Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Founders
Strategies for Wealth Transfer and Asset Protection to Avoid Adverse Tax Consequences
This program has been approved in accordance with the requirements of the Continuing Legal Education Board. CLE Credit will be granted to attorneys.
Stroock Partner Kevin Matz will be speaking in an upcoming Strafford live webinar, “Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Founders” on Wednesday, September 5, 2018. The panel will outline how estate planners can help structure founders’ transfers of carried interest to family members, dive into the particulars of IRC Chapter 14 and potential gift tax implications, and explore the unintended impact on founders’ estate planning as well as multidisciplinary strategies that specialists are implementing for high net worth clients.
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