Introduction to Advanced Estate Planning: Selected Issues Concerning FLPs and LLCs

Introduction to Advanced Estate Planning: Selected Issues Concerning FLPs and LLCs

Regular price $159.00

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: 1.5 General credit  

States Pre-Approved: AR, CA, NJ, NY, OK, PA, VT

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

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

Contact shopcle@wealthcounsel.com for CLE assistance. 

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.


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