Our attorneys are well-versed in estate planning strategies that successfully align business and personal financial goals. We are particularly adept at structuring plans that minimize estate taxes incurred by fund managers and business owners, and that afford the most advantageous application of lawful exemptions, as well as in utilizing techniques such as various types of trusts that reduce the overall size of the taxable estate.

Strategies

With proper ownership structure in place, entities that receive management fees and incentive fees for new hedge funds may use the income generated to lower, rather than increase, the value of the estate for tax purposes. Moreover, it is possible to avoid estate taxes completely, utilizing trusts and other techniques that maximize the exemption potential of these investments.

Estate Planning Resources

Sadis & Goldberg offers access to information on common estate planning techniques and documents:

Practice Contacts