Pre and Post Transaction Planning - Optimizing Equity Compensation & Preserving and Growth Wealth Through Tax Minimization

Please join Fenwick & West's Idan Netser and the Whitfield Group at Morgan Stanley for an overview of the primary estate planning tools one can use to preserve and compound their wealth through tax minimization and intra-family asset transfer strategies. More importantly than a dry description of the actual vehicles, the team will outline what type of assets (concentrated public stock, private shares, real estate…etc.) work best in certain strategies and quantify the wealth benefit (tax savings) through examples to make it come alive (i.e. save $50 million in tax through proper titling). We hope you can join us for this important content and the team will also make themselves available for one on ones afterwards.​​


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