Donald D. Kozusko

Donald
D. Kozusko
Partner,
Kozusko Harris Vetter Wareh Duncan LLP
Articles
2014 Fiscal Year Estate Tax Proposals 1
The Obama Administration Budget for Fiscal Year 2014 seeks to raise revenue from the estate tax system from three primary sources.
Risk Management for Wealthy Families
Don Kozusko & Paul McKibbin discuss how scenario planning can benefit your high-net-worth clients
Coordinating Risk Management
Don Kozusko & Miles C. Padgett address an important issue that's overlooked by many high-net-worth families
In Defense of Quiet Trusts
Despite its scope, the Uniform Trust Code (UTC) has provoked surprisingly little debate since it was first proposed by the National Conference of Commissioners
Rethinking Tax Risk
Federal taxes on income, gifts and estates reduce the fruits of investment success, but otherwise seem unrelated to investment decision-making. Our tax
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