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

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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Witness Preparation

Holland & Knight LLP

June 1, 2009

Daniel I. Small- Boston

As the breadth and scope of litigation and investigations continue to evolve, more and more corporate executives, across a wide range of industries, are being drawn into the unfamiliar and unsettling environment of being a witness. Witness preparation is a niche practice that requires skills that are developed through years of experiences. Daniel I. Small's article outlines three elements – education, training and perspective – that help witnesses best communicate the facts. To view the entire article please click on the below link.

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