Kenneth A. Pun

Associate | New Haven

Kenneth is an associate in the private client and tax team.

He focuses on tax and estate planning for high net worth individuals and their families.

Secretary Michele Dewar

Admissions

Publications

State of New York, 2014

State of Connecticut, 2015

‘Connecticut Improves its Transfer Tax System,’ Wealthmanagement.com - November 07, 2017, co-author

FLP Transfer Runs Afoul of IRC Section 2036(a)’, Wealthmanagement.com - March 2016, co-author

‘Best Practices Related to IRC Section 2036, Annual Exclusion Transfers and Graegin Loans’, Wealthmanagement.com - January 2016, co author

Education


Languages


  • English

Dates


Joined

2014

New Haven

157 Church Street,

CT 06510-2100

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Regularly works with...