Louis Cusano
Denver,CO
Summary
Work closely with high-net-worth individuals and their advisors to craft and implement innovative strategies to transfer wealth to future generations in a manner that preserves capital, minimizes tax exposure, achieves management succession, and promotes family harmony for multiple generations
Overview
6
6
years of professional experience
Work History
Private Client Associate
Holland & Hart LLP
06.2021 - Current
- Advise clients on complex estate, gift, and generation-skipping transfer tax issues, ensuring optimal tax strategies are utilized.
- Collaborate with financial advisors, accountants, and other professionals, to develop customized estate plans for clients, incorporating advanced planning techniques such as IDGTs, GRATs, QPRTs, and family limited liability companies.
- Prepare and review wills, trusts, powers of attorney, and other legal documents to meet clients’ financial and personal objectives, maintaining meticulous attention to detail.
- Assist with probate, estate and trust administration processes, ensuring timely and accurate distribution of assets and compliance with fiduciary duties.
- Establish, and assist with the administration of, Wyoming private trust companies (both private and chartered).
- Research and analyze changes in tax laws to advise clients on potential impacts and planning opportunities.
- Provide counsel on charitable giving strategies, including the creation of charitable remainder trusts and donor-advised funds.
Legal Intern
Ball Corporation
05.2019 - 05.2020
- Reviewed and drafted supplier and customer contracts and assisted with tariff exclusion requests
- Conducted research and drafted internal memoranda on a diverse array of legal issues including M&A and joint venture transactions, corporate compliance policies, tax planning issues, and securities law disclosure requirements.
Judicial Intern for Hon. Paul R. Dunkelman
5th Judicial District, Colorado
05.2018 - 08.2018
- Researched and drafted court orders regarding complex evidentiary matters such as 4th Amendment exclusionary rule issues
- Worked collaboratively with the head research attorney to draft research memoranda
- Actively observed and discussed both civil and criminal dockets.
Education
Masters of Law (LL.M) in Taxation -
New York University School of Law
New York, NY05.2021
Juris Doctor -
University of Colorado Law School
Boulder, CO05.2020
Bachelor of Arts - Economics
University of Denver
Denver, CO06.2017
Bar Admission
Colorado, July 2020
Timeline
Private Client Associate
Holland & Hart LLP
06.2021 - Current
Legal Intern
Ball Corporation
05.2019 - 05.2020
Judicial Intern for Hon. Paul R. Dunkelman
5th Judicial District, Colorado
05.2018 - 08.2018
Masters of Law (LL.M) in Taxation -
New York University School of Law
Juris Doctor -
University of Colorado Law School
Bachelor of Arts - Economics
University of Denver
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