Estate Planning Opportunities with Interests in Private Equity Funds

June 29, 2016

Typically, the sponsors of private equity funds are consumed with the fundraising process and the initial launch of the fund, and little attention is devoted to the estate planning opportunities that may be best exploited at the beginning of the life of the fund. Interests in private equity funds, especially the carried interest, are particularly good assets to transfer for estate planning purposes because of their significant potential for appreciation.

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