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
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 for asset protection
- LLCs as a vehicle for wealth transfer, preservation and tax planning
- 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
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.Close
Michael A. Passananti
His comprehensive estate planning practice includes trusts and estate planning, family wealth transfer planning,... | Read More
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.Close