Estate Planning with Specialty Assets: Carried Interests, SPAC, and QOZ Funds
The American College of Trust and Estate Counsel (ACTEC) and American Law Institute Continuing Legal Education
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Date & Time
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Location
Webcast
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Event Type
Webinar
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Partner Kevin Matz will lead a discussion on estate planning with specialty assets, including:
- Carried interests in private investment funds
- Various categories of interests in SPACs
- Interests in QOZ Funds
- Preferred partnership structures
While these assets can provide unique opportunities for leverage, they also come with risks within the realms of estate, gift, and income taxation.
