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Estate Planning for Principals of Private Equity and Hedge Funds

ACTEC Trust & Estate Talk

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Introduction

Carried interests are sometimes called t o promote orincentive fe in an interest in the profit earned on someone else's capital. The existence of these two types of equity make carry planning complicated, because it implicates section 27 o one of the taxcode. Acte fellow marisa dungey from greenwich, connecticut, will her thoughts on what principles need to keep in mind regarding carried interests of private equity and hedge funds.

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