Overview
Todd Angkatavanich and Adam Sherman presented at the University of Miami School of Law 58th Annual Heckerling Institute on Estate Planning on January 11, 2024.
Todd and Adam presented together on the panel titled “A Magical Mystery Tour Through the Chapter 14 Labyrinth – Practical Issues and Applications”, which discussed select Chapter 14 issues and applications in sophisticated family transactions, including family limited partnerships, carried interest planning, preferred partnerships, profits interests, GRATs, sales to grantor trusts, buy-sell agreements, multigenerational split dollar insurance, alternative compensation arrangements and more.
Todd also presented on the panel titled “Floating Cars – Moving Staircases: Understanding the Mystical Rules of Chapter 14 in the Muggle World”, which covered critical issues related to Chapter 14 and served as a practitioner’s guide through its complex labyrinth.