Trusts, Estates & Probate

4.43

Advanced Use of LLCs in Trusts and Estates Practice

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
6 hours
Richard Joyce
Deb Bess Urbaitis
Jay Newbery
Deshonda Charles
Douglas Lineberry
With Richard J. Joyce from Nalli, Elias & Associates, P.C. + 4 others
Recorded January 07, 2026.
Product ID 101420

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Overview

Master the Implementation of LLCs Into Your Estate Plans

The use of LLCs in estate planning is varied and complex. This advanced legal guide offers our faculty's hard-won tactics for guarding business clients from liability and structuring asset transfers in life and after death. Skip the basics and focus on the sophisticated tactics your clients need. Register today!

  • Power up your LLC planning skills and incorporate clients' businesses into estate plans.
  • Optimize the use of single-member and multi-member LLCs: determine when to use which structure.
  • Learn how to avoid probate and multistate proceedings through the use of LLCs.
  • Identify and eliminate problems in using LLCs for lifetime gifting.

This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member Louis Silverman.

Abbreviated Agenda

  1. Strategic Considerations in Using LLCs in Estate Plans
  2. Weaving Single and Multi-Member LLCs into Estate and Trust Planning
  3. Asset Protection Tips and Techniques
  4. Lifetime Gifting Tactics With LLCs
  5. Using LLCs to Avoid Probate (and Handling LLCs in Probate)
  6. Legal Ethics

Related Topics

Product ID 101420

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Strategic Considerations in Using LLCs in Estate Plans

    1. For Liability Protection
    2. For Lifetime Asset Control and Management
    3. For Lifetime Giving
    4. For Tax Avoidance or Minimization Strategies
    5. For Avoidance of Probate

  2. Weaving Single and Multi-Member LLCs into Estate and Trust Planning

    1. Single-Member LLCs: Unique Challenges and Advantages
    2. Multi-Member LLCs
    3. Effectively Creating LLC Interests in Concert With Revocable Trust Planning for Probate Avoidance
    4. Key LLC Provisions for Estate Planning

  3. Asset Protection Tips and Techniques

    1. When is an LLC Advised for Asset Protection?
    2. Assets and Interests Particularly Suited for LLC
    3. Comparing LLCs to Other Asset Protection Devices
    4. Preventing Mistakes That Jeopardize Protection

  4. Lifetime Gifting Tactics With LLCs

    1. Lifetime Transfers Consistent With Gifting Intent
    2. Valuation Discounts through LLC Gifting
    3. Management Succession Through Family Gifting
    4. Troubleshooting Top Mistakes and Problems

  5. Using LLCs to Avoid Probate (and Handling LLCs in Probate)

    1. Transferring LLC Interests on Death Internally Through Operating Agreements, Buy-Out Plans, etc. Without Probate
    2. Use of Joint Tenancy Ownership to Avoid Probate
    3. Using LLCs for Specific Assets to Avoid Multistate Proceedings
    4. LLC Interests in the Probate Process - How to Value, How to Transfer
    5. Complications of LLC Interests in Probate

  6. Legal Ethics

    1. The Core Ethical Considerations in All Cases
      1. Competency
      2. Avoiding Conflicts of Interest
      3. Working With Clients of Questionable Capacity
      4. Acting Diligently
      5. Recognizing Continuing Client Obligations
    2. Recognizing When Conflicts of Interest Arise and How to Handle Them
    3. Ethical Considerations in Attorneys' Fees Related to LLCs and Estate Practices
    4. Fee Agreements - Essential and Optional Provisions
    5. Mechanisms to Implement Now to Successfully Defend Bar Complaints in the Future

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, and paralegals will also benefit.

Speakers

Richard J Joyce
Richard J.
Joyce
Nalli, Elias & Associates, P.C.
Deb Bess Urbaitis
Deb Bess
Urbaitis
Courteous Law, PC
Jay Newbery
Jay
Newbery
Stevens & Brand L.L.P.
Deshonda P Charles
Deshonda P.
Charles
D. Charles Law Firm, PLLC
Douglas L Lineberry
Douglas L.
Lineberry
Maynard Nexsen
Speaker bio
Richard J Joyce

Richard J. Joyce

Nalli, Elias & Associates, P.C.
Richard Joyce

is an attorney of counsel with Nalli, Elias & Associates, P.C. His practice areas are contract law, contract drafting, review and negotiation; small business law, business formation and organizational documents; business governance and administration; as well as dissolution and conflict management; and public governance, public ethics, government contracts, and infrastructure management and regulation. Mr. Joyce served as adjunct faculty at the University of Pittsburgh, teaching legal issues in public service. He is a member of the Beaver County and Pennsylvania bar associations. Mr. Joyce earned his B.S. degree from Indiana University of Pennsylvania, his J.D. degree from the Duquesne University School of Law and his MPPM degree from the University of Pittsburgh - Graduate School of Public and International Affairs (GSPIA).

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Speaker bio
Deb Bess Urbaitis

Deb Bess Urbaitis

Courteous Law, PC
Deb Bess Urbaitis

is a solo practitioner at Courteous Law, PC in Henniker, New Hampshire. She focuses her practice in estate and business planning and has assisted clients with a variety of legal matters. Ms. Urbaitis was admitted to the New Hampshire Bar in 2002. She earned her undergraduate degree from Texas A & M University and her Juris Doctorate from Franklin Pierce Law Center. Ms. Urbaitis is a member of the New Hampshire Bar Association, American Bar Association, and is a member of the following sections, groups and committees: ABA Section of Real Property, Trusts and Estates, ABA Law Practice Division, ABA Solo and Small Firm Division, ABA Elder Law and Special Needs Planning Group, ABA Trust and Estates Practice Group, ABA General Practice Division and the New Hampshire Bar Trust and Estates sections.

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Speaker bio
Jay Newbery

Jay Newbery

Stevens & Brand L.L.P.
Jay Newbery

is of counsel with the Topeka law firm of Stevens & Brand L.L.P., practicing in the areas of non-profit, business, probate, trust law, tax and estate planning. He earned a B.A. degree in economics from the University of Missouri Kansas City and his J.D. degree from Washburn University School of Law with a Tax Law Certificate. Prior to achieving his J.D. degree, Mr. Newbery worked in the field of commercial lending in the Kansas City metropolitan area working with local businesses in a number of industries and of all sizes.

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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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Speaker bio
Douglas L Lineberry

Douglas L. Lineberry

Maynard Nexsen
Douglas Lineberry

is a principal with the Greenville, South Carolina office of Offit Kurman. Whether he is assisting clients with the protection of intellectual property through patent, trademark, and copyright prosecution, or intellectual property litigation, he focuses on building relationships founded on trust and constant communication. Mr. Lineberry successfully prosecutes patent applications for mechanical, medical, and chemical technologies. He helps clients with establishing and protecting trademark portfolios, guarding against improper third-party use, and conducting enforcement actions. Mr. Lineberry advises his clients on all matters involving intellectual property, trade secrets, branding and marketing issues, and contractual and other business matters. He also works with mid-level companies within the biotech industry. This gives Mr. Lineberry the opportunity to use his broad connections to help bring their inventions to market safely while protecting their intellectual property every step of the way. He is a member of the South Carolina Bar, American Bar Association, Greenville Bar Association, Trademark & Copyright Law Association and The Carolina Patent Trademark Copyright Law Association. Mr. Lineberry earned his B.A. degree from Emory & Henry College and his J.D. degree from Mercer University School of Law.

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