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The 5th Annual Private Investment Funds Tax Master Class

Loeb & Loeb LLP is pleased to announce that partner Cristine Sapers will be speaking on a panel titled “Estate and Gift Tax – Planning for Investment Managers and Their Investors” at the Financial Research Associates, LLC’s annual conference.
From the conference website:
Whether you’re from a private equity fund, a hedge fund or you provide tax services to either one, you simply can’t afford to miss the private investment fund industry’s biggest and most complete tax conference! We’re collaborating with a diverse array of some of the tax world’s most cutting-edge thinkers to deliver a top-notch program that’s sure to help your fund have the most efficient tax plan possible!
Our hedge fund track and private equity track run concurrently, attendees can take advantage of being able to mix and match sessions according to their preference!
Selected Agenda
May 21
1:50 – 2:40 p.m.
Speaker, Cristine Sapers
Estate and Gift Tax – Planning for Investment Managers and Their Investors
  • Expiration/re-introduction of the estate tax – what now?
  • Estate planning strategies & vehicles for private investment fund managers
  • Grantor trusts, asset protection trusts and amending irrevocable “un-amendable” trusts
  • Unique aspects of life insurance