Shumaker, Loop & Kendrick, LLP: The Estate Planner, January/February 2023 (December 28, 2022)

Colleagues of Shumaker, Loop & Kendrick, LLP have made available for download their article, “The Estate Planner, January/February 2023,” published in JDSUPRA. The article begins as follows:

Pay attention to securities laws when planning your estate –

Do your assets include unregistered securities, such as restricted stock or interests in hedge funds or private equity funds? If so, it’s important to consider the securities law implications of various estate planning strategies.

Please see full Newsletter below for more information.

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Click here to view Shumaker, Loop & Kendrick, LLP’s summary of “The Estate Planner, January/February 2023”

Posted by Melissa Zheng, Associate Editor, Wealth Strategies Journal.