Estate Planning for Illiquid Assets

On November 13, Venable hosted, and Bill Haddad and Ani Hovanessian participated in, the panel presentation sponsored by the NYSSCPA, "Estate Planning for Illiquid Assets." Jonathan Bergman, managing director for TAG Associates, was also on the panel. The panel focused on alternative investments, why they are different from other asset classes, how families source alternative investments, and how to efficiently transfer assets.