54th Annual Heckerling Institute on Estate Planning

January 13-17, 2020
Orlando World Center Marriott
8701 World Center Drive
Orlando, FL 32821

Private Wealth Services Attorney Kelly Hellmuth and Joshua Husbands will speak at the 54th Annual Heckerling Institute on Estate Planning.

Ms. Hellmuth will present at the "Dissolution, Division, Distribution, or DAF: Options for the Obsolete Family Foundation" session.

This session will use real-life examples to explore the complex tax and non-tax issues involved in advising a private foundation that no longer serves a family's charitable giving needs.

Mr. Husbands will present at the "Taking the S-tress out of S Corporations in Estate Planning" session.

This panel will look at typical fact patterns that are apt to cause problems with an S corporation in the estate plan. This includes valuing the S corporation, recapitalizing it, giving it away, liquidating it, putting it in trust, and much more.

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