Don’t Get Caried Away: Planning Concepts with Carried Interests
David Choyne will be a panelist at the American Bar Association’s 2024 Virtual Fall Tax Meeting.
After attending the session, the participant will be able to answer the following questions:
- What is a “carried interest”?
- Why are carried interests great for estate planning?
- What are planning strategies that can be used for
transferring carried interests? - Why can Section 2701 pose an issue for these planning
strategies? - What are potential solutions to 2701?
This panel will take place from 5:15 – 6:00 PM EST. Click here to learn more.
As the law continues to evolve on these matters, please note that this article is current as of date and time of publication and may not reflect subsequent developments. The content and interpretation of the issues addressed herein is subject to change. Cole Schotz P.C. disclaims any and all liability with respect to actions taken or not taken based on any or all of the contents of this publication to the fullest extent permitted by law. This is for general informational purposes and does not constitute legal advice or create an attorney-client relationship. Do not act or refrain from acting upon the information contained in this publication without obtaining legal, financial and tax advice. For further information, please do not hesitate to reach out to your firm contact or to any of the attorneys listed in this publication.
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