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2014 Heckerling Conference

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2014 Heckerling Conference

For the Heckerling Trust and Estate conference, we have invited some of our best advisors of ESOP Marketplace, to present educational and technical topics for Estate Planning Advisors, like yourself, to help meet your clients’ trust and estate planning needs. ESOP Marketplace will be presenting the following informative and technical, (not promotional, nor marketing) programs:

Monday, Jan. 13 2014 12:30p-2:00p
Uses of ESOPS in Estate Planning; A technical Introduction to ESOPs
This interactive program of expert panelists will cover the following technical and educational information: Basic ESOP Concepts and approaches, Tax Attributes, tax qualification requirements, special tax incentives, valuation issues, and ESOP administration.

Tuesday, Jan. 14 2014 7:15a-8:30a
ESOPS in Estate Planning; Tax Free sales to ESOPS
This interactive and technical program of expert panelists will cover the following information: Characteristics of a good ESOP Candidate, technical approaches for a Tax Free sale of stock to an ESOP Trust, Tax-advantaged financing techniques, Liquidity, Equalization of inheritance, and use of family limited partnerships.

Tuesday, Jan 14. 2014 12:30p-1:45p
Estate Planning with S Corporation ESOPs
This interactive and technical program of expert panelists will cover the following information:  Estate Planning opportunities using an S-Corp ESOP, S-Corp tax treatment, Characteristics of a good S-Corp ESOP company, structuring the company for 100% ESOP, Valuation issues, control and operational issues.

Wednesday, Jan 15. 2014 7:00a-8:30a
Comparison of ESOPs to Other Business and ESTATE Planning Techniques
This interactive and technical program of expert panelists will cover the following information: Overview of special tax incentives, sale of the business alternatives, installment sales, characteristics of a good ESOP company candidate, bank financed stock redemption or recapitalizations, and other ESOP alternatives.

Monday, Jan. 13 2014 7:45a-8:30a
Online Training and testing for Family Business Directors, and their Trustees using DirectorsMarketplace.orgP
This promotional program of will cover a new website for family businesses and their trust and estate advisors to educate family members who are business fiduciaries, company directors or family trustees with a comprehensive online training and testing service specifically designed for the nonprofessional. In addition, if you or your clients are looking for independent directors for their companies, we have the database for you!  And signing up to search is FREE!

Visit our Booth #314 at Orlando and sign up for a FREE Caricature!

RK Shaaf Katten First Bankers

Acclaro

PT CFO

Murray Securus