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 with Q&A

Conducted on Wednesday, December 7, 2011

Recorded event now available

or call 1-800-926-7926
Course Materials

This CLE course 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.


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.



  1. LLCs for asset protection
  2. LLCs as a vehicle for wealth transfer, preservation and tax planning
  3. Virtual family office planning


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?

Following the speaker presentations, you'll have an opportunity to get answers to your specific questions during the interactive Q&A.


James M. Duggan
James M. Duggan

Duggan Bertsch

Mr. Duggan's practice has concentrated principally on business and corporate law, and estate and wealth planning,...  |  Read More

Michael A. Passananti
Michael A. Passananti

Duggan Bertsch

His comprehensive estate planning practice includes trusts and estate planning, family wealth transfer planning,...  |  Read More

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