Jun

    Derivatives As Estate Planning And Wealth Transfer Vehicles

    1 PM EDT

    Derivatives are not just for speculation or for hedging. And there is much more to them than incentive stock options!

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    Derivatives are a broad class of instruments that can provide much needed flexibility, and are bounded only by the limits of our creativity. Particularly for clients who are unwilling or unable to sell an asset, derivatives may afford alternatives for transferring value. Explore the what, why, and how, bearing in mind client needs, timing, tools, and tax.

    The ABA will seek 1.5 hours of CLE credit in 60-minute states and 1.8 hours of CLE credit for this program in 50- minute states. Credit hours are estimated and are subject to each state's approval and credit rounding rules. Please visit americanbar.org/mcle for general information on CLE at the ABA.

    Event Details

    Duration

    90

    Format

    Web

    Date

    Jun 15, 2021

    2021-06-15T13:00:00-04:00 2021-06-15T14:30:00-04:00 Derivatives As Estate Planning And Wealth Transfer Vehicles

    Derivatives are not just for speculation or for hedging. And there is much more to them than incentive stock options!

    Speakers

    David Handler

    Kirkland & Ellis LLP

    Rene Morency

    Prudent Counsel LLC

    Sponsors

    Section of Real Property, Trust and Estate Law

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