1/2022
Melissa Milich Named KHD Partner
January 1, 2022Kozusko Harris Duncan is pleased to announce that Melissa Milich has become a Partner as of January 1, 2022. Melissa joined the firm in June 2017 and is based in…
12/2021
Form W-8BEN-E and Practical Tips
December 9, 2021In October 2021, the Internal Revenue Service (IRS) released an updated version of Form W-8BEN-E. Non-US entities should use this new form when requested to certify their status for US…
ALI-CLE International Trust and Estate Planning 2021 Webcast – Drafting Tips for International Clients (December 2021)
December 2, 2021Andrew Stone presents Drafting Tips for International Clients and Cross-Border Trusts, 2021 ALI-CLE International Estate Planning webcast on December 2, 2021. …
11/2021
Chicago Estate Planning Counsel (CEPC) Where Did I Leave My House?!!! (November 2021)
November 9, 2021Andrew Stone presents Where Did I Leave My House?!!! (and other Questions by U.S. Persons with Foreign Assets and Non-U.S. Persons with U.S. Assets), at the CEPC International Estate Planning Workshop…
Tiara Woodard joins the firm as a legal assistant in the New York office
November 8, 2021We are pleased to announce that we have a new member of our firm. Tiara Woodard, our new legal assistant, started today in our New York office. We’re very happy…
Alexander J. Cadmus joins the firm as an associate in the NY office
November 1, 2021Alex graduated from New York University School of Law in 2018 where he received his law degree. He received his undergraduate degree from Pennsylvania State University.…
Journey to the West – Considerations for Inbound Foreign Professionals (November 2021)
November 1, 2021Andrew Stone and Eric Huang co-author article for Trusts & Estates Magazine, “Journey to the West – Considerations for Inbound Foreign Professionals.” November 2021. Download…
10/2021
Morgan Jacoby joins the firm as an office assistant in the New York office
October 21, 2021We are pleased to announce that we have a new member of our firm and for our team in New York. Morgan Jacoby, is our new Office Assistant. We’re excited…
ACTEC 2021 Virtual Fall Conference – Drafting Tips for International Clients and Cross-Border Trusts (October 2021)
October 7, 2021Andrew Stone presents “Drafting Tips for International Clients and Cross-Border Trusts” to the International Estate Planning Committee at the ACTEC 2021 Virtual Fall Conference (October 7-10, 2021).…
9/2021
Panelist, “How to Use the Channel Islands as an Offshore Planning HUB for Clients that are Offshore & Unconnected”, International Trust & Private Client 2021, Jersey, Channel Islands 28 September 2021 and Guernsey, Channel Islands 30 September 2021
September 28, 2021Stan Barg is a Panelist on “How to use the Channel Islands as an Offshore Planning HUB for Clients that are Offshore & Unconnected” at the International Trust & Private…
