September 01, 2016

Securities Law Considerations When Planning for Private Equity and Hedge Fund Managers

Nathan R. Brown

Determining Accredited Investor and Qualified Purchaser Status of Irrevocable Trusts

Estate planners are well versed in the transfer tax laws; however, we are rarely required to delve into the unfamiliar world of securities laws. To effectively plan for private equity and hedge managers, however, an understanding of such securities laws is crucial.

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