Estate Planning With Disregarded Entities: Single-Member LLCs and Qualified Subchapter S Corp Subsidiaries
Recording of a 90-minute CLE webinar with Q&A
This CLE course will provide estate planning counsel with an understanding of the advantages and disadvantages of disregarded entities in estate planning. The panel will outline tax savings and asset protection benefits, explain practical structuring techniques, and discuss tax treatment and potential pitfalls of disregarded entities in estate planning.
Outline
- Overview of types and structure of disregarded entities
- Disregarded entities and asset protection
- Tax advantages of disregarded entities
- Review of regulatory and legal considerations
Benefits
The panel will review these and other key issues:
- How can disregarded entities be best used as a wealth preservation tool?
- What are best practices for using an SMLLC to transfer ownership of assets and decrease the actual value of an estate?
- Under what circumstances are disregarded entities not disregarded for tax purposes?
- How can disregarded entities be combined to achieve greater tax savings?
Faculty
James M. Duggan
Principal
Duggan Bertsch
Mr. Duggan's practice has concentrated principally on business and corporate law, and estate and wealth planning,... | Read More
Mr. Duggan's 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.
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Kristen E. Simmons
Member
Oshins & Associates
Ms. Simmons is a member of the law offices of Oshins & Associates, LLC in Las Vegas, Nevada. She practices in... | Read More
Ms. Simmons is a member of the law offices of Oshins & Associates, LLC in Las Vegas, Nevada. She practices in the areas of estate, business and asset protection planning. She has received the prestigious AV® Rating from Martindale-Hubbell. Ms. Simmons is certified as an Estate Planning Law Specialist by the Estate Law Specialist Board, Inc. She has been designated as an Accredited Estate Planner (AEP®) by the National Association of Estate Planners & Councils. In 2016, she was named a Super Lawyer by Mountain States Super Lawyers in the area of Estate Planning and Probate. Each year from 2008-2015, she was listed as one of Nevada's Rising Stars in the Mountain States Super Lawyers magazine in (1) Tax and in (2) Estate Planning & Probate.
CloseVincent M. D’Addona
Senior Associate
Strategies for Wealth
Mr. D’Addona has more than 25 years of experience in providing financial services, estate planning, retirement... | Read More
Mr. D’Addona has more than 25 years of experience in providing financial services, estate planning, retirement planning and investment services to a variety of clients and organizations. He is a nationally known practitioner of Personal Financial Economics and has spoken on and trained various planning organizations and individuals.
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