Estate & Succession Planning for Dealerships

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Join ArentFox Schiff partners Russell McRory, Kevin Matz, Jessica Birnbaum, and Chris Roman for an in-depth review of the potential sunset of the historically high federal estate, gift, and generation-skipping transfer tax exemptions at the end of 2025.

During this webinar, the ArentFox Schiff team will explore strategic estate planning techniques designed to maximize current tax benefits, specifically tailored for automotive dealers. They will provide critical insights into what actions dealers need to consider and implement before December 31, 2025, to optimize their financial positions.

 AGENDA TOPICS INCLUDE:

  • Understanding the Legal Changes: A comprehensive explanation of the upcoming changes in tax law.

  • Dealer Agreements and the Dealer Act: Key points and considerations for compliance.

  • Dealer Principal Requirements: Essential criteria and guidelines for dealer principals.

  • Manufacturer Approval Process: Navigating the approval process effectively.

  • Transfer of Business Interests or Real Estate: Evaluating whether to transfer business interests or real estate for optimal tax benefits.

  • Basic Gift/Trust Concepts: Core principles of gifting and trust creation, with a focus on the automotive industry.

 SPEAKERS:

  • Russ McRory, Esq.

    Partner, ArentFox Schiff

  • Kevin Matz

    Partner, ArentFox Schiff

  • Jessica Birnbaum

    Partner, ArentFox Schiff

  • Christopher Roman

    Partner, ArentFox Schiff