Kevin T. Keen
Kevin T. Keen is a member of Winstead’s Wealth Preservation Practice Group. From his offices in Houston and The Woodlands, Kevin works with clients across the United States and around the world to solve problems and provide legal counsel on all aspects of domestic and international private client matters.
In counseling individuals, Kevin provides innovative, solution-oriented planning related to wealth transfer, family governance, business succession, and estate, gift and generation-skipping transfer tax. He has experience in cross-border planning for international families and represents individuals seeking to establish domestic and foreign trusts or other structures to benefit family in the United States and beyond. Kevin regularly advises clients with multi-jurisdictional wealth structuring, including as it relates to investments in U.S. real estate or operating companies, geared toward global tax efficiency and achieving non-tax goals (e.g., confidentiality and asset protection). Additionally, he advises clients on issues related to pre-immigration planning, expatriation, global mobility (transferring executives or obtaining additional passports), and premarital planning.
With respect to family offices, fiduciaries and financial institutions, Kevin brings a wealth of experience and advises such clients on a variety of matters. He assists clients with the formation and operation of family offices and private trust companies and often undertakes the role of outside general counsel. Kevin advises on tax and regulatory compliance issues and has helped clients develop and implement policies and procedures for their private trust companies. He routinely retains local counsel and tax advisers around the world to provide efficient and coordinated multi-jurisdictional guidance for his clients.
Regardless of the specific topic or jurisdiction, Kevin strives to provide creative and practical solutions that not only address clients’ legal and tax goals, but that simultaneously take into account other relevant factors, such as sensitive family dynamics, a desire for confidentiality, and associated business considerations.
Immediately prior to joining Winstead, Kevin resided and maintained a broad-based private client practice in Zurich, Switzerland. Kevin began his career in Miami, Florida and still maintains his Florida law license. He regularly counsels clients based in Florida, and can assist clients transitioning from Florida to Texas, or vice versa, or from other states or countries to either Florida or Texas, with regard to their personal and business planning.
- Developed and implemented international trust and entity structures through which international clients invested into the United States, avoided estate tax exposure and maintained confidentiality.
- Structured and drafted domestic and foreign trusts to facilitate gifts to U.S. beneficiaries, or to achieve various asset protection, tax efficiency and confidentiality goals.
- Advised single family office on restructuring of offshore trusts and migration of underlying assets to newly structured trusts that better facilitated reporting and operational efficiencies and substantially reduced ongoing costs.
- Counseled U.S. clients residing abroad on U.S. income and transfer tax and information reporting issues, and worked with local counsel to implement coordinated planning.
- Assisted domestic clients with preparation of estate plans to minimize gift and estate tax exposure, and to shift investment opportunities from one generation to another.
- Provided pre-immigration planning to foreign individuals planning to establish domicile in the U.S.
- Work with clients to obtain additional passports and to renounce their United States citizenship, along with guiding such clients through the associated tax and information reporting implications.
- Coordinate with local counsel on matters, including, but not limited to, foreign estate plans for U.S. clients relocating abroad, investment structuring for U.S. and non-U.S. persons, planning with offshore trusts, and related matters.
- Advise clients on structuring, formation and operation of private trust company (PTC) in various U.S. and non-U.S. jurisdictions, as well as single family office and affiliated entities.
- Consult on estate administration matters and represent fiduciaries of U.S. and non-U.S. estates and trusts with respect to U.S. tax reporting and optimization, fiduciary obligations, administration and related matters.
- Counseled clients on U.S. and international issues, often in conjunction with local advisors, relating to every continent (except Antarctica), including, but not limited to the following jurisdictions: Mexico, Argentina, Colombia, Chile, Peru, Antigua, Dominican Republic, Canada, China, Hong Kong, Vietnam, Japan, Singapore, South Africa, Australia, Switzerland, France, Italy, Spain, Belgium, Germany, UK, Russia and CIS countries.
- Previously served as a judicial intern to Senior Judge James S. Moody, Jr. (U.S. District Court, Middle District of Florida); Judge Maurice M. Paul (U.S. District Court, Northern District of Florida); and Catherine P. McEwen (U.S. Bankruptcy Court, Middle District of Florida).