8/2024
STEP Canada-USA 2024 Conference – October 7, 2024
August 14, 2024Andrew Stone will present on Cross-Border Estate Administration at the STEP Canada-USA 2024 Conference on October 7, 2024. The discussion will cover estate administration issues involved when someone domiciled in…
Corporate Transparency Act: Practical Considerations: Dissolved Entities
August 12, 2024Beginning in 2024, the Corporate Transparency Act (CTA) requires US corporations, limited liability companies and statutory partnerships to file a beneficial ownership information (BOI) report with the US Financial Crimes…
4/2024
Lindsey Bronstein Promoted to Senior Counsel
April 14, 2024Ms. Bronstein’s practice focuses on all aspects of estate planning and estate and trust administration. Lindsey works with high-net worth individuals and families to develop and implement sophisticated estate planning…
3/2024
Brett Bornstein Joins KHD as Associate in Chicago Office
March 18, 2024Brett Bornstein is an Associate in the Chicago office of Kozusko Harris Duncan. Brett’s practice focuses on tax and estate planning and trust and estate administration. Prior to joining Kozusko…
2/2024
2024 U.S. Reporting Checklist and Deadlines
February 15, 2024With the start of a new year, family advisers and trustees of foreign trusts should determine early in 2024 which US filings will be required and the respective deadlines. If…
Corporate Transparency Act: Beneficial Ownership Information Reporting Begins
February 8, 2024Enacted on 1 January 2021, the Corporate Transparency Act (CTA) establishes a beneficial ownership reporting regime for US entities, pursuant to which reporting companies must submit a report containing “beneficial…
Dana Levin Joins KHD as Associate in New York Office
February 1, 2024Dana graduated from Fordham University School of Law in 2020 where she received her law degree. She received her undergraduate degree from Brandeis University. .…
1/2024
U.S. Corporate Transparency Act Presentation
January 25, 2024Jennie Cherry presents “U.S. Corporate Transparency Act: FinCEN Beneficial Ownership Information Reporting effective 1 January 2024” to STEP Bermuda on January 25, 2024. …
Family Office Exchange (FOX) Private Trust Company-PTC’s at the Intersection of Business and Charity
January 23, 2024Miles Padgett presents PTC’s at the Intersection of Business and Charity to the 2024 FOX Private Trust Company Workshop – Virtual Event – January 23-25, 2024. This presentation is part…
Simplifying the Complex: Demystifying Directed Trusts, Family Offices and Private Trust Companies
January 11, 2024John Duncan presents “Simplifying the Complex: Demystifying Directed Trusts, Family Offices and Private Trust Companies” to the 58th Annual Heckerling Institute on Estate Planning at the Orlando World Center Marriott…
