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Featured Session: Focus Series on Closely-Held Business Planning


Dennis I. Belcher
Turney P. Berry
Mary Ann Mancini

Exit Strategies at Death for the Private Business Owner
and How to Avoid the Forced Sale of a Private Business

The family of a private business owner often faces significant liquidity needs at the business owner’s death. One alternative to meet these needs is a sale of the business but the owner’s death can be the worst possible time for a sale. The panelists will use the case method to illustrate how to avoid a forced sale of a private business using effective financing of life insurance to meet cash needs, creative charitable planning techniques to reduce cash needs, and estate tax deferral techniques.


Special Sessions IV- A  Thursday, January 28th
(3:50 p.m. – 5:20 p.m.)

Hotel Information
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HEADQUARTERS HOTEL

Institute Location

 

All hotel rates are subject to availability

 

hotel00

Orlando World Center Marriott Resort & Convention Center

8701 World Center Drive
Orlando, Florida 32821
Conference Rate: $236 (single/double)
To make reservations online, click on above link and confirm conference rate & group code: HEKHEKA
Cut-Off Date: January 1, 2010
Reservations: 800-564-3181

 

 

 

TWO BEDROOM VILLAS
ON THE WORLD CENTER GOLF COURSE

Short walk to Headquarters Hotel


Sabal Palms

8805 World Center Drive
Orlando, Florida 32821
Conference Rate: $239

Cut Off Date: December 13, 2009
Reservations: 800-850-6674 ext. 6520
   

Royal Palms 

8404 Vacation Way
Orlando, Florida 32821

Conference Rate: $239
Cut Off Date: December 13, 2009
Reservations: 800-850-6674 ext. 6520

Karen Kirkendall

   

MARRIOTT VILLAGE

AT LAKE BUENA VISTA
Complimentary Institute shuttle daily to and from Institute (2 miles away)

 

Courtyard Orlando Lake Buena Vista
King Bed or  Two Queen Beds  
8623 Vineland Avenue

Orlando, Florida 32821
Cut Off Date: January 1, 2010
Conference Rate: $182
Reservations: 877-682-8552
 

Spring Hill Suites Orlando Lake Buena Vista
King Bed  or  Two Queen Beds
8601 Vineland Avenue

Orlando, Florida 32821
Cut Off Date: January 1, 2010
Conference Rate: $182
Reservations: 877-682-8552

 

 

 

 


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