Estate Planning for Qualified Opportunity Zone Fund Investments

  • Date & Time
    April 21, 2022 2:00 PM - 3:30 PM
  • Location


  • Event Type
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Partner Kevin Matz will discuss QOZ Funds on April 21, 2022.

This program will address the rules that trusts and estates counsel, and other estate planning and financial advisors, need to know in implementing a plan that involves investments in QOZ Funds. Special attention will be paid to the practical application of these rules, including state specific decoupling considerations, and what estate and financial planners need to know about these specialized rules.