Carried Interest Planning Techniques

Boston Bar Association Estate Planning Committee
October 15, 2010
Boston Bar Association
16 Beacon Street
Boston, MA

Private Wealth Services Partner Bradley Van Buren will speak at a Boston Bar Association Estate Planning Committee event titled, "Carried Interest Planning Techniques."

Mr. Van Buren will cover the specialized wealth planning strategies applicable to principals in private equity firms. The topics to be covered include an explanation of the structure of a private equity fund, planning techniques involving carried interest and special tax considerations. Additionally, pending legislation involving income taxation of carried interests will be reviewed.

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