Estate Planning and Carried Interest: Estate Tax Reduction Strategies for Private Equity and Hedge Fund Sponsors, Strategies for Wealth Transfer and Asset Protection to Avoid Adverse Tax Consequences

  • Date & Time
    February 15, 2024
  • Location


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Kevin Matz will present on strategies for wealth transfer at an online webinar on February 15, 2024.

Kevin and his co-panelists will discuss estate planning opportunities presented by carried interest. The panel will outline how planners can help structure founders' transfers of carried interest to family members, dive into the particulars of Chapter 14 of the Internal Revenue Code, explore the unintended impact on founders' estate planning, and discuss multidisciplinary strategies specialists are implementing for these high net worth clients.


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