The Resource Wealth planning with hedge fund and private equity fund interests and related Section 2701 issues, N. Todd Angkatavanich, David A. Stein, Andrew Haave, Withers Bergman LLP

Wealth planning with hedge fund and private equity fund interests and related Section 2701 issues, N. Todd Angkatavanich, David A. Stein, Andrew Haave, Withers Bergman LLP

Label
Wealth planning with hedge fund and private equity fund interests and related Section 2701 issues
Title
Wealth planning with hedge fund and private equity fund interests and related Section 2701 issues
Statement of responsibility
N. Todd Angkatavanich, David A. Stein, Andrew Haave, Withers Bergman LLP
Creator
Contributor
Author
Issuing body
Subject
Genre
Language
eng
Summary
" ... offers an overview of the fundamentals of estate planning with carried interests and a discussion of cutting-edge issues in this area. The Portfolio first provides the reader with a general overview on private equity funds, hedge funds, carried interests, fund structures, and securities law. The Portfolio explores the various estate planning reasons for making transfers of carried interests, and the tax consequences that could result from such transfers. Specifically, the Portfolio closely examines potential pitfalls that could arise under [section] 2701, and details planning approaches to avoid [section] 2701 tax consequences. The Portfolio discusses other transfer tax issues and describes general estate planning techniques in the context of these funds, as well. Finally, the Portfolio addresses special topics in the context of funds, including: buy-sell agreements, deferred compensation planning, international planning considerations, and income tax considerations."
Member of
Cataloging source
BNA
Characteristic
updating web site
http://library.link/vocab/creatorDate
1967-
http://library.link/vocab/creatorName
Angkatavanich, N. Todd
Entry convention
integrated entry
LC call number
KF6289.A1
LC item number
T35 no. 875 (INTERNET)
Nature of contents
dictionaries
Regularity
complete irregular
http://library.link/vocab/relatedWorkOrContributorDate
1971-
http://library.link/vocab/relatedWorkOrContributorName
  • Stein, David A.
  • Haave, Andrew
  • Tax Management Inc
Series statement
Estates, gifts and trusts portfolios
Series volume
portfolio 875
http://library.link/vocab/subjectName
  • Partnership
  • Private equity funds
  • Hedge funds
  • Estate planning
Label
Wealth planning with hedge fund and private equity fund interests and related Section 2701 issues, N. Todd Angkatavanich, David A. Stein, Andrew Haave, Withers Bergman LLP
Instantiates
Publication
Bibliography note
Includes bibliographical references
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
mixed
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
Contents
Detailed analysis. Overview of fund structures and non-transfer tax issues -- Transfers of carried interests -- Deemed gift pitfalls under [section] 2701 -- Transfer tax issues other than [section] 2701 -- Estate planning techniques for transfers of fund interests -- Buy-sell agreements and succession planning -- Deferred compensation planning -- International planning for the global fund principal -- Income tax considerations -- Working papers
Dimensions
unknown
Extent
1 online resource
Form of item
online
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Publication frequency
Updated irregularly
Specific material designation
remote
System control number
(OCoLC)965831246
Label
Wealth planning with hedge fund and private equity fund interests and related Section 2701 issues, N. Todd Angkatavanich, David A. Stein, Andrew Haave, Withers Bergman LLP
Publication
Bibliography note
Includes bibliographical references
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
mixed
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
Contents
Detailed analysis. Overview of fund structures and non-transfer tax issues -- Transfers of carried interests -- Deemed gift pitfalls under [section] 2701 -- Transfer tax issues other than [section] 2701 -- Estate planning techniques for transfers of fund interests -- Buy-sell agreements and succession planning -- Deferred compensation planning -- International planning for the global fund principal -- Income tax considerations -- Working papers
Dimensions
unknown
Extent
1 online resource
Form of item
online
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Publication frequency
Updated irregularly
Specific material designation
remote
System control number
(OCoLC)965831246

Library Locations

    • Biddle Law LibraryBorrow it
      3400 Chestnut Street, Philadelphia, Pennsylvania, 19104, US
      39.954941 -75.193362
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