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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.)
The Heckerling Institute on Estate Planning Gratefully Acknowledges the Support of our Platinum Sponsors
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