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Lakin Spears, LLP

Committee Report: Valuations

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By: Brian W. Formento, David C. Jacobson & Espen Robak | October 26, 2009

Hedge Fund Discounts

Quick, think about using deflated interests in hedge funds for tax-efficient transfers of wealth to heirs

Treasury Secretary Tim Geithner told Congress and the nation on Sept. 10, 2009, that the credit crisis was abating. But before the market fully recovers, individuals holding hedge fund investmetns shoudl consider acting fast to take maximum advanttage of potentially heightened valuation discounts.

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