Do your assets include unregistered securities? This asset class requires special planning

Description

Abstract: When it comes to estate planning, addressing all assets should be a priority. However, certain assets require greater attention than others. For example, if one’s assets include unregistered securities, such as restricted stock or interests in hedge funds or private equity funds, the securities law implications of various estate planning strategies must be taken into account. This article gives an overview of the securities laws and offers strategies for transferring securities as gifts or to a trust.