SPACs and Estate Planning: Transfer Planning for SPAC Assets, Income and Gift Tax Planning, Pitfalls to Avoid

Partner Kevin Matz will join a panel of industry experts to give an in-depth analysis of key estate planning techniques for special purpose acquisition company (SPAC) shares and assets. The discussion will include common structures and transactions of SPACs, types of SPAC assets, and their wealth transfer planning opportunities. Attendees will also learn techniques for shifting SPAC assets and future appreciation out of the taxable estate and strategies for navigating complex tax issues for gift planning with SPAC assets.