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Modern Portfolio Construction: Planning and Fiduciary Issues An Advisor’s Guide to Working with Alternative Investments; 2025 Estate & Gift Tax Conference
Taxation Law Section
Credit(s):
0.75 Legal Specialization in Estate Planning; Trust & Probate Law
0.75 Legal Specialization in Taxation Law
0.75 Participatory MCLE Credits
Alternative assets comprise a significant portion of the assets of high-net-worth clients: the wealthier the client, the higher the percentage of alternative assets. A recent survey indicates that up to 50% of investments held by family offices constitute alternative assets. Real estate, private equity, commodities, and cryptocurrency are all examples of diverse types of alternative assets. This presentation will address the myriad of unique issues associated with alternative assets, including the fiduciary and planning considerations of investing in different classes of alternative assets, Environmental, Social Governance (ESG) investing, intra-family transfers, and charitable donations of such assets.
0.75 Legal Specialization in Estate Planning; Trust & Probate Law
0.75 Legal Specialization in Taxation Law
0.75 Participatory MCLE Credits
All
Standard
Non-Member
$48.75
CLA Member
$33.75
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