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. Awards & Recognitions · The Best Lawyers In America, Trusts and Estates, 2006-2012 · St. Louis Magazine, Top Lawyers in St. Louis, 2010 Professional Associations & Memberships · American Bar Association · Christian Legal Society · Estate Planning Council of St. Louis · The Missouri Bar · Society of Trust and Estate Practitioners · State Bar of Michigan News & Publications News 9.6.11, More Than 100 Husch Blackwell Attorneys Named to Best Lawyers 2012 Publications 12.6.11, Reviewing Your Estate Plan Documents 10.14.11, Unprecedented Gift Planning Opportunities in 2011 and 2012, St. Louis Business Journal 4.1.11, A Beneficiary Serving as Trustee May Affect Asset Protection, Estate Planning 10.1.09, IRS Explains Income Taxation of a Sale or Surrender of a Life Insurance Policy, FORUMfacts 1.1.09, Property Division at Divorce or Death for Married Couples Migrating Between Common Law and Community Property States, ACTEC Journal 1.1.09, Property Division at Divorce or Death for Married Couples Migrating Between Common Law and Community Property States, Journal of International Trust and Corporate Planning 7.1.08, Deterring STOLI: Two New Model Life Settlement Acts, 35 Estate Planning Review 3 3.19.08, In re John Kotsonis Irrevocable Family Trust - Administering an ILIT in the Midst of Family Discord, Estate Planning Newsletter #1261, Leimberg Information Services, Inc. 1.1.07, Updated on Insurable Interests, Presented at the Probate and Estate Planning Institute, Michigan Institute of Continuing Legal Education 7.1.06, Michigan Irrevocable Life Insurance Trusts After the Chawla Decision: Satisfying the Insurable Interest Requirement, 25 Michigan Probate and Estate Planning Journal 6 1.1.05, Ten of the Top Estate Planning Traps for the Unwary Planner, Presented at the Michigan Institute of Continuing Legal Education Events 1.1.07, Update on Insurable Interests, Probate and Estate Planning Institute, Michigan Institute of Continuing Legal Education
Speaking Engagements 1.1.05, Ten of the Top Estate Planning Traps for the Unwary Planner, Probate and Estate Planning Institute, Michigan Institute of Continuing Legal Education
Speaking Engagements 1.1.04, Asset Protection Trusts and Other Devices - Do They Work? Federal Bar Association of the Western District of Michigan, Bankruptcy Section Summer Seminar
Speaking Engagements |