Estate Planning with Specialty Assets: Carried Interests, SPAC, and QOZ Funds

The American College of Trust and Estate Counsel (ACTEC) and American Law Institute Continuing Legal Education
  • Date & Time
    January 20, 2022 1:00 PM - 2:30 PM
  • Location


  • Event Type
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Partner Kevin Matz will lead a discussion on estate planning with specialty assets, including:
  • Carried interests in private investment funds
  • Various categories of interests in SPACs
  • Interests in QOZ Funds
  • Preferred partnership structures

While these assets can provide unique opportunities for leverage, they also come with risks within the realms of estate, gift, and income taxation.


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