Carried Interest Estate Planning for Fund Principals and Private Equity 2023 | The Tax Section of the Florida Bar | 31 May 2023 | Webinar
Venue
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| Event Date | Wed May 31 EDT (over 1 year ago) |
| Location | Webinar |
| Region | All |
Details
The structure and economics of an investment fund (and other similar investment entities) create unique estate planning opportunities for fund principals. However, practitioner must carefully navigate I.R.C. Section 2701 to avoid harsh unintended gift tax consequences. This presentation will provide an overview of fund structures and wealth transfer opportunities with carried interest, introduce Chapter 14/Section 2701, and review the various strategies practitioners can implement to circumvent its application, including “vertical slice” application as well as “non-vertical” approaches.
Speakers
2023 Speakers
Nathan Brown
Partner, McDermott Will & Emery - Private Client
Todd Angkatavanich
Partner, McDermott Will & Emery