Course/Activity Detail

Course Description A Quick Guide to Using LLCs in Asset Protection and Transfer LLCs can be one of the most powerful and versatile tools in an estate planner's toolbox. This legal briefing outlines their key uses and advantages. It then offers an overview of how an LLC is created and what it can do in an estate before and after death. Expand your skill set: register today! Weigh the tax and non-tax pros and cons of LLCs. Determine when an LLC is a good fit. Review key formation documents and operating agreement provisions. Learn how to handle LLCs at estate administration. Explore how LLCs can be combined with other planning tools for great results. Who Should Attend This program is designed for attorneys. Accountants, estate planners, trust officers, paralegals, and tax professionals may also benefit. Course Content Will an LLC Benefit Your Client? Tax and Other Considerations Structuring the LLC: Series, Single-Member, S-Corp, C-Corp Operating Agreement and Essential Formation Documents Use of LLCs and Trusts Together LLCs in Estate Administration: Mapping out Transfer After Death Third Party Interests