Notre Dame Tax & Estate Planning Institute

The event will highlight key changes in tax law over the past year and the impacts it will have on estate planning. Dave Blickenstaff will co-present “Walking the Line: Navigating Ethical Duties When Working with the Client’s Team of Advisors,” exploring real-world scenarios involving privilege, confidentiality, and conflicts, and offering practical guidance for coordinating among lawyers, accountants, and financial professionals while maintaining ethical compliance. Kevin Matz will co-present “Agree to Not Agree with Buy-Sell Agreements After Connelly,” addressing how recent case law impacts the design, valuation, and enforceability of buy-sell agreements for closely held businesses. Todd Angkatavanich will co-present “Demystifying Estate Planning for the Carried Interests of Fund Managers and Promoters,” providing a clear framework for structuring, valuing, and transferring carried interests.