Trusts, Estates & Probate

4.15

Harnessing the Synergetic Power of LLCs and IRAs

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 57 minutes
Sam Thomas
John Sotirakis
Melvin Cook
Deshonda Charles
With Sam Thomas III from Sam Thomas III Esquire & Associates + 3 others
Recorded April 24, 2025
Product ID 100201

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Course Includes
$299

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Overview

Master Planning With IRA/LLC Structures

Combined IRA/LLC structures are a popular real estate investment tool because of the flexibility and ease of use they afford. But setting up and operating this structure requires meticulous attention to detail and adherence to the rules. This focused legal course offers you instructions for executing it effectively. Hone your skills - register today!

  • Get an update on the latest IRA creation and administration rules.
  • Tailor LLC operating agreements to work in tandem with SDIRAs.
  • Analyze the ins and outs of using IRA/LLC structures to invest in real estate.
  • Understand the tax aspects of LLC/IRA structures.

Abbreviated Agenda

  1. IRA Rules Update, Self-Directed IRAs (SDIRAs)
  2. Creating the Receiving LLC: Tailoring the Operating Agreement and Formation Docs
  3. Real Estate Investment and Proper Operation
  4. Proper Tax Planning and Reporting

Related Topics

Product ID 100201

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana CLE Upon Request 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. IRA Rules Update, Self-Directed IRAs (SDIRAs)

  2. Creating the Receiving LLC: Tailoring the Operating Agreement and Formation Docs

  3. Real Estate Investment and Proper Operation

  4. Proper Tax Planning and Reporting

Who Should Attend

This legal guide is designed for attorneys. It may also benefit accountants, trustees, fiduciaries, tax professionals, wealth planners, LLC members, and paralegals.

Speakers

Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
John A Sotirakis
John A.
Sotirakis
Coritsidis Sotirakis & Saketos, PLLC
Melvin A Cook
Melvin A.
Cook
Law Office of Melvin A. Cook
Deshonda P Charles
Deshonda P.
Charles
D. Charles Law Firm, PLLC
Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

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Speaker bio
John A Sotirakis

John A. Sotirakis

Coritsidis Sotirakis & Saketos, PLLC
John Sotirakis

is a partner at Coritsidis Sotirakis & Saketos, PLLC. His primary areas of concentration are trusts and estates law; drafting of wills and trusts, including trusts applicable to elder law concerns; pre and post-mortem tax planning and complex estate administration, including contested and uncontested probate; and administration and other Surrogate's Court proceedings. Mr. Sotirakis is experienced in litigation matters ranging from estate litigation to civil and matrimonial litigation, including trial and appellate work. He earned his B.A. degree from the City College of New York, his J.D. degree from St. John's University School of Law and his L.L.M. degree in taxation at the New York University School of Law. Mr. Sotirakis is a member of New York State Bar Association, Elder Law and Trusts and Estate's Law divisions; Queens Bar Association; Hellenic Lawyers Association; and Long Island City Lawyers' Association. He is admitted to the Federal District Court of New York, Eastern and Southern districts.

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Speaker bio
Melvin A Cook

Melvin A. Cook

Law Office of Melvin A. Cook
Melvin Cook

is a sole practitioner in Sandy, Utah, where his practice areas include civil litigation, family law, personal injury, estate planning, Social Security disability and workers' compensation. He is a member of the Utah State Bar and Salt Lake County Bar. Mr. Cook earned his B.A. and M.B.A. degrees from the University of Utah and his J.D. degree from Brigham Young University.

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Speaker bio
Deshonda P Charles

Deshonda P. Charles

D. Charles Law Firm, PLLC
Deshonda Charles

, president and CEO of D. Charles Law Firm, PLLC, has over 20 years of experience practicing law in the areas of estate planning and probate litigation, family law, and employment discrimination litigation. She is licensed to practice law in the states of Texas, Louisiana, New York and Connecticut; and before the U.S. District Court for the Southern District of Texas and the Court of Appeals for the Fifth Circuit. Ms. Charles is a member of the Houston Lawyers Association (past president), Greater New Orleans Louis A. Martinet Society Legal Society, National Bar Association and College of the State Bar of Texas. She earned her B.Acc degree from Loyola University New Orleans and her J.D. degree from Tulane University Law School also in New Orleans.

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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