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Business & Securities Law

4.22

Asset Protection With Single-Member LLCs

Credits Available
Credit Status Total
Alaska CLE Reciprocity 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 Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 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
Mississippi 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 Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia 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 Approved 3 Total
OnDemand
2 hours 59 minutes
Andrew Dockter
Aviva Gordon
Gary Forster
Andrew Oh-Willeke
With Andrew Dockter from Shook, Hardy & Bacon L.L.P. + 3 others
Recorded November 14, 2025
Product ID 101135

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Overview

Tax Tactics, Creditor Remedies, Preserving Liability Shield, and More

There's been much discussion over the use of single-member LLCs (SMLLCs). How much protection do they provide? What are their vulnerabilities? How will they hold up to creditor attacks and court scrutiny? Let our expert attorney faculty walk you through the latest legal updates, the structuring of an SMLLC, and its taxation and uses. Find out what common client practices and attorney mistakes threaten the liability shield and what you can do to avoid pitfalls. Register today!

  • Build up protections with masterful operating agreement drafting.
  • Ensure the SMLLC is tax efficient.
  • Learn when and why out-of-state formations make sense.
  • Explore pitfalls that expose SMLLCs to veil piercing.

Abbreviated Agenda

  1. How Clients Put Liability Shield at Risk: Beware the Alter Ego Pitfall!
  2. Structuring the Single-Member LLC (SMLLC) for Asset Protection
  3. Structuring the Single-Member LLC (SMLLC) for Asset Protection
  4. Drafting the SMLLC Operating Agreement to Boost Protection
  5. SMLLC Tax Planning, Returns, Elections
  6. Real Estate and Estate Planning Tactics
  7. Charging Orders and Creditor Remedies

Related Topics

Product ID 101135

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 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 Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 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
Mississippi 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 Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia 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 Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. How Clients Put Liability Shield at Risk: Beware the Alter Ego Pitfall!

  2. Structuring the Single-Member LLC (SMLLC) for Asset Protection

    1. The SMLLC Liability Shield: Pros and Cons and Case Law Update
    2. Out-of-State SMLLCs: When are They a Good Idea?

  3. Structuring the Single-Member LLC (SMLLC) for Asset Protection

  4. Drafting the SMLLC Operating Agreement to Boost Protection

    1. Organization and Formation Provisions
    2. Recordkeeping, Decision-Making, and Contracts
    3. Distribution and Allocation Provisions

  5. SMLLC Tax Planning, Returns, Elections

    1. Tax Considerations at Formation
    2. Pass-Through Treatment of LLCs
    3. Conversions, Reorganizations, Liquidation
    4. Compensation Strategies for Owner/Employees

  6. Real Estate and Estate Planning Tactics

  7. Charging Orders and Creditor Remedies

Who Should Attend

This focused legal guide is designed for attorneys. It may also be of benefit to trust officers, accountants, estate and financial planners, and paralegals.

Speakers

Andrew Dockter
Andrew
Dockter
Shook, Hardy & Bacon L.L.P.
Aviva Y Gordon
Aviva Y.
Gordon
Gordon Law
Gary A Forster
Gary A.
Forster
ForsterBoughman
Andrew G Oh-Willeke
Andrew G.
Oh-Willeke
Andrew Oh-Willeke Law Office
Speaker bio
Andrew Dockter

Andrew Dockter

Shook, Hardy & Bacon L.L.P.
Andrew Dockter

is senior counsel with Shook, Hardy & Bacon L.L.P., where his practice focuses on business transactions and tax law for individuals, and all stages and sizes of business entities. He is experienced in routinely drafting and negotiating relevant documents for joint ventures, LLCs, partnerships (including limited partnerships), closely held businesses (including succession planning) and corporations, as well as assisting individuals with their interactions with such entities. Mr. Dockter represents clients in a wide variety of industries, including real estate, finance, technology, medical, manufacturing, service and retail. While earning his J.D. degree, he worked as a tax researcher for H&R Block where he specialized in business entity taxation issues. Mr. Dockter would then earn a Master of Laws degree in taxation. Before joining Shook, he worked for eight years as a business and tax law attorney in private practice.

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Speaker bio
Aviva Y Gordon

Aviva Y. Gordon

Gordon Law
Aviva Gordon

, with over 30 years of experience, helps small business owners protect their companies, reduce liability, and plan for business succession. As managing member at Gordon Law, she delivers legal strategies that align with long-term business goals, from entity formation to exit planning. Ms. Gordon's clients include startups, family-owned operations, and growing companies across Nevada and California. Her approach is strategic, responsive, and rooted in a deep understanding of small business dynamics. Ms. Gordon graduated from Boston University, and with distinction from California Western School of Law. She is a member of both the Nevada and California Bars.

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Speaker bio
Gary A Forster

Gary A. Forster

ForsterBoughman
Gary Forster

is managing partner and co-founder of ForsterBoughman. His practice spans 30 years and includes domestic and international corporate law, asset protection, tax and estate planning. Mr. Forster handles a variety of corporate and personal planning matters for business leaders and wealthy families. He writes and speaks nationally on tax, corporate and international topics and is the author of three books. In 2013, he wrote Asset Protection for Professionals, Entrepreneurs and Investors, a guide to asset protection strategies for clients and their financial advisors, now in its second edition. In 2020, Mr. Forster finished the second edition of The U.S. Estate and Gift Tax and the Non-Citizen, which explains how resident and non-resident foreign nationals are impacted by the U.S. Estate and Gift Tax. In 2021, he wrote The U.S. Wealth Transfer Tax and the Non-Citizen, a law school textbook. Mr. Forster's legislative amendments were adopted as Section 43A of the Nevis LLC Ordinance - Nevis Limited Liability Company (Amendment) Ordinance, 2015. He earned his B.A. degree from Tufts University, graduating cum laude with majors in economics and Spanish literature. Mr. Forster earned his J.D. degree from the University of Florida College of Law, graduating with honors. He continued his studies as a graduate fellow at the University of Florida College of Law, Master of Taxation program, earning an LL.M. degree in taxation. Mr. Forster's education also includes studies at the University of Madrid, Oxford University and Leiden University in the Netherlands. He is a member of The Florida Bar and District of Columbia Bar Association, including bar sections for international and tax law. Mr. Forster is licensed to practice before the U.S. Tax Court, and is a member of the American Bar Association Asset Protection Planning Committee. He speaks Spanish fluently.

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Speaker bio
Andrew G Oh-Willeke

Andrew G. Oh-Willeke

Andrew Oh-Willeke Law Office
Andrew Oh-Willeke

is an assistant city attorney with the City and County of Denver who spent two decades as a sole practitioner prior to working as a city attorney. He has 30 years of experience. Mr. Oh-Willeke's practice as a sole practitioner included business transactions; tax planning; estate planning, including asset protection planning; commercial litigation in and out of bankruptcy court; probate administration; and tax litigation. He is a past professor at the College for Financial Planning. Mr. Oh-Willeke earned his B.A. degree from Oberlin College and his J.D. degree, cum laude, from the University of Michigan. He is admitted to practice law in Colorado and New York. Mr. Oh-Willeke is a member of the Colorado Bar Association and American Bar Association.

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