What are the potential estate planning considerations for accredited investors holding private market investments?

However, if you can qualify as an accredited investor, you can access additional investment opportunities, which may have more complicated risk/reward ... Aug 26, 2020 ... “The Commission squandered an opportunity to fulfill its mandate to protect investors by failing to address long overdue changes to the wealth ... As an online commercial real estate investing marketplace, all of our investment opportunities are available only to accredited investors. Jan 30, 2023 ... This article explores what it means to be an accredited investor and why it matters. Read on to find out if you meet the qualifications, how to verify your ... Sep 11, 2020 ... On Aug. 26, 2020, by a vote of 3-2, the SEC amended and expanded the definition of accredited investor, which allows certain categories to ... Jan 13, 2013 ... Whether a trust is an “accredited investor” is a fact-specific determination, but generally speaking, the SEC has provided some guidance on trusts. Under the amendments, an LLC is considered an accredited investor when (i) it has at least $5,000,000 in assets and (ii) it has not been formed solely for the ... Aug 20, 2018 ... Qualifying as an Accredited Investor: Easy as 1,2,3 · A net-worth of at least $1,000,000 (excluding their primary residence); · Income of at ... To invest in EquityZen's offerings through an EquityZen fund, you must be an accredited investor, as required by the SEC (Regulation D). Aug 27, 2020 ... The new definition moves beyond the long-standing reference to wealth and income to determine whether individuals may be deemed accredited investors.