David C. Jacobson to Speak at Stafford Webinar – “Estate Planning for Private Equity and Real Estate Fund Managers”

October 15, 2024 @ 1:00pm

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October 15, 2024 @ 2:30pm

David C. Jacobson, member of the firm’s Trusts & Estates and Tax Exempt Organizations Practice Groups will present at the Strafford webinar entitled “Estate Planning for Private Equity and Real Estate Fund Managers.”

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.

Register here.