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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.

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

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Estate and Personal Financial Planning

Thomson-West

December 31, 2007

Edward "Ed" Koren- Tampa

Estate and Personal Financial Planning is a five-volume treatise that covers planning concepts for asset accumulation and transfer throughout life and through inheritance. The treatise includes forms for various transactions and the creation of trusts and wills and takes into consideration the laws involving securities, corporations, partnerships, proprietorships, real estate, patents, trusts, income, gift and estate taxes, personal property, and oil and gas, as well as laws affecting disability and marital rights.

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