This webinar will describe the typical wealth transfer planning playbook is for private fund principals.  The audience will gain awareness of the Chapter 14 issues that arise doing this type of planning, as well as gain an understanding of non-vertical slice approaches to this type of planning.  Finally, the speakers will discuss the challenges and opportunities that exist on account of the COVID-19 induced crisis.

Speakers:  Todd G. Povlich, CFA, ASA, Partner, MPI and Todd Angkatavanich, Principal, Ernst & Young LLP