Estate Planning: Protect Family Wealth & Maximize Returns

Track: Business Essentials & Innovations

Saturday, January 28, 9:00 - 10:00 AM

Room: D174

Presenters: Todd Marcelle, Leonard Bellavia

Grasp the basics of estate and succession planning for auto dealers, as well as how to leverage tools to protect family wealth and maximize future returns for both small and large dealer groups. Learn how an estate plan can provide tax incentives to increase returns while also providing the settlor with security, flexibility and control. Engage with Q&A during a discussion on how to tackle factory approval and about business succession best practices.

Presenter

Todd Marcelle

Legacy Automotive Capital

Chief Investment Officer

Todd Marcelle is the chief investment officer of Legacy Automotive Capital, a $1.5 billion real estate-focused investment company. Before joining Legacy, he founded GoMoto, which was acquired by Reynolds and Reynolds. Marcelle also served in senior executive positions at Multimedia Research Group, Frontier Strategy Group, LRN, Corporate Executive Board and in investment banking. Marcelle earned a bachelor's degree from Fordham University.

Presenter

Leonard Bellavia

Bellavia Blatt

Managing Partner

Founding partner of Bellavia Blatt PC, Leonard A. Bellavia is a nationally recognized authority in the field of automotive franchise law and represents thousands of automobile dealerships across the country in all aspects of commercial litigation and buy-sell transactions.

Regularly quoted by Automotive News, Leonard is a regular speaker for national automotive-related trade organizations. He serves as Chair of the Automotive Franchise Law Section of the Franchise Law Committee of the NY State Bar Association and served as Chairperson of the Litigation Section of the National Association of Dealer Counsel and as a member of its Board of Directors.