Committee of the Rady Children’s Hospital and Health Center Board of Trustees, and she is also a member of the Board of Trustees of the Rady Children’s Hospital Foundation. She is a member and past chair of the Planned Giving Committee for the Helen Woodward Animal Center.