Tina E. Albright Jeffrey Bucher Jennie Cherry Brian J. Feldman Pamela Goldfarb George N. Harris Jr. Don Kozusko Crag A. Max IV Jerome Ostrov Stephen K. Vetter Rashad Wareh   Simplicity... Judgment... Continuity... ...Missed Opportunities Wealth Strategies   Control v. Ownership Global Perspective Wealth Creation Wealth Succession U.S. Estate Taxes Simplicity Decision-Making Litigation Risk Investing in "Intangibles" Pooling Investments Governance   Corporate Model Board Peer Review Personal Liability Statement of Principles No Boilerplate Operating Plan The Dead Hand Informed Participation Dialogue Confidentiality Inheriting Values (intro) Inheriting Values (questions) What do We Mean by "success"? Why even ask whether wealth has adverse affects on children? Connection between lack of ambition and too much wealth? Adverse influence of inherited wealth on child development? Philanthropy The Private Foundation Paradox Full Spectrum Philanthropy Saving Taxes Tax Risk Can Be Minimized, but Not Avoided Reducing Taxes is Critical to Financial Security Paying Gift Taxes Can Be a Good Investment Delay & Timidity are the Enemies of Good Planning The Best Planning is Tailor-Made Beware of the Psychology of Crowds Risk Management Tax Disputes Trust & Estate Disputes Alternative Dispute Resolution Managing Business Litigation International Trust Companies Association   ITCA Report (PDF) Executive Summary of ITCA Report (PDF) The Hayton Report (PDF) Trusts   Be Positive About Trusts - April 2003 (PDF) Open Architecture Trusts:  The Wiser Choice - August 2003 (PDF) Let There Be Light:  Its about time trust documents were written in plain English - January 2004 (PDF) In Defense of Quiet Trusts - March 2004 (PDF) Trust Companie for Family Wealth:  Build My Own? - September 2004 (PDF) Taxes   Respect for "Form" as "Substance" in U.S. Taxation of International Trusts - 1999 (PDF) Private Trust and Protector Companies:  How Much Family Control? - October 2002 (PDF) Rethinking Tax Risk - October 2003 (PDF) Keep Trusts Offshore? - December 2003 (PDF) An Introduction to U.S. Advice for Non-Residents and Non-Citizens about International Estate Planning:  Eleven Key Topics or What I Really Need to Know I Learned in 3rd Grade - June 2004 (PDF)         Our Role as "General Counsel" Controlling Wealth Building & Defending Wealth Acting as General Counsel When Needed Our Role as Special Counsel Integrated Legal Advice Selecting the Team & Managing the Project Our Perspective on "Corporate" Legal Issues Referrals from Corporate Law Firms Fee Policies & Engagement Letter

Home | Who We Are | How We Think | What We Do | How We Work | Contact Us ©2008 Kozusko Harris Vetter Wareh LLP.  All rights reserved.  Please read our Disclaimer Site Map | Return to top