Introduction to Advanced Estate Planning: Selected Issues Concerning FLPs and LLCs
90 minute webinar. Family Limited Partnerships have become the foundation upon which advanced estate plans are built by providing not only valuation discounts, but asset protection as well as a forum for sales to intentionally defective trusts – a swiss army knife of sorts to the advanced estate planner. Many court cases over the years shaped the rules for designing and drafting FLPs.
This webinar discusses the role FLPs play in the advanced estate plan, various benefits of FLP planning, proper design and drafting rules, and Wealth Docx® drafting options.
Presenter: Whitney Sorrell, JD, CPA, MBA
CLE: 1.50 General credits
States Pre-Approved: AR, CA, NJ, NY, OK, PA, VT
(AK, AZ, CT, NH eligible to claim credit)
We will apply for approval in other US states as registrations warrant*, with exception to the following: KS, RI, VA, WA, WI**
* Approval process times will vary
** We will supply you with the information needed to self-apply