This basic-to-intermediate level seminar will benefit: Attorneys, Paralegals, Accountants and CPAs, Estate and Financial Planners, Trust Officers, Investment Advisers
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This seminar, designed specifically for estate planners, combines business and legal knowledge to help you realize LLCs' full potential as an estate technique. (see full course description)
for this event on FindaSeminar.com then register online
Training Course Syllabus:
Use of LLCs in Asset Protection and Estate
- Trust Estate Planning Training Seminar
Leverage the Versatility of LLCs to Your Clients' Advantage
LLCs can provide your clients with a reliable way to protect the estate's assets, prepare the beneficiaries for taking over the family business, and to plan ahead for the estate administration. Are you making the best use of this versatile tool in your practice? This seminar, designed specifically for estate planners, combines business and legal knowledge to help you realize LLCs' full potential as an estate technique. Register today!
Prevent self-dealing by managing members.
Stave off creditors with effective use of charging order protections.
Protect your client's interests in LLC disputes.
See how trusts can be used in combination with LLCs to protect and transfer real estate and other assets.
Prevent conflicts of interest by clearly identifying who your client is.
Ensure IRS compliance and update your step-up basis planning techniques for the new tax regime.