2013 Heckerling Conference

At the Heckerling Conference, we have assembled some of our best presenters to speak on how ESOPs can be an effective wealth management tool for closely held or family-owned companies. Our members have decades of experience working with wealth and estate planners to help solve their clients’ ownership or wealth transfer issues. ESOPs can be an effective way of help Estate planners with Intra-family wealth transfers using FLPs, LLCs and trusts, family business succession planning, and spousal transfers.

Our two programs are:

Tuesday, Jan. 15: 7:30a-8:30a
Using ESOPs for Estate Planning and Succession
Our multi-disciplined advisor panel will cover the best practices of using an ESOP structure to integrate with an owner’s estate planning, maximize the owner's wealth, and reduce tax liabilities. ESOPs are also a great vehicle for M&A transactions.

Wednesday, Jan. 16: 7:30a-8:30a
The Step-by-Step Process for a Closely Held or Family-Owned Business to Transition Smoothly to an ESOP
Our multi-disciplined advisor panel will review the ESOP transition process, walking through the technical and emotional stages of transitioning a company's ownership and closing the deal.

Space is limited, so sign up early to join us for an informative, interactive program. To sign up, please visit our site and contact us.

We will be at booth 122 at Orlando.