Publication

“Estate Planning Opportunities for Fund Managers and Fund Investors in a Volatile, Low Interest Rate Environment”

We need not tell you that there is considerable volatility in the market today. Many asset classes are depressed, and the turbulent market conditions are producing great fluctuations in value in almost every sector. At the same time, interest rates that are used to value wealth transfers are near historic lows. While the economic conditions are extremely unsettling for most of us, there is some good news: the high market volatility and low interest rate environment have produced some highly favorable estate planning opportunities. The opportunities are magnified in the case of individuals who own interests in a hedge fund or private equity fund.

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