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(7899) Estate and Tax Planning With Closely Held Businesses

September 29, 2023 @ 9:00 am - 4:30 pm

Logo, text, two darts in the bulls eye

Originally presented on September 29, 2023, as a live video webcast and in person at Rosen Shingle Creek® Orlando, in conjunction with the Tax Section’s 2023 Fall Meeting and Tax Attorney of the Year Dinner. Course number 7899 is approved by the Florida Bar until approximately March 29, 2025, for 7 CLE credits and 7 certification credits each in Business Litigation; Tax Law; and Wills, Trusts, & Estates. The course is available to buy online as an online seminar (on-demand) and downloadable audio. Tax Section members pay only $425. BUY ONLINE NOW

Description: An exploration of topics related to planning for and administering estates and trusts of clients with closely held business interests.


9:00 AM – 9:10 AM
Chair Welcome and Introduction
Dana M. Apfelbaum, Vero Beach

9:10 AM – 10:00 AM
Planning Your Business Succession – Forming an Employee Stock Ownership Plan (ESOP) While Managing Tax Consequences
Brendan Hobbs, Orlando

10:00 AM – 10:50 AM
Practical Drafting Solutions for Closely Held Businesses
Rachel A. Lunsford, Tampa

10:50 AM – 11:10 AM Break

11:10 AM – 12:00 PM
Shareholder and Operating Agreements: Practical Drafting Tips and Tricks
Brad Gould, Stuart

12:00 PM – 12:45 PM Lunch

12:45 PM – 1:35 PM
The Circle of Trust: The Use of the Florida Directed Trust Act to Keep Business Decisions in Your Circle
Miranda M. Weiss, Naples
Kristin A. Philips, Naples

1:35 PM – 2:25 PM
A Potpourri of Potential Payday Planning
Mitchell Goldberg, Fort Lauderdale

2:25 PM – 2:45 PM Break

2:45 PM – 3:35 PM
Estate Administration of Closely Held Business Interests
Dillon L. Roberts, Vero Beach

3:35 PM – 4:25 PM
The Hero with a Thousand Faces: Safeguarding Business Owners’ Legacies
Eric Eklund, Miami

4:25 PM – 4:30 PM
Closing Remarks
Dana M. Apfelbaum, Vero Beach


September 29, 2023
9:00 am - 4:30 pm
Event Categories:


Rosen Shingle Creek
9939 Universal Blvd
Orlando, FL 32819 United States
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