Hart-Scott-Rodino (HSR) isn’t just for M&A. Common estate, tax, private wealth, or ERISA planning steps can inadvertently trigger HSR notice and waiting period requirements. With penalties exceeding $53,000 per day, per filer, early issue-spotting is critical.
In this practical how-to course for estate planners, corporate attorneys, CPAs evaluating mergers and other transactions, and other non-FTC professionals, McCarter & English partner and former DOJ antitrust attorney Robin Crauthers and Shenkman Tietz partner Martin Shenkman explain the basic HSR rules and requirements and discuss common estate planning transactions that may prompt HSR filings.
Topics will include:
- Estate planning and private wealth transactions that may trigger HSR
- Thresholds for HSR filing
- Available exemptions
- Applicable rules for funding a GRAT or paying GRAT annuities