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2021 Fall Conference

Wednesday October 27 - Friday October 29, 2021

AFHE is hosting its 2021 Fall Conference & Membership Meeting at the Wigwam in Litchfield Park, Arizona.

Hotel Info


Wigwam
300 East Wigwam Boulevard
Litchfield Park, AZ 85340

Reservation Information

Conference Schedule

Wednesday, October 27, 2021

5:30 p.m. – 7:30 p.m. Opening Cocktail Reception (Dinner on own)

Thursday, October 28, 2021

8:30 a.m. – 9:00 a.m. Breakfast

9:00 a.m. – 9:15 a.m. Conference Opening Remarks

9:15 a.m. – 10:15 a.m. "Wealthism"
presented by Blair Trippe

10:15 a.m. – 11:15 a.m. "Family Cottage Succession Planning"
presented by David Burleigh & Mark Kellogg

11:15 a.m. – 11:30 p.m. Break

11:30 a.m. – 12:30 p.m. "Family Business or Enterprising Family: There is a Difference and it Matters"
presented by Michael N. McGrann, TELOS Group

12:30 p.m. – 1:30 p.m. Luncheon

1:30 p.m. – 3:30 p.m. "Succession Planning at Superior Paving Corporation: Developing Competent Owners"
presented by Amy Renkert-Thomas and Jim Mitchell

3:30 p.m. – 3:45 p.m. Break

3:45 p.m. – 4:45 p.m. Watch for more information soon!

4:45 p.m. – 5:00 p.m. Closing Remarks

5:15 p.m. – 6:15 p.m. AFHE Board Meeting (For AFHE Board Members Only)

7:00 p.m. – 10:00 p.m. Dinner

Friday, October 29, 2021

8:30 a.m. – 9:00 a.m. Breakfast

9:00 a.m. – 9:15 a.m. Conference Opening Remarks

9:15 a.m. – 10:15 a.m. "Tax Update: How Proposed Tax Changes Could Impact Family Business Owners"
presented by Dave Bensema

10:15 a.m. – 11:15 a.m. "409A"

11:15 a.m. – 11:30 p.m. Break

11:30 a.m. – 12:30 p.m. "Breach of Fiduciary Duty Claims Against Trustees/Managers of Closely-Held Businesses"
presented by David F. Johnson and Kenneth Fair

12:30 p.m. – 1:30 p.m. Luncheon

1:30 p.m. – 2:30 p.m. Watch for more information soon!

2:30 p.m. – 3:30 p.m. Watch for more information soon!

3:30 p.m. – 3:45 p.m. Closing Remarks

4:00 p.m. – 5:00 p.m. Closing Cocktail Reception (Dinner on own)

Saturday, October 30, 2021

10:00 a.m. (Optional) Golf Outing Tee Time

Golf Outing - Saturday, October 30


AFHE's outing will be held on The Wigwam's Gold Course (Par 72 - 7,345 Yards), which is recognized as one of Arizona's most challenging and respected golf courses. For over 50 years, the Gold Course has been recognized as one of Arizona's most challenging and respected golf courses. Nicknamed "Arizona's Monster," the Gold Course has hosted many signature tournaments over the years, including numerous U.S. Open Qualifiers, U.S. Amateur Qualifiers, several NCAA Regional Championships and the annual Patriot All-America Invitational - one of the top amateur competitions in the world. The 7,345 yard, par 72 course has also received various industry awards and accolades since opening in 1965, including being named one of the "Top 100 Golf Courses in America." 

Tee Time:  10:00 a.m.

Cost:  Golfers will cover their own greens fees and refreshments for the outing


Have Questions?

Please contact AFHE at 201-591-AFHE (2343), or visit www.AFHE.com, or email the AFHE Office.

Click here for the conference booklet.


Attorneys for Family-Held Enterprises

AFHE Headquarters

P.O. Box 518 
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

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