Cara Koss focuses her practice on advising high net worth individuals, both domestically and internationally, on a wide range of sophisticated matters including estate planning, trust and estate administration, lifetime gifting, family office formation and counseling, asset protection, business succession planning, and tax compliance. Ms. Koss specializes in structuring tax-efficient wealth transfer strategies for clients designed to preserve family legacies through the generations, protect assets from potential creditors, and incorporate clients' philanthropic and other non-tax objectives. Ms. Koss also has expertise in the settlement of complex estate matters, including disputes between family members and audits with the Internal Revenue Service (IRS).

Ms. Koss is nationally recognized for her cutting-edge expertise on the use of assisted reproductive technology (ART) and estate planning. She is a frequent lecturer on these and other topics, having presented to local and national professional organizations including the Heckerling Institute on Estate Planning and the American Bar Association. Ms. Koss has also been recognized as a Fellow of the American College of Trust and Estate Counsel (ACTEC) and as a Top Attorney in Chambers and Washingtonian magazine.

Perspectives

Beyond the Birds and Bees: Estate Planning for Reproductive Material
Atlanta Bar Association, Estate Planning & Probate Section
When What You Don't Know Can Help You: The Political Optics of Managing Personal Investments While Serving in Office
Enforcement Edge: Shining Light on Government Enforcement
Beyond the Grave: International Surrogacy
ABA Section of Family Law 2019 Fall CLE Conference, Orlando, FL
The Advisor: Helping You Manage Your Life and Legacy in Today's Complex World
Private Client Services Newsletter
The Advisor: Helping You Manage Your Life and Legacy in Today's Complex World
Private Client Services Newsletter
More

Recognition

Chambers High Net Worth
"Up and Coming" – Private Wealth Law (Washington, DC) (2019-2020)
Washingtonian Magazine
"Top Financial Advisor" (2019)
"Top Lawyers" – Trusts and Estates (2018)
Washington, DC Super Lawyers
"Rising Star" – Estate Planning & Probate (2018-2019)

Credentials

Education
  • LLM, Taxation, New York University, 2011
  • JD, Benjamin N. Cardozo School of Law, 2008
  • MS, Molecular Genetics, University of Virginia, 2006
  • MA, Biomedical Ethics, University of Virginia, 2005
  • BS, Bioethics, Washington and Lee University, 2003, magna cum laude
Admissions
  • District of Columbia
  • New York
  • Virginia
Activities
  • Fellow, American College of Trust and Estate Counsel (ACTEC)
  • Co-Chair, Non-Tax Committee, American Bar Association (2018-present)
  • Co-Chair, Bioethics Committee, American Bar Association (2010-2017)
Overview

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