1-Hour Program

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The continually changing landscape of existing and proposed tax laws and volatile asset values are not only a problem for high-net-worth families but can also present some opportunities.  The right combination of assets and planning strategies can maximize the benefit of both charitable and family transactions.  The rising availability of alternative investments (“alts”) like private equity, carried interests, intangibles, crypto, and commodities means wealth planning can use this class of assets as part of an effective overall planning strategy. 

Join experts as they discuss:

  • A review of proven planning estate and wealth planning techniques and structures [15 minutes]
  • The nature of alternative assets and valuing them [15 minutes]
  • Using alternative assets in tax and wealth planning [10 minutes]
  • Structuring transactions using vehicles and alternative assets [10 minutes]
  • Maximizing the benefit of alternative assets inside planning vehicles [10 minutes]


Program Level:  Update

Intended Audience:  In-house counsel, outside attorneys, compliance, accounting, finance and other allied professionals involved in estate and wealth planning

Prerequisites:  None

Advanced Preparation:  None





Douglas B. Bohne

Bohne Law Group


Terry M. Lloyd, CPA, CFA

Finance Scholars Group



Credit Details

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