59th Annual Heckerling Institute on Estate Planning

  • Date & Time
    -
  • Location

    Orlando World Center Marriott

    Orlando, FL
  • Event Type
    Conference
  • Additional Information
    Add to Calendar Disabled

Tom Abendroth will present during two sessions at the 2025 Heckerling Institute.

Tuesday, January 14, 2025 (11:05 – 11:55a.m.)
Seven (not so) Secret Ways to Successful Business Succession

The successful transition of a family business by the current generation is almost always challenging, for both the family and their wealth advisors.  There is no one proven path to success, and the process often requires many years of careful planning, with frequent changes along the way.  There are, however, certain steps that always should be considered, if not implemented.  This session will discuss seven important actions that can make a difference.

Wednesday, January 15, 2025 Special Session II-A (3:50 – 5:20p.m.)
Business as Usual?  Buy-Sell Agreements, Life Insurance and Business Valuation After Connelly 

When the U.S. Supreme Court takes an estate tax case, estate planning professionals take notice. In this session, the panel will take a closer look at the Court’s 2024 decision in Connelly v. United States and the implications for business succession planning, with a focus on buy-sell agreements, life insurance and how a redemption obligation could be relevant in the appraisal of a decedent’s interest in the business.

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