University of Miami | School of Law

Featured Session: Focus Series on Closely-Held Business Planning


Charles D. "Skip" Fox, IV	Thomas W. Abendroth	Laurence A. Goldberg

Planning for the Closely-Held Business – Exit Strategies During Life
This session will focus on different tax techniques that can be used during life to implement a successful ownership transition plan for a closely-held business. Techniques to be discussed include gifts, freezes, buy-sell agreements, discounts, GRATs, sales to irrevocable trusts, redemptions, and ESOPs.

Special Sessions III-A Thursday, January 28th
(2:00 p.m. – 3:30 p.m.)

Home

Focus Series Financial Asset Series Continuing Education Guest Programs FAQ'S Travel Discounts Exhibitors & Sponsors Contact Information Graduate Program In Estate Planning About Orlando

Headquarters Hotel
World Center Marriott

Continuing Education
Home / Heckerling Institute on Estate Planning / Continuing Education

Continuing legal education credit has been applied for in every state that has mandatory continuing legal education requirements and has been routinely granted. Continuing education has also been available for other estate planning professionals, including financial planning, banking and insurance professionals.

All registrants must complete a Proof of Attendance form to request Continuing Education credit.

Forms will be available at the Institute.

Accreditation Approvals:

Continuing Legal Education

Insurance Professionals

Other Estate Planning Professionals

University of Miami School of Law is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org

To view the specific NASBA subject areas and a breakdown of sessions click here

Ethics Session Breakdown: The following sessions may qualify for ethics credit by many accrediting agencies.

Tuesday, January 26th (4:45 p.m. - 5:35 p.m.)
How to Succeed (Ethically) in Business Succession Planning
Cynda C. Ottaway
Wind your way through the maze of ethical rules to determine what you should and should not be doing to help your clients develop an appropriate succession plan for their family business. Consider the multiple possibilities of "who is the client" and ways to structure the relationship. Review samples of engagement letters which can provide helpful protection for you and the client.

Wednesday, January 27th Special Session I-D (2:00 - 3:30 p.m.)
Where No Ethics Have Gone Before – Doing Right in a Changing World

John T. Rogers, Jr., Cynda C. Ottaway
We are constantly bombarded (photon torpedoed?) these days by new technologies and new legal requirements. (Do your tweets include Circular 230 disclosures?) This session will attempt to provide some guidance for navigating through the new ethical minefields created by these developments.