David C. Jacobson to Speak at Stafford CLE: Estate Planning for Transfers of Hedge Fund and Private Equity Interests

May 12, 2022 @ 1:00pm

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May 12, 2022 @ 2:30pm

David C. Jacobson, Partner in the firm’s Trusts & Estates and Tax Exempt Organizations Practice Groups will speak in a Strafford live video webinar, “Estate Planning for Transfers of Hedge Fund and Private Equity Interests.”

This CLE/CPE course will provide estate planning counsel who advise owners of private equity and hedge fund interests guidance on the estate planning opportunities and challenges in the transfer of such interests. The panel will discuss the impact of final carried interest regulations, establishing the structure, and common techniques such as GRATs and installment sales, as well as discuss multidisciplinary strategies specialists are implementing for high net worth clients.

Register here: https://bit.ly/3wzRBuj