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1. SECURITIES LAW CONSIDERATIONS WHEN PLANNING FOR PRIVATE EQUITY AND HEDGE FUND MANAGERS.

Author

Brown, Nathan R.

Subjects
*REAL property, *STOCK ownership, *INVESTMENT advisors, *FINANCIAL planners, *FINANCIAL planning
Abstract

The article focuses on basic provisions for estate planners of the securities laws that is applicable to the ownership of fund interests and stocks by irrevocable trusts created by fund managers. It mentions the need to maintain irrevocable trusts with a bank as a trustee. It also highlights need to posses knowledge of basic securities laws that is essential for any estate planner advising fund manager clients.

Published
2016

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