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Holland & Knight Attorneys Nominated for ICABA's™ 'South Florida's 100 Most Accomplished Blacks' and 'Rising Stars'

Holland & Knight Attorneys Nominated for ICABA's™ 'South Florida's 100 Most Accomplished Blacks' and 'Rising Stars'

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Private Wealth Services: Newsletter - November 2009

There has been considerable debate on Capitol Hill this year over the taxation of a Carried Interest in the context of a Private Equity Fund (PEF). At the same time, there has been public discussion of the role that the private equity industry will have in our economic recovery. In the realm of estate planning, PEF Principals possess unique opportunities to shift the performance of their interest in a PEF to future generations – potentially resulting in very significant estate tax savings. This article will review the basic PEF structure, describe the nature of a Principal’s interest in a PEF and indentify wealth transfer techniques that should be considered by a Principal.

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Articles & White Papers

Lawyer Liability: Why The SEC Should Clarify Its Recent Ira Weiss Decision
 

Securities Regulation & Law Report (BNA), Vol. 38, No. 21, pp. 892-896

May 22, 2006
 
Mitchell E. Herr- Miami
Stephen Patrick Warren - Miami

Holland & Knight attorneys Mitchell E. Herr and Stephen P. Warren authored “Lawyer Liability: Why The SEC Should Clarify Its Recent Ira Weiss Decision," featured in The Bureau of National Affairs, Inc. issue of Securities Regulation & Law Report.

Please Click Here to view the article.

Reproduced with permission from Securities Regulation & Law Report, Vol. 38, No. 21, pp. 893-896 (May 22, 2006). Copyright 2006 by The Bureau of National Affairs, Inc. (800-372-1033)

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