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Using LLCs in Estate Planning

Using LLCs in Estate Planning

$129.00

In this webinar, Greg Gadarian, JD, LLM, will address structuring and operating limited liability companies (LLCs) for estate planning purposes, including the following topics:

  • Income tax and asset protection benefits of LLCs
  • Tax planning through lifetime gifts of LLC interests
  • Key considerations when drafting an operating agreement
  • Utilizing trusts and key trust agreement provisions
  • Using partnership allocation rules and profit interests to shift the income tax burden to LLC members with lower marginal income tax rates

Presented by: Gregory V. Gadarian

CLE: 1.5 general credits

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, MO, ND, NH eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Approval process times will vary

Contact shopcle@wealthcounsel.com for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.

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