Nancy Henderson

Partner, Henderson, Caverly & Pum LLP

Nancy G. Henderson is a Founding Partner, co-Managing Partner and the Chair of the Estate Planning Practice Group of Henderson, Caverly & Pum LLP.

Ms. Henderson is a fellow of the American College of Trust and Estate Counsel (ACTEC), where she has served on the Program Committee. She is also a Certified Specialist in Estate Planning, Probate and Trust Law (California State Bar Board of Legal Specialization), and presently serves of the California State Bar Estate Planning Law Advisory Commission, which is responsible for writing and grading the legal specialist exam in Estate Planning, Probate and Trust Law. Ms. Henderson is listed in Southern California Super Lawyers – San Diego (2008-2015) and was named by Worth Magazine as one of the nation’s Top 100 Attorneys (2008-2009). From 1996 through 1999, Ms. Henderson served as a member of the Executive Committee of the Taxation Section of the California State Bar.

Ms. Henderson has spoken and written extensively on estate, gift and income tax planning, and has presented significant outlines on numerous estate and charitable planning subjects through various prestigious organizations, including the University of Miami Institute on Estate Planning (the Heckerling Institute), ALI-CLE (various programs), ACTEC, the Notre Dame Estate Planning Institute, the Kasner Symposium, the Southern California Tax and Estate Planning Forum, the Hawaii Tax Institute, the USC Tax Institute, the American Bar Association, the California State Bar, the Washington State Bar and various estate planning councils around the country. Ms. Henderson served for seven years as a co-Chair ALI-CLE’s week-long program, Estate Planning in Depth, which is held annually at the University of Wisconsin (Madison).


Estate planning for investment real estate presents unique challenges and opportunities. This program will provide some practical tips for effective testamentary planning to achieve goals common More