Need Help? Call us at (281) 541-2807 Visit our Facebook Page Follow us on Twitter Subscribe to our RSS Feeds

LLCs in Estate Planning

presented by NBI, Inc.
View the NBI, Inc. Profile and Course Listings


LLCs in Estate Planning

Workshop Description/Agenda

Enhance Your LLC Knowledge to Protect Your Client's Interests

Do you have a firm grasp of when an LLC should be used and how it is structured? This insightful course will discuss how this important tool is used in estate planning to protect your client's assets. Gain the knowledge you need to confidently handle formation and operating issues in LLCs - register today!

  • Discuss the fundamental requirements to form an LLC.
  • Analyze sample LLC operating agreement provisions to strengthen estate planning.
  • Learn how to avoid LLC mistakes that can expose assets to creditors.


Session Times: 1:00 - 2:30 Eastern
Presenter: John R. Riccardi

  1. When and Why Use the LLC with Estate Planning Clients
  2. Formation Issues
    1. Articles of Organization
    2. Operating Agreement
    3. Manager Managed vs. Member Managed
    4. LLC as S Corp
    5. Multiple Entities to Limit Liabilities
    6. Single Member LLC
  3. Operating Issues
    1. Funding the LLC
    2. Voting Rights
    3. Transfer Restrictions
    4. Preventing Heir Conflicts
    5. Sample Operating Agreement Provisions
  4. Using LLCs and Trusts Together
    1. The IDGT and the LLC
    2. The Asset Protection Trust and the LLC
    3. Other Trusts
    4. Case Examples
    1. Introduction
    2. Principal Changes
    3. Review Operating Agreement
  6. The Use of LLCs in Estate Planning under the TCJA

Who Should Attend

This program is designed for attorneys. It will also benefit accountants and CPAs, estate planners, trust officers, paralegals, and tax professionals.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Asset Protection/Estate Planning

Training Course Summary: LLCs in Estate Planning

Find Similar Training Find Similar Training
Email This Training's Information Email This Page

Live Teleseminar Dates

APR 17   13:00:00 TO 14:30:00 ET