Dear clients and
friends of KHD,
Out of an abundance of caution and care for our
colleagues and their families, we have decided to
work remotely. Our decision to work remotely will
allow everyone at KHD to work from the safety of
their homes while avoiding the daily two way commute.
Our primary concern is for the health and safety of
our employees and our ability to effectively service
and advise our clients during this difficult time.
We will continue to monitor guidance and rely on
recommendations from the Centers
for Disease Control and Prevention and local
health officials to inform our decisions.
Join our partner, Severiano Ortiz, as he speaks on Tax Transparency and Beneficial Ownership Developments Affecting Private Clients . This presentation is a part of the Wealth Planning Workshop. This presentation provides an overview of tax transparency and beneficial ownership developments in the U.S., the U.K., and the European Union. American Bar Association, Tax Section - Virtual 21st Annual U.S and Europe Tax Practice Trends Conference. March 22, 2021.
Join our partner, Stanley Barg, as he speaks on The Validity of Willis in the US and Europe - Their Execution, Revocation, Rectification and Interpretation , as part of the upcoming virtual STEP City of London webinar. Society of Trust & Estate Practitioners (STEP) City of London Webinar. March 8, 2021.
Join our partner, Gordon Stone, as he speaks on Planning for the Domestically Migratory Client as part of the USC Gould School of Law 2021 Tax Institute on Wednesday, January 27, 2021. This session will explore many of the income, estate, gift and other tax issues confronting clients who migrate for resident or domicile purposes from one U.S. state to another. The panel will review the taxation and other important rules of various states relating to these issues, and offer planning techniques to minimize any adverse tax or other consequences to the migrating client, the trusts created by the client, and the trusts of which the client serves as a fiduciary or is a beneficiary. USC Gould School of Law 2021 Tax Institute. January 25 - 27, 2021. Registration at the link below:
https://www.step.org/events/special-residency-citizenship-programs-17-december-2020
Join our partner, Severiano Ortiz, as he speaks on The Future of Trusts - Threats, Challenges, and Solutions, as part of the upcoming virtual STEP Cayman Wealth Structuring Week on January 21, 2021. Our panel will discuss recent global developments flowing from the international push towards regulation and transparency, important decisions of the courts that have contributed to the evolution of trust laws around the world, and debate what new challenges may lie ahead. Severiano's discussion will focus on the U.S. Corporate Transparency Act that was recently passed and included as part of the U.S.'s National Defense Authorization Act for Fiscal Year 2021. Society of Trust & Estate Practitioners (STEP) Cayman Webinar. January 21, 2021. Registration at the link below:
https://www.step.org/events/webinar-3-future-trusts-threats-challenges-and-solutions-21-january-2021
Miles Padgett and Don Kozusko have produced a chapter for the upcoming book, The Complete Family Office: A Guide for Affluent Families and the Advisors Who Serve Them, 2nd Edition by Wiley, which is a collection from top practitioners in the fields of family offices, private trust companies, and family governance and succession.
We are pleased to announce that Severiano (“Sev”) Ortiz has joined the firm as partner in the DC office. Sev received his law degree and LL.M in Taxation from the Northwestern University Pritzker School of Law. He received his Bachelor of Science (Accounting and Finance) and Bachelor of Arts (French) from Jacksonville University. Sev is admitted to practice law in the District of Columbia, Virginia, and Illinois.
Alex Lewis has joined the firm as an associate in the D.C. office. Alex graduated from the University of Miami in 2015 where he received his law degree, LL.M in Taxation, and M.B.A. He received his undergraduate degree from Indiana University.
Amanda Andrews has joined the firm as an associate in the Chicago office. Amanda is a graduate of Davidson College and Loyola University Chicago School of Law. She received her LLM in Taxation from Northwestern University Pritzker School of Law. She is admitted to practice in Illinois and New York.
We are pleased to announce that Rashad Wareh has been named as a member of The International Academy of Estate and Trust Law.
Eric Huang has joined the firm as an associate in the Chicago office. Eric is a graduate of Georgetown University (Edmund A. Walsh School of Foreign Service) and Northwestern University School of Law. Eric is admitted to practice in Illinois and Florida.
We are proud to announce that three of our partners, Donald Kozusko and George Levendis in our Washington D.C. office, and Rebecca H. Dent in our New York City office, have been recognized by Best Lawyers magazine, the oldest and most respected guide to the legal profession, as top Trust and Estate lawyers for 2020.
Fanny Karaman has joined the firm as an associate in the New York office. Fanny is a French avocat à la cour and U.S. tax lawyer concentrating her practice in the areas of U.S. and international taxation with a focus on cross-border issues in France and the U.S. While she does not practice French tax law, she regularly advises entities and individuals on taxation of U.S. and European investments, estate and gift tax exposures, and corporate structuring for the inbound and outbound entrepreneur. Prior to joining KHD, Fanny practiced international tax law at a medium-sized firm in Paris (France) and at a boutique tax firm in New York City.
She is a member of the French-American Bar Association, where she regularly speaks. She also teaches a one-week introductory U.S. tax law class at the Law School of the University of Rennes I. She is fluent in French, German and English. She graduated valedictorian of the Master 2 in French tax law (French LL.M. equivalent) at the Law School of the University of Rennes I (France) and received her LL.M. in U.S. tax law from New York Law School in 2012.
Angela Paolillo has joined the firm as a paralegal in the New York office. Angela received an A.A.S. in Paralegal Studies from Nassau Community College. In addition to working as an estate administration paralegal for over ten years, Angela’s experience extends to the areas of real estate, guardianship and litigation.
Lindsey Mielziner Bronstein has joined the firm as an associate in the New York office. Lindsey is a graduate of the University of Wisconsin and Benjamin N. Cardozo School of Law. Lindsey is admitted to practice law in New York and New Jersey.
Bishara Asfour has joined the firm as an associate in the New York office. Bishara received his J.D. from the University of Florida and his LL.M. in taxation from NYU. Bishara is licensed in New York, New Jersey, D.C., and Florida.
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