Losing Control

Gifting opportunities in 2021

A thoughtful and well documented article prepared by leading estate and trust attorneys regarding estate planning for private equity principals...

Discounts for Lack of MarketabilityDiscounts for lack of marketability represents valuation differences between publicly traded stocks, where a market for selling these securities exists, and privately held stocks, where there is no readily...

As part of tax planning, a major concern for countless clients and attorneys is  what are these or their clients' securities of privately held companies/businesses worth, especially when they have no control over them? The case is often ...

CORE insights

While there have been dramatic changes in Estate tax laws over the last 20 years, more estate tax reform is highly probable. Under the current tax laws, you can make lifetime gifts of $11.7 million without being subjected to federal estate taxes ...

Timing and access is everything

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Understanding Carried interests