Resources

Content Type

Author

Year

5/2014

Distributions: Your Committee, Your Policy, and Your Practice

May 1, 2014

Miles Padgett presents “Distributions: Your Committee, Your Policy, and Your Practice,” to the South Dakota Trust Company – Third Forum on Private/Public Trust Companies in South Dakota, May 2014.…

Andrew Stone joins KHD as a Partner in the Chicago office

May 1, 2014

Andrew Stone joins 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…

4/2014

Professionalism in Trust and Estate Proceedings

April 24, 2014

Tara Rao co-authors Professionalism in Trust and Estate Proceedings, Continuing Legal Education, Florida Bar Real Property, Probate and Trust Law Section, April 24, 2014.…

George Levendis joined the firm as a Senior Counsel

April 1, 2014

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…

3/2014

Planning for Muslim Clients

March 1, 2014

Rashad Wareh chairs “Planning for Muslim Clients: Keys to Understanding Your Client” during 19th International Wealth Transfer Practice Conference in London, England.…

2/2014

Court Decisions on FATCA Reporting and Corporate Ownership of Real Estate

February 20, 2014

Transparency and attention to detail are the hallmarks of modern succession planning for international families. The Internal Revenue Service (IRS) chief recently said that implementation of the withholding tax under…

Testamentary Capacity and the Lucid Interval, The Will Was Signed When???

February 6, 2014

Tara Rao presents Testamentary Capacity and the Lucid Interval, The Will Was Signed When??? to the Probate and Trust Litigation Committee, Florida Bar Real Property, Probate and Trust Law Section,…

1/2014

Guardian Advocacy

January 9, 2014

Tara Rao presents Guardian Advocacy to the Probate & Trust Law Section of Hillsborough County Bar Association, January 9, 2014.…

Responding to New Challenges for Today’s Trusts and Estates Attorneys

January 1, 2014

Miles Padgett authors “Responding to New Challenges for Today’s Trusts and Estates Attorneys,” for Best Practices for Structuring Trusts and Estates – Leading Lawyers on Drafting a Flexible Plan, Protecting…

The Trustee Risk Crisis and Its Impact on Finding/Selecting the Best Trustees

January 1, 2014

Miles Padgett presents “The Trustee Risk Crisis and Its Impact on Finding/Selecting the Best Trustees,” to the Family Office Exchange 2014 Private Family Trust Company Symposium.…