Upcoming Seminars

Live Seminar: Use of LLCs in Asset Protection and Estate Planning
Date: Wednesday, November 09, 2016
Time: 9:00 AM – 4:30 PM
Location: Hilton Garden Inn Phoenix Airport North
3838 East Van Buren Street
Phoenix, AZ 85008

Program Description:
Leverage the Versatility of LLCs to Your Clients’ Advantage

LLCs can provide your clients with a reliable way to protect the estate’s assets, prepare the beneficiaries for taking over the family business, and to plan ahead for the estate administration. Are you making the best use of this versatile tool in your practice? This seminar, designed specifically for estate planners, combines business and legal knowledge to help you realize LLCs’ full potential as an estate technique. Register today!

  • Weigh the client’s goals against the practicality of the LLC to determine whether it’s a good fit.
  • Determine what LLC structure allows grantors the greatest control.
  • Learn how tax conversion to S corp is accomplished and how it will change the estate planning documents.
  • Prevent self-dealing by managing members.
  • Stave off creditors with effective use of charging order protections.
  • Prevent conflicts of interest by clearly identifying who your client is.
  • Find out how LLCs work with life estates and learn to plan a gradual transfer of interest.
  • See how trusts can be used in combination with LLCs to protect and transfer real estate and other assets.
  • Ensure IRS compliance and update your step-up basis planning techniques for the new tax regime.

Who Should Attend:

This basic-to-intermediate level seminar will benefit:

  • Attorneys
  • Paralegals
  • Accountants and CPAs
  • Estate and Financial Planners
  • Trust Officers
  • Investment Advisers
  • Course Content
  • Initial Client Considerations
  • Structuring the LLC with Future Generations in Mind
  • Sample Operating Agreement Review and Analysis
  • LLC Funding and Management: Preventing Heir Conflicts
  • Asset Protection with LLCs
  • Transferring LLC Interest During Life and at Estate Administration
  • Using LLCs and Trusts Together
  • Tax Planning and Reporting
  • Legal Ethics

Course Content:

  • Initial Client Considerations
  • Structuring the LLC with Future Generations in Mind
  • Sample Operating Agreement Review and Analysis
  • LLC Funding and Management: Preventing Heir Conflicts
  • Asset Protection with LLCs
  • Transferring LLC Interest During Life and at Estate Administration
  • Using LLCs and Trusts Together
  • Tax Planning and Reporting
  • Legal Ethics