Estate Planning Using LLCs and Limited Partnerships
Achieving Estate Tax Savings Through Valuation Discounts, Protecting Against Creditor Claims
Recording of a 90-minute CLE webinar with Q&A
This CLE course will provide estate planning counsel with a review of creditor protection and estate tax savings through valuation discounts. The panel will emphasize using charging orders to protect the assets in the business entity and discuss ways to achieve the largest valuation discount available under the law.
- Internal vs. external liabilities
- Charging orders
- Equitable remedies
- Single member LLC
- Olmstead case
- Planning opportunities
- How IRC Sect. 2704(b) works
- Restricted LLC/LP to maximize discounts
The panel will review these and other key questions:
- What is a charging order and how does it work?
- What types of equitable remedies might the judge issue?
- How do you structure a gifting transaction with valuation discounts?
- How do you increase the appropriate valuation discount that should apply?
Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.
Steven J. Oshins
Oshins & Associates
Mr. Oshins' practice focuses on estate planning and asset protection. He was named Las Vegas Trusts and Estates... | Read More
Mr. Oshins' practice focuses on estate planning and asset protection. He was named Las Vegas Trusts and Estates Lawyer of the Year by The Best Lawyers in America and was voted into the NAEPC Estate Planning Hall of Fame. He is a frequent speaker and author on estate planning and asset protection articles. He participated in getting valuable trust and creditor protection laws passed in Nevada.Close
Kristen E. Simmons
Oshins & Associates
She practices in the areas of estate, business and asset protection planning. She served on the legislative committee... | Read More
She practices in the areas of estate, business and asset protection planning. She served on the legislative committee of the probate and trust section of the Nevada Bar, and was the primary author of the 2011 legislative changes to Nevada’s self-settled spendthrift trust law. She is a member of the Southern Nevada Estate Planning Council. She serves on the editorial board of Nevada Lawyer.Close