Estate Planning for Private Equity and Real Estate Fund Managers
Estate and Tax Planning Strategies, IRC Section 2701, Carried Interest Transfer Planning, Profits Interests, and More
A live 90-minute CLE/CPE video webinar with interactive Q&A
This CLE/CPE course will provide estate planning counsel and advisers an in-depth analysis of estate and tax planning strategies and opportunities for private equity and real estate fund managers. The panel will outline how planners can help structure transfers of carried interest to family members, dive into the particulars of IRC Section 2701, address profits interests, review issues with preferred partnerships, and discuss multidisciplinary strategies specialists are implementing for these clients.
Outline
- Income, estate, and gift tax issues
- Use of GRATs, CLATs, and defective grantor trusts
- Planning with carried interests
- IRC Section 2701
- Valuation issues
Benefits
The panel will review these and other key issues:
- Income, estate, and gift tax ramifications of fund transfers and private equity interests
- Utilizing GRATs, CLATs, and defective grantor trusts to minimize taxes
- Key planning considerations for carried interest
- Issues stemming from Section 2701
- Valuation issues and their impact on overall planning
Faculty
Brent Berselli
Partner
Holland & Knight
Mr. Berselli is a partner in Holland & Knight's Portland office and is a member of the firm's Private... | Read More
Mr. Berselli is a partner in Holland & Knight's Portland office and is a member of the firm's Private Wealth Services Practice Group. He serves as general counsel to wealthy individuals, their families and their businesses throughout the United States to design and implement sophisticated strategies integral to family wealth planning. High-net-worth individuals, including principals of private equity, venture capital and hedge fund firms, private and public company executives, real estate developers, entrepreneurs and business owners, turn to Mr. Berselli for advice and counsel in all aspects of wealth transfer strategies, income and transfer tax planning, philanthropy and business succession.
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David C. Jacobson
Partner
Meltzer Lippe Goldstein & Breitstone
Mr. Jacobson's practice encompasses all aspects of estate planning and has considerable expertise in minimizing the... | Read More
Mr. Jacobson's practice encompasses all aspects of estate planning and has considerable expertise in minimizing the impact of transfer taxes upon the death of senior family members. He specializes in the structuring and implementation of sophisticated estate plans for both U.S. residents and non-residents. He also counsels individuals on sophisticated charitable giving techniques. His tax-exempt organizations practice includes the representation of public charities and private foundations, from formation through dissolution, monitoring compliance with state and federal regulations, and advising on administrative matters with particular emphasis on grant-making activities. He also advises on all aspects of complex estate and trust administration.
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Shishir R. Khetan, CFA
Managing Director
Stout Risius Ross
Mr. Khetan is a Managing Director in the Valuation Advisory group. He has extensive global experience in corporate... | Read More
Mr. Khetan is a Managing Director in the Valuation Advisory group. He has extensive global experience in corporate finance, valuations and strategic planning. He has advised clients ranging from Fortune 500 companies to medium and small privately held companies, private equity and investment funds, family offices, and accounting, legal and tax advisors. He has over two decades of financial advisory experience covering many industries, resulting in a comprehensive understanding of valuation concepts, capital markets, financial and economic analyses.
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Cannot Attend November 4?
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.