Kozusko Harris Duncan LLP

For successful individuals, affluent families, and their sophisticated businesses in the District of Columbia, navigating the complexities of wealth management, intergenerational planning, and cross-border legal structures requires an attorney with specialized expertise and a profound understanding of intricate financial and tax laws. This is where Kozusko Harris Duncan LLP stands out as a premier boutique law firm in Washington, DC. This article aims to provide a clear, engaging, and informative overview of Kozusko Harris Duncan LLP, highlighting their unique approach, comprehensive services, and why they are a highly suitable choice for locals seeking sophisticated legal counsel in wealth preservation and transfer.

Kozusko Harris Duncan LLP has built a distinguished reputation for serving a select group of clients, offering bespoke legal and business solutions that protect and nurture what matters most: their clients' active capital and thoughtful individual legacies. The firm is recognized for its top-tier technical acumen across a range of specialized practices, including tax, trust, cross-border planning, and dispute resolution. Clients consistently value their integrated approach, which combines deep tax expertise with practical business and governance needs, always prioritizing the best interests of those they serve. Through long-term relationships, Kozusko Harris Duncan develops a deep understanding of their clients' values and motivations, enabling them to craft diverse strategies to achieve intricate financial and personal goals. Their commitment to being strategic, responsive, sensitive, creative, and utterly dedicated to their clients' best interests makes them a trusted advisor in the high-stakes world of private wealth law.

Kozusko Harris Duncan LLP is strategically located in one of Washington, DC’s most prominent business districts, ensuring exceptional accessibility for their discerning clientele. Their office is situated at 1666 K St NW #400, Washington, DC 20006, USA. This address places the firm in a prime, central location that is easily reachable for successful individuals, families, and business leaders across the District of Columbia and beyond.

K Street NW is widely recognized as a hub for law firms, lobbyists, and professional services, signifying the high caliber of businesses operating in the area. The firm's location offers unparalleled connectivity via Washington D.C.'s efficient public transportation system. It is within a very short walking distance of several major Metro stations, including Farragut North (Red Line) and Farragut West (Orange, Blue, and Silver Lines). This provides direct access from virtually any neighborhood in DC, as well as convenient connections for clients traveling from surrounding Maryland and Virginia suburbs. Numerous bus routes also frequently serve the K Street corridor, providing additional transit flexibility.

For clients who prefer to drive, while downtown DC parking requires some planning, the area around 1666 K Street NW offers various commercial parking garages, providing convenient solutions. The firm's presence in a prestigious building on such a significant street underscores its professional standing and commitment to providing a seamless experience for its clients. This central and highly accessible location is a clear advantage for DC locals seeking specialized legal counsel in wealth management and related sophisticated legal matters.

Kozusko Harris Duncan LLP is a highly specialized boutique law firm that offers sophisticated legal and business solutions tailored to successful individuals, families, and their businesses. Their core expertise lies in complex areas related to wealth management, preservation, and transfer, focusing on both domestic and international aspects. Their key practice areas include:

• Trust and Family Governance: Designing and implementing comprehensive governance structures for family wealth, including private trust companies and protector companies, ensuring seamless intergenerational transitions and management of family assets.

• U.S. and Cross-Border Income, Estate & Gift Tax Planning: Providing top-tier technical acumen in U.S. and international tax laws. This includes strategic planning for income, estate, and gift taxes for both domestic and multinational families, as well as advice on pre-immigration and expatriation tax planning.

• International Structures for Multinational Families: Advising on the creation and management of complex international structures, including trusts and other entities, to facilitate global investments and ensure compliance with U.S. and international disclosure regulations.

• Business Succession Planning: Assisting owners of privately-held businesses with comprehensive succession strategies, including governance, estate, and tax planning, and advising on sales and other major transactions involving family businesses.

• Family Office Structuring and Securities Law: Providing legal guidance on the establishment and operation of single and multi-family offices, including compliance with securities laws and general legal advice related to their investments and operations.

• Private and Commercial Trust Company Design and Regulation: Offering expertise in the design, regulation, and ongoing compliance of private and commercial trust companies, which are often integral to sophisticated wealth management strategies.

• Charitable and Other Nonprofit Organizations: Assisting with the creation and administration of charitable foundations and other nonprofit entities, helping clients achieve their philanthropic objectives efficiently and compliantly.

• Dispute Resolution: Providing advocacy and neutral evaluation in disputes involving the control of privately-owned businesses, investment ventures, and family trusts, including complex state court litigation concerning U.S. tax characterization and compliance for trusts.

This specialized range of services positions Kozusko Harris Duncan LLP as an indispensable partner for high-net-worth clients seeking sophisticated and integrated legal solutions for their wealth and business endeavors.

Kozusko Harris Duncan LLP is distinguished by several key features and highlights that underscore their prominence and suitability for high-net-worth individuals, families, and their businesses in Washington, DC:

• Top-Tier Technical Acumen: The firm is widely recognized for its deep technical expertise in complex areas such as tax, trust, cross-border planning, and dispute resolution. Attorneys like Donald Kozusko, who has been selected to Super Lawyers from 2008-2025, are leaders in these fields.

• Boutique Firm with Global Reach: While operating as a boutique firm, they provide highly personalized service to a select clientele while addressing complex international legal matters for multinational families, offering a unique blend of intimacy and sophistication.

• Long-Term Client Relationships: A core philosophy is building enduring, multi-generational relationships with clients. This deep understanding of clients' values and motivations allows for highly tailored and efficient advice, often acting as "general counsel" for families and their businesses.

• Integrated and Holistic Approach: Kozusko Harris Duncan takes an integrated approach to client counseling, combining tax expertise with practical business and governance needs. They are known for creative solutions that put clients' best interests at the forefront.

• Accolades and Recognition: The firm and its attorneys consistently receive prestigious recognitions. Their New York office was recognized by U.S. News & World Report and Best Lawyers Magazine as a Tier One Metropolitan New York City Best Trusts and Estates Law Firm, and attorneys are frequently listed in Chambers High Net Worth Guide and Best Lawyers in America.

• Proactive Planning and Risk Management: They focus on helping clients identify and manage risks across tax, business, regulatory, and family disputes, and excel in planning for and protecting legacies. This includes staying abreast of evolving regulations like the Corporate Transparency Act (CTA).

• Thought Leadership: The firm actively contributes to legal discourse through articles and presentations on complex topics such as U.S. reporting checklists for international families, trust governance, and the impact of new tax laws, demonstrating their expertise and commitment to educating clients and peers.

As a highly specialized boutique law firm catering to successful individuals, families, and businesses with complex wealth management needs, Kozusko Harris Duncan LLP does not engage in promotional offers or discounts in the conventional sense. The firm's value proposition is rooted in its deep expertise, personalized service, and the sophisticated nature of its legal solutions, rather than consumer-style promotions.

However, for prospective clients in the District of Columbia considering their services, the firm's approach emphasizes a deep understanding of client needs through initial consultations and relationship building. While the specifics of an initial consultation (e.g., whether it is complimentary or fee-based) would be discussed directly with the firm, this initial engagement is crucial. It provides an opportunity for potential clients to:

• Discuss the intricacies of their wealth, business, or family governance needs with highly experienced attorneys.

• Gain insights into the firm's strategic approach to complex tax, trust, and cross-border planning.

• Understand how Kozusko Harris Duncan LLP can design tailored legal and business solutions to protect and grow their legacy.

• Learn about the firm's long-term relationship model and commitment to client interests.

Direct contact with Kozusko Harris Duncan LLP is the best way to explore how their specialized expertise can be applied to your unique situation and to understand their engagement process. This personalized initial discussion serves as their primary "offer," providing clarity and direction for prospective clients.

For successful individuals, families, and businesses in Washington, DC, seeking specialized legal counsel in wealth management and complex tax and trust matters, contacting Kozusko Harris Duncan LLP is straightforward. You can reach their Washington, DC office using the following contact details:

• Address: 1666 K St NW #400, Washington, DC 20006, USA

• Phone: (202) 457-7200

• Mobile Phone: +1 202-457-7200

The firm’s prestigious address on K Street NW in downtown Washington, DC, ensures easy access for clients traveling from various parts of the District and beyond. The provision of both a primary office phone number and a mobile phone number underscores their commitment to client accessibility and responsiveness, reflecting the high-touch service they provide to their discerning clientele. Whether you wish to schedule an initial consultation or inquire further about their specialized legal services, these contact options provide a direct link to their highly experienced team.

For the affluent individuals, families, and sophisticated businesses that call the District of Columbia home, Kozusko Harris Duncan LLP offers an exceptionally suitable and indispensable legal partnership. Its prime location at 1666 K St NW #400, in the heart of Washington, DC's professional services corridor, ensures unparalleled accessibility. This means that busy local executives and family office managers can conveniently access their specialized legal counsel, whether traveling by Metro, bus, or private vehicle, without significant logistical hurdles.

However, the true suitability of Kozusko Harris Duncan LLP for locals extends far beyond its convenient address. The firm's deeply specialized focus on areas critical to wealth preservation and intergenerational transfer – including intricate tax planning, trust and family governance, and cross-border structures – directly addresses the complex needs of DC's high-net-worth population. In a city that serves as a nexus for national and international commerce, policy, and private wealth, having attorneys with top-tier technical acumen in these specific domains is not just beneficial, but often essential. The expertise of named partners like Donald Kozusko, consistently recognized in prestigious legal rankings, assures clients that their legacies and assets are being managed with the highest level of legal sophistication.

Furthermore, the firm's commitment to building long-term, trusted relationships and acting as "general counsel" for families aligns perfectly with the desire for integrated, holistic wealth management. For DC residents seeking not just legal transactions, but a strategic partner who understands their values, motivations, and the evolving landscape of wealth, Kozusko Harris Duncan LLP offers stability, foresight, and bespoke solutions. Their proactive approach to risk management and compliance, including staying ahead of new regulations, provides crucial peace of mind. In essence, for those in the District of Columbia who require sophisticated legal stewardship of their most valuable assets and legacies, Kozusko Harris Duncan LLP is precisely the dedicated and expert firm they need.