In the News
On February 13, Andrew Stone gave a joint presentation with Ms. Suzanne Shier, of Northern Trust, to the Chicago Bar Association Trust Law Committee on the topic, “Inbound Wealth Planning”.
Wealth & Finance International has recognized Kozusko Harris Duncan as the Most Innovative Law Firm 2017 in Washington D.C.
Andrew Stone presented “U.S. Solutions in Estate Planning” at the STEP Germany Conference in Frankfurt am Main, Germany on February 3.
Kozusko Harris Duncan was selected as the 2017 Trust & Estate Law Firm of the Year in Washington D.C. in the 2017 Corporate Intl Global Awards.
Kozusko Harris Duncan is pleased to announce our colleague Eric Dorsch has become a partner as of January 1, 2017. Eric joined the firm in March 2011 and is based in our New York office. At KHD he has distinguished himself as a thoughtful and sophisticated thinker and has developed a deep and nuanced understanding of domestic and cross-border planning issues. He also has devoted himself to building strong and meaningful client relationships. Eric came to the firm after more than a decade as a public interest lawyer, first as an attorney for the Legal Aid Society and later as an executive for two New York City agencies. We are thrilled to welcome him into the partnership.
Rashad Wareh has been appointed as the Chair of the Individual Tax and Private Client Committee of the International Bar Association.
Eric Dorsch presented "Should I Stay or Should I Go: Planning for Foreign Non-Grantor Trusts with US Beneficiaries" at the annual STEP Bermuda Conference on December 8, 2016.
Don Kozusko, Rashad Wareh and Stan Barg have been recognized as leading private client attorneys by and listed in Who's Who Legal Private Client 2016.
Stephen Vetter and Eric Dorsch authored the United States chapter of Getting the Deal Through: Private Client.
Reproduced with permission from Law Business Research Ltd. Getting the Deal Through: Private Client 2017, (published in November 2016; contributing editors: Anthony Thompson and Nicole Aubin-Parvu, Gowling WLG LLP) For further information please visit https://gettingthedealthrough.com/area/55/private-client-2017
U.S. News Media Group (U.S. News) and Best Lawyers have released the 2017 "Best Lawyers" rankings. Rashad Warehand Rebecca Holloway Dent each received an award for Trusts and Estates. Donald D. Kozusko, and George P. Levendis each received awards for Litigation -Trusts and Estates, and Trusts and Estates.
Kozusko Harris Duncan has been recognized by Corporate America as Washington D.C.'s Most Innovative Law Firm.
Kozusko Harris Duncan has been recognized as Washington D.C.'s Best Tax Law Attorneys.
Kozusko Harris Duncan has been recognized by Corporate America as Washington D.C.'s Most Outstanding for Partnership Transactions.
Andrew Stone has been elected a Fellow of the American College of Trust and Estate Counsel (“ACTEC”). ACTEC is a professional organization of approximately 2,600 lawyers who have demonstrated the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors. Individual lawyers meeting the criteria for membership are nominated by Fellows of the College, and are subjected to careful review by both state and national membership selection committees prior to consideration by the regents of the College. Fellows are selected on the basis of experience, professional reputation and ability in the fields of trusts and estates and on the basis of having made substantial contributions to these fields through lecturing, writing, teaching and bar activities.
Patrick Schoshinski recently joined the firm's DC office. Patrick concentrates his practice on the representation of families and entities in sophisticated tax planning and management arrangements, including family office services, estate planning and business succession planning. Read Patrick's Full Bio...
Gordon P. Stone, III, joined the firm as a Partner in the New York office. Gordon concentrates his practice in the area of wealth transfer and income tax planning for high net worth individuals, including owners of closely-held businesses, real estate developers, investors in private equity and hedge funds, entertainers and artists. Read Gordon's Full Bio...
Kozusko Harris Duncan LLP and Attorneys: Stanley Barg, George Harris, Don Kozusko and Rashad Wareh were selected as Leading Law Firm in Private Wealth Law, and as Leading Individuals in Wealth Management in the Chambers USA 2016 awards.
Kozusko Harris Vetter Wareh LLP was selected as the Best for Federal Tax Matters 2016 - Washington DC as part of the Corporate America Legal Elite awards for 2016.
KHD Alert: IRS Scams. Please read...
John Duncan authored The Private Trust Company Comes Back on Shore- In the United States, in The International Family Offices Journal.
Andrew Stone and Olivia Brennan authored Issues Family Offices Face When a Client Marries a Noncitizen, in Trusts and Estates Magazine.
Peter Franklin joined the firm as an associate in the New York Office, focusing on advising international and domestic clients with respect to their business arrangements, investments, estate planning and charitable endeavors, with a particular focus on the U.S. tax aspects of their transactions. Read Peter's Full Bio...
Kozusko Harris Duncan was selected as the 2016 Trust & Estate Law Firm of the Year in Washington D.C. in the 2016
Global Law Experts Annual Awards.
Kozusko Harris Duncan was selected as the 2016 Wills, Trusts & Estates Law Firm of the Year in the Corporate LiveWire
Stan Barg and Don Kozusko discussed the taxation and use of foreign trusts at the 12th Annual STEP/NYSBA conference in New York City on March 10, 2016. The 90 minute session was a central event of a two-day conference attended by over 300 advisors from various disciplines from throughout the US, Western Europe and global trust jurisdictions.
Miles Padgett authored Private Trust Companies - A Practical Introduction to a Bespoke Solution, in Investments & Wealth Monitor, January/February 2016.
KHD was a program planning partner for the 2016 Family Office Exchange (FOX) Private Family Trust Company Workshop and Symposium held in Miami Beach, Florida on February 9th – 10th. John Duncan and Miles Padgett presented “Primary Options for Pursuing and Achieving Strategic Family Aspirations” on February 9th. Miles Padgett also presented "Choosing the Right PFTC Charter State – The Four Great State Building Blocks." On February 10th, John Duncan presented "PFTC Evolution: How PFTC Families are Taking Advantage of Advances" with Rick Fogg, Founding Partner and CEO of Chronicle Family Offices, LLC. Andrew Stone presented “U.S. PFTCs and Foreign Trusts, Foreign Assets, and Non-U.S. Resident Family Members.”
Kozusko Harris Duncan was selected as the '2016 Trust & Estate Law Firm of the Year in Washington D.C.' in the 2016 Corporate Intl Global Awards.
Olivia Brennan joined the firm as an associate in the Chicago office. Olivia will focus her practice on estate planning, trust and estate administration and wealth preservation. Olivia brings to the firm her past experience working with individuals, families and fiduciaries both as an attorney at a Chicago boutique estate planning firm and as a senior associate at a national independent tax accounting firm. Read Olivia's full bio...
Andrew Stone presented "Cross-Border Issues Impacting Multi-Generational Global Wealth Owners" at the Family Office Exchange Global Owners Forum in Coral Gables, Florida.
Stephen Vetter and Eric Dorsch authored the United States chapter of Getting the Deal Through: Private Client 2016.
Rashad Wareh and Stan Barg have been recognized as leading private client attorneys by and listed in Who's Who Legal Private Client 2015.
U.S. News Media Group (U.S. News) and Best Lawyers have released the 2016 "Best Law Firms" rankings. Kozusko Harris Duncan was placed in Tier 1 of Trusts & Estates Law nationally, Tier 1 for Litigation - Trust & Estates and for Trusts & Estates Law in Washington DC, and Tier 1 for Trusts & Estates Law in New York City.
Andrew Stone and Lauren Jones co-authored an article describing the long-awaited Proposed Regulations under Section 2801 concerning the tax on gifts and bequests from covered expatriates. The article appeared in the November edition of the STEP Journal
Kozusko Harris Duncan been selected as the "2015 Trust & Estate Law Firm of the Year in Washington D.C." in the Editor's Choice category of the 2015 Global Law Experts Annual Awards.
Stanley Barg has been elected to serve on the Worldwide Council of STEP, an international professional association of over 20,000 lawyers, accountants and other financial professionals from over 95 countries who deal with family wealth and succession planning. Stan has been elected to the STEP Worldwide Council as a representative of the branches and chapters of STEP throughout the United States. Council members are the primary channels for communication and representation between STEP members and the organization’s central governance bodies.
Andrew Stone moderated a panel discussion titled “International Inheritance Disputes Dissected: The Young and the Restless versus The Bold and the Beautiful” at the Estate Planning and Real Property Spring Symposia of the American Bar Association, held in Washington, D.C. on April 30 to May 1.
At the ACTEC Annual Meeting, Don Kozusko presented to the Business Planning Committee the recommendations of the ACTEC Task Force on Income Tax Regulations for Determining Material Participation of Trustees under the Passive Loss Rules of Section 469.
At the inaugural gathering of Fusion Collaboration organized by the Purposeful Planning Institute, Don Kozusko represented Shaking the Tree Foundation in presenting an education event centered around “The Big Payday,” a filmed one act play illustrating a difficult family transition when a family business is sold. For more information on such workshop events, see www. shakingthetree.org.
Stephen Vetter and Eric Dorsch authored the United States chapter of Private Client Tax: Jurisdictional Comparisons , 2nd Edition (European Lawyer Reference Series).
Don Kozusko is joining a panel of law professors and practitioners at the AALS Trusts & Estates Section annual meeting on January 3, 2015 in Washington, DC. The discussion topic is "Legal Reform and Grantors' Jurisdictional Options: The Implications of Freedom." The program will address the role of forum-shopping in estate planning, the normative force of default rules and uniform acts, and the limits (if any) to opting out.
U.S. News Media Group (U.S. News) and Best Lawyers have released the 2015 "Best Law Firms" rankings. Kozusko Harris Duncan was placed in Tier 1 of Trusts & Estates Law nationally, Tier 1 for Litigation - Trust & Estates and for Trusts & Estates Law in Washington DC, and Tier 2 for Trusts & Estates Law in New York City.
Rashad Wareh and Stan Barg have been recognized as leading private client attorneys by and listed in Who's Who Legal Private Client 2014.
Please note that our Chicago office has moved to a new office suite. All our contact information will be the same, except for our Suite number, which is now 2150.
KHD was a program planning partner for the Family Office Exchange (FOX) Private Family Trust Company Symposium in Chicago, Illinois. John Duncan presented "State of the PFTC Industry Today - Accomplishments and Challenges." Miles Padgett presented "Case Study - The Art and Complexity of Distributions" with Matthew Tobin, Managing Director at South Dakota Trust.
Andrew Stone has been re-appointed as Co-Chair of the International Tax Planning Committee of the American Bar Association's Section of Real Property, Trust and Estate Law for the 2014-2015 bar year.
Andrew Stone co-authored "Role of the Trustee" (Chapter 2) of the Trust Administration Handbook (2014) published by the Illinois Institute for Continuing Legal Education. Chapter 2 examines the duties, liability and powers of the trustee under Illinois law.
Miles Padgett participated on the "Structuring Your Family Office for Success: What Every Family Should Know regarding government taxation and regulation and the new rules moving forward" panel at the Family Office & Private Wealth Management Forum in Newport, Rhode Island.
Rashad Wareh spoke on the panel "Protector - a Versatile Defender?" at the International Wealth Planners New York Meeting.
Miles Padgett wrote the article "Expanded Streamlined Offshore Voluntary Disclosure Procedures," published on WealthManagement.com.
John Duncan and Stephen Vetter participated in the Financial Research Associates, LLC - Sustainable Family Office Operations and Management Conference held in New York City. John presented "Why Private Trust Companies and Estate Planning Go Hand-in-Hand." Steve was part of the "Is the World Really Flat for U.S. Families Investing Abroad" panel.
Don Kozusko has been asked to head up a special project team for the Business Planning Committee of ACTEC that is developing ways to make education about trusts and family business practices more accessible for business-owning families.
Miles Padgett presented "Distributions: Your Committee, Your Policy, and Your Practice" at the 3rd Forum on Private/Public Trust Companies in South Dakota, hosted by South Dakota Trust Company, in Deadwood, South Dakota.
Andrew Stone presented On the Move - Wealth Planning for Nonresident Aliens and Expatriates, along with Suzanne Shier, of The Northern Trust Company, at the 57th Annual Estate Planning Short Course of the Illinois Institute for Continuing Legal Education.
Andrew Stone joined the firm as a Partner in the Chicago office, focusing on counseling both domestic and non-U.S. individuals, families, fiduciaries and family offices on all aspects of estate planning, estate administration and wealth transfer planning. Read Andrew's full bio...
George Levendis joined the firm as a Senior Counsel in the Washington, D.C. office and focuses his practice on the representation of affluent families, including all aspects of wealth preservation and family office services.
Rashad Wareh was the chair of a panel "Planning for Muslim Clients: keys to understanding your client" at the 19th International Wealth Transfer Practice Conference in London, England.
Miles Padgett wrote the chapter "Responding to New Challenges for Today's Trusts and Estates Attorneys" in the 2014 edition of Best Practices for Structuring Trusts and Estates - Leading Lawyers on Drafting a Flexible Plan, Protecting the Client's Assets, and Leveraging Tax Strategies (Inside the Minds).
2012-2013 News Archives