U.S. News Media Group and Best Lawyers have released the 2014 "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 in Tier 2 of Trust & Estates Law in New York City.
The guide to family office services and technology that is published by Family Office Metrics (and which includes KHD) has now been revamped and will be regularly updated online.
Rich Fava and Don Kozusko have written the Pre-immigration Planning chapter for the upcoming American Bar Association Guidebook on International Estate Planning.
John Duncan participated on the "Structuring Your Family Office for Success: What Every Family Should Know" panel at the Family Office & Private Wealth Management Forum in Newport, Rhode Island.
John Duncan spoke on "Providers Can Offer Bespoke Services Only If Families Can Bespeak Their Vision" at the Institute for Private Investors Spring Forum in New York.
Don Kozusko presented and facilitated a discussion concerning tax reform at the Family Enterprise USA's Capital City Family Reunion in Washington, D.C. Family Enterprise USA (FEUSA) is an independent, 501(C)(3) national nonprofit membership organization whose primary purposes are to highlight the positive contributions made by America's business-owning families, draw attention to the challenges they face due to public perception and public policies, and unite the country's business-owning families so they may begin to act collectively.
Rashad Wareh was recognized as a "Rising Star" by Private Asset Management (PAM) in the wealth management and family office industry. See more...
Don Kozusko spoke on Scenario Planning for Wealthy Families at the FOMCon event in Manhattan presented by Family Office Metrics on April 22-23, 2013. Scenario planning is an established business planning method that promotes creativity, flexibility and resilience when planning for the mid-term in a complex environment, particularly in a context that cannot be dissected by quantitative tools. When adapted for family offices and family businesses, scenario planning can empower the family and its advisors to collaborate in planning for both strategic and tactical issues. FOMCon is an annual conference that brings together family office executives for presentations and discussions on business process, risk management, and technology for the family office.
Stan Barg was appointed Chairman of STEP USA.
Stan Barg was recognized by Citywealth as a member of its Leaders List in Private Wealth Management for North America.
Kozusko Harris Duncan received the Best Overall Law Firm award from Private Asset Management (PAM).
Doris Hsu has joined us as senior counsel in the New York office. Doris counsels individuals, families, family offices and privately held businesses on the U.S. income and gift/estate tax implications of their domestic and cross-border transactions.
Doris graduated with a B.A. in English from National Taiwan University (1992). She received a joint J.D. (cum laude)/M.S.L. (magna cum laude) from Vermont Law School (1995) and an LL.M. in Taxation from New York University School of Law (1996).
Doris is fluent in Mandarin Chinese, proficient in Taiwanese and conversational in French. She is admitted to practice in the State of New York and the United States Tax Court. She is a member of the Committee on Business Entities of the New York City Bar Association.
Lauren Jones joined us as an associate in the New Haven, CT office. Lauren is a 2007 graduate of Harvard College (A.B. , cum laude, in Social Studies and language citation in Italian) and 2010 graduate of Cornell Law School (J.D.). Lauren was previously an Associate at Sayles & Evans, concentrating in domestic tax and trusts and estates.
Stan Barg received a Founder’s Award from the Society of Trust and Estate Practitioners (STEP). The Founder’s Award recognizes contributing members of STEP who have gone above and beyond what could ever be reasonably asked of any Council member, Committee member or other volunteer.
Don Kozusko, with Miles Padgett and Paul McKibbin, have co-authored a two-part series, "Coordinating Risk Management - Can wealthy families do more?" for Trusts and Estates magazine. The first article was published in the December 2012 issue. The second article was published in the March 2013 issue.
Rebecca Dent was named in the New York Best Lawyers - Trusts and Estates - 2013 survey.
George Harris and Stephen Vetter spoke on foreign trusts at the 2012 AICPA National Tax Conference in Washington, D.C.
Andrew Bechel has joined us as an associate in the Washington, DC office. Andrew received his B.S.B.A. from the University of Colorado Leeds School of Business in 2007 and graduated from the University of Colorado Law School, Order of the Coif, in 2011. He received his LL.M in Taxation from the New York University School of Law in 2012.
U.S. News Media Group and Best Lawyers have released the 2013 "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 in Tier 2 of Trust & Estates Law in New York City.
Stephen Vetter and George Harris authored the United States chapter of Private Client Tax: Jurisdictional Comparisons(European Lawyer Reference Series).
Don Kozusko spoke on "Congress, Politics and Taxes: What's Around the Corner and Over the Horizon" at the Institute for Private Investors Fall Forum in San Francisco.
The Outsider - A New Initiative in 2012
The firm produced and funded the development of this original one-act play that serves as a focal point for facilitated discussions about wealth and family dynamics across generations.
The public premiere was held at The Americas Families in Business Conference in 2012, where the firm also sponsored the performance of "The Outsider." The play was created and performed by Shaking the Tree, which is a not-for-profit organization with a unique theatre-based approach to transforming conversations about wealth -- the Living Case Study, which combined interactive theater and expert facilitation of audience discussion. The new work joins its repertoire.
In “The Outsider” the case study depicts the challenges in today’s world of a trusted advisor and a family as they deal with the founder’s plan that was established generations ago. They must learn to collaborate to renew the family’s business and philanthropic mission, but ghosts from the past appear from an unexpected direction. The trusted advisor struggles to fulfill his commitment to the ‘plan’ that embodies the founder’s intentions. Despite past fractures and missed opportunities the founder’s legacy has endured into the third generation, but now the family must apply its abundant energy and talents to the central question: will it become a family of affinity or a family of outsiders?
Kozusko Harris Duncan will continue to be involved in the creation of a prequel and custom facilitation materials to accompany a DVD format for presenting the work to audiences concerned with family wealth management.