U.S. Federal Tax and Succession Planning for Non-U.S. Persons Investing in U.S. Private Equity Investments
Bilzin Sumberg's International Tax & Wealth Planning Conference
International Tax & Wealth Planning Conference
November 7, 2019
Using real-life, pragmatic examples and their vast experience in trust and estate planning, Hal J. Webb, Jennifer Wioncek, and Paul D'Alessandro, Jr. provided a comprehensive look at U.S. federal tax and succession planning for non-U.S. persons investing in U.S. private equity investments.
The panel reviewed foreign investor objectives, terms commonly used in private equity settings, tax considerations during foreign investor's lifetime, and planning for the presence of U.S. beneficiaries.
For access to the video, please email communications@bilzin.com.
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Partner, Head of International Private Client Services
Practice Group Leader, Tax & Private Wealth, Head of Domestic Private Client Services
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