LLCs for Estate Planning, Asset Protection and Family Wealth Preservation
Best Practices for Family Wealth Transfer and Virtual Family Office Planning
Recording of a 90-minute CLE webinar/teleconference with Q&A
Conducted on Wednesday, December 7, 2011
Recorded event now available
This CLE webinar will prepare estate law attorneys to represent the interests of their clients when using LLCs. The panel will review when LLCs may be appropriate and highlight how to use LLCs for wealth transfer and asset protection, including a discussion of the virtual family office.
Description
LLCs have become a favored tool of most estate planning attorneys for both corporate and estate planning purposes. LLCs offer asset protection from creditors through the charging order. As a wealth transfer strategy, LLCs enable clients to maintain ownership and control of their business.
Use of an LLC to transfer ownership of assets while decreasing the actual value of the estate and potential tax exposure is another planning tool. The virtual family office can be a valuable structure to preserve wealth over many generations.
Listen as our panel of estate planning attorneys discusses strategies for utilizing the LLC as a vehicle for asset protection and wealth transfer. The panel will identify best practices in structuring the virtual family office and common pitfalls to avoid.
Outline
- LLCs for asset protection
- LLCs as a vehicle for wealth transfer, preservation and tax planning
- Virtual family office planning
Benefits
The panel will review these and other key questions:
- How can LLCs be best used as a wealth preservation tool?
- What are best practices for using an LLC to transfer ownership of assets and decrease actual value of an estate?
- What are the key benefits of a virtual family office in estate planning?
Faculty
James M. Duggan,
Principal
Duggan Bertsch, Chicago
His practice has concentrated principally on business and corporate law, and estate and wealth planning, primarily as they relate to closely held business interests and high net worth families. His experience in the structuring and implementation of Family Offices, sophisticated tax planning, and asset protection planning strategies is nationally recognized.
Michael A. Passananti,
Principal
Duggan Bertsch, Chicago
His comprehensive estate planning practice includes trusts and estate planning, family wealth transfer planning, business succession planning, asset protection planning, charitable giving, and corporate/business structuring. He is a published author and speaker on estate planning topics.
Ordering
Online CLE - Audio Recording
Includes audio streaming of full program plus handouts (available 24 hours after live seminar).
CLE:
Pre-approved for participatory or non-traditional/alternate format credit in: CA, HI*, NY*, WV*.
Pre-approved for self-study credit in: AK, AZ, GA, ME, MO, MT, TX*, UT, VT, WA.
Upon request, also available in: CO, CT*, FL, ID, KY, LA*, NC, ND, NE, NH, NM, NV, OR*, SC, TN, WI, WY. If you are applying for credit in one of these states, make sure to select those states when placing your order.
(*Indicates that Strafford must report attendance.)
Online CLE Audio $127.00
Available 24 hours after the live event
Recorded Event
Includes full event recording plus handouts (available after live seminar).
CLE: Pre-approved for self-study credit in: AK, AZ, CA, CT, GA, HI, ME, MO, MT, NY, TX*, UT, VT, WA, WV. Upon request, self-study credit is also available in: CO, FL, ID, KY, ND, NE, NH, NM, NV, OR, WI, WY. If you are applying for self-study credit in one of these states, contact Strafford CLE at 1-800-926-7926 ext. 35 or CLE@straffordpub.com. (*Indicates that Strafford needs to process the CLE — see below to purchase this option.)
Webinar Download (Slide Presentation with Audio) $127.00
Available three business days after the live event
DVD (Slide Presentation with Audio) $127.00
plus $9.45 S&H
Available ten business days after the live event
MP3 Download (Audio with Slide PDFs) $127.00
Available 24 hours after the live event
CD (Audio with Slide PDFs) $127.00
plus $9.45 S&H
Available ten business days after the live event
Webinar/Teleconference
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CLE Credit
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Customer Reviews
The program was well organized and discussed the major issues.
Roxy Hammett
Wolff & Samson PC
The seminar was very informative and easy to understand.
Amy Allison
Anderson Hunter Law Firm
The webinar offered excellent insight into some specific areas.
Beth Ann R. Lawson
Virginia Beach Law Group
The information was relevant and well presented. The questions were good, and the speakers responded with clear knowledge.
Sheila Fox Morrison
Davis Wright Tremaine
The webinar was clearly presented and organized. It was a good mixture of the law and practice.
David N. Crapo
Gibbons P.C.
Estate Planning Advisory Board
Partner
Annino & Ligon
Partner
McArthur Franklin
Partner and Practice Group Leader - Tax
Waller Lansden Dortch & Davis
Partner
Fitzgerald Abbott & Beardsley
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