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May 3, 2006 Practices: Private Client
In many cases, hedge fund principals have unique opportunities to transfer significant assets to their children or others with little or no transfer tax. Properly drafted estate planning documents can save significant amounts of money in transfer tax cost, provide certainty upon the death of a principal, and assist in the orderly transfer of the business and succession planning. In this session, two of the partners in our Private Client group will discuss the ways in which certain tax and estate planning techniques relate to hedge fund principals and can be integrated into their larger business plan.