Melissa Milich

WORK HISTORY

EDUCATION

SKILLS

ABOUT MELISSA MILICH

Melissa is a Partner in the New York City office of Kozusko Harris Duncan (“KHD”). Melissa practices in the areas of estate planning and administration, sophisticated income, gift and estate tax planning, trust administration, and charitable giving. Melissa works with high-net-worth individuals and families to create custom estate plans and to implement unique wealth transfer strategies. Her practice includes advising clients on the benefits of grantor retained annuity trusts, sales to grantor trusts, qualified personal residence trusts, family limited partnerships and limited liability companies, life insurance trusts, and dynasty trusts. Melissa balances her clients’ tax objectives, family priorities, and business goals in order to provide her clients with a comprehensive approach to their planning needs.In recent years, Melissa has counseled founders and investors with planning relating to their interests in high-growth companies. This advice requires a deep understanding of the federal and state income tax issues that arise in the context of liquidity events and other business transactions. In addition, Melissa advises not-for-profit entities regarding formation, administration and dissolution. Melissa counsels charitable organizations (primarily private foundations) on compliance with applicable federal and state laws, the creation of bespoke grant agreements, and the proper administration of the organization.