Ken has more than 25 years of experience working on sophisticated estate and business planning for high net worth clients, estate and trust administration and related litigation; business and charitable entities; and complex tax and transactional matters, both domestic and international. He provides value to individuals, couples, families, executives and entities by helping them organize their financial, business and tax affairs and carry out their financial planning objectives.
In the area of estate planning, Ken advises on intergenerational wealth transfers (including transfers of business interests, securities, real estate and art), tax-saving strategies (including family limited partnerships, qualified personal residence trusts, grantor retained annuity trusts and sales involving grantor trusts), life insurance planning (including irrevocable life insurance trusts, insurable interest issues and the life settlement market), charitable giving strategies (including creating and operating public and private foundations, supporting organizations and charitable trusts) and cross-border planning (including international estate planning, planning for non-resident aliens coming to the U.S., and planning for expatriation).
Ken counsels professional and nonprofessional administrators of trusts and estates with respect to their fiduciary duties and assists them on probate litigation, fiduciary income tax and fiduciary accountings. He also counsels for-profit, nonprofit and charitable organizations about tax matters, buy-sell and other business agreements, regulatory compliance and effective operation.
Ken works on business acquisitions as well as individual, corporate and partnership tax matters, including federal and state tax issues involving gifts, estates, divorce and business reorganizations.