Estate Planning for Transfers of Hedge Fund and Private Equity Interests

Private Wealth Services attorney Brent Berselli will be speaking in a BARBRI webinar to equip estate planning attorneys with practical strategies for advising clients who hold private equity and hedge fund interests. The panel will discuss the effects of carried interest regulations, best practices for structuring asset transfers and effective techniques such as grantor retained annuity trusts (GRATs), installment sales and intrafamily loans. Mr. Berselli will offer guidance on recognizing and addressing potential income, estate and gift tax issues that can arise in these transactions. He will also highlight multidisciplinary solutions and specialized planning opportunities that enable high-net-worth clients to optimize the value of their holdings while reducing tax exposure.