ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY

Event Sponsor: MPI

Topic

While complicated, carried interest can be an amazing asset for wealth transfer. Every fund manager who owns carried interest—and the advisors who work with them—should be aware of its potential. In this webinar, we analyze the efficiency of various wealth transfer strategies for carried interest.

Tom Pauloski, Esq.

Tom has been with Bernstein since 2005 largely because he gets to do the things that he is most passionate about every single day: solving his clients’ most complex problems; delivering those solutions to his clients and their professional advisors in a way that everyone can understand; publishing articles on recurring themes in professional journals that influence how readers of those journals advise their clients; and most importantly, speaking about his research in a practical way to the professional community. Tom uses lots of real-life examples and interjects humor into everything he does. After speaking to a large professional group a few years ago, one of the attendees approached him and said, “I never understood that topic until your presentation today. And you made it fun!” Tom still considers that to be one of the greatest compliments he has ever received. So, in a nutshell, Tom's job is to solve, explain, publish, speak, and have fun. 

Daniel Brunello, Director - Bernstein Wealth Strategies Group

Daniel L. Brunello is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Houston office. He is a leader in the firm’s Business Owner and Professional Practice Owners groups, where he consults with wealth advisors together with their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals who are business owners. Topics include planning for the sale of a business, succession planning, trust and estate planning techniques, and maximizing benefits from charitable planning vehicles. Daniel has been at Bernstein for 20 years, and has over 25 years of industry experience. He has published research on various planning topics in multiple whitepapers and articles for industry journals and has published multiple blogs on Bernstein.com. He earned his BBA in finance from the University of Texas at Austin, and his MBA from the Jones Graduate School of Business at Rice University. Daniel is a CERTIFIED FINANCIAL PLANNER professional, has earned the Certified Exit Planning Advisor designation, and is a member of the Houston Business and Estate Planning Council. In his free time, Daniel enjoys spending time with his wife and three children, watching college football, traveling, and volunteering with a Boy Scout troop.