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Holland & Knight Forms National Health Care Reform Task Force

As Congress debates the specifics of national health care reform, Holland & Knight has established a Health Care Reform Task Force to help clients around the country address the reform issues and changing federal policy.

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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Receipts, Releases & Indemnifications

February 5, 2009

Todd Schneider - Chicago

In the administration of every estate and trust, there comes a time when the administrator or trustee will be called upon to make a distribution to a beneficiary or legatee. Receipts, releases and indemnifications are typically requested by fiduciaries at the time of distribution. This article will review the different types of receipts, releases and indemnifications available to the fiduciary and will provide sample forms for the practicing attorney.

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