Benjamin A. Cohen-Kurzrock

Senior Associate

Benjamin Cohen-Kurzrock Photo

Houston

P: +1.713.229.1548
F: +1.713.229.7948

Benjamin A. Cohen-Kurzrock JD, CPA,* is a tax attorney who works with the firm's Private Client Services team to represent the Nation's wealthiest individuals and families on the design, implementation, and defense of their estate and business succession plans. As part of that team, his practice focuses on fiduciary and tax controversy and litigation matters, with the goal of preserving wealth with or without a trial.

While at the firm, Mr. Cohen-Kurzrock’s experience as part of the Tax Department includes having:

  • worked on dozens of complex tax matters touching a wide range of issues, including (i) the valuation of hard-to-value assets (e.g., business interests, real estate, and financial instruments), (ii) the design and defense of cutting-edge planning techniques (e.g., those involving annuity trusts, business entities, charities, formula transfers, and split-dollar life insurance arrangements); and (iii) pre- and post-audit risk analysis and mitigation;
  • litigated several cases against the IRS (whether at Exam, Appeals, or in the Tax Court) with potential deficiencies generally ranging from $1 million to in excess of $300 million as part of a trial team;
  • advised and represented executors, trustees, and beneficiaries, both in and out of court, on (i) estate and trust administration issues, (ii) fiduciary duty matters, (iii) rights and obligations, (iv) judicial and nonjudicial modifications of trusts, and (v) the interpretation of various governance documents; and
  • drafted various estate/trust/business administration and transactional documents, such as (i) formation, governance, and administration documents, (ii) asset and ownership transfer documents, (iii) irrevocable trusts, (iv) wills, and (v) incapacity planning documents.

Beyond client work, Mr. Cohen-Kurzrock has been an author on articles published by Bloomberg BNA, Tax Notes, Nature Reviews Clinical Oncology, the American Bar Association, and the Houston Law Review and has been a speaker for the Income and Transfer Tax Planning Group of the ABA Section of Real Property, Trust and Estate Law. He also dedicates time each year to helping clients on a pro bono basis.

Before joining the firm, Mr. Cohen-Kurzrock had the honor of serving as a summer law clerk for the Honorable David Hittner (S.D. Tex.) and the Honorable David Jones (Bnkr. S.D. Tex). He also got hands-on accounting and finance experience through internships with global (Big 4) accounting firms and an investment bank.

*Mr. Cohen-Kurzrock is admitted to practice in the Tax Court, California and Texas, and he maintains a license as a Texas Certified Public Accountant.

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