Skip navigation

Directional Alignment—Carried Interest Estate Planning in 2020

Implement potent wealth transfer strategies (while you still can).

As the outcome of the looming presidential election potentially puts at risk the existing lifetime gifting exemption, tax advisors have been hard at work discussing with fund principals different wealth transfer strategies involving the use of carried interest in private investment partnerships, such as private equity (PE), venture capital and hedge funds. The obvious potential impact from a change in administration is a reduction in the current estate and gift tax exemptions and elimination


Please Log in if you are currently a Trust&Estates subscriber, or select DAYPASS for our new 24 hour access (nominal fee required).

If you are interested in unlimited article access for one year, please select Annual Subscription below.

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.