ACTEC Trust & Estate Talk cover image

Estate Planning for Principals of Private Equity and Hedge Funds

ACTEC Trust & Estate Talk

00:00

Putting a Grat in a Private Equity Fund?

In a new private equity fund, it's not just the cash flow on the way in, but also the fact tht you're not going to be geting distributions for potentially several years before you can make the annuities in cash. For some of these cash low reasons, grats really don't work very well. T's the possibility that you're doing another 27 to one transfer in attempting to pay the annuity if you had to do so in kind. M nd carry's a great asset to be planning with.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app