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Overview
A Quick Guide to Using LLCs in Asset Protection and Transfer
LLCs can be one of the most powerful and versatile tools in an estate planner's toolbox. This legal briefing outlines their key uses and advantages. It then offers an overview of how an LLC is created and what it can do in an estate before and after death. Expand your skill set: register today!
- Weigh the tax and non-tax pros and cons of LLCs.
- Determine when an LLC is a good fit.
- Review key formation documents and operating agreement provisions.
- Learn how to handle LLCs at estate administration.
- Explore how LLCs can be combined with other planning tools for great results.
Abbreviated Agenda
- The LLC Membership Interest as an Estate Asset
- Death, Transfer, and Control Under the Operating Agreement
- Tax Consequences at Death and Basis Adjustment Considerations
- Trust Membership and Fiduciary Authority in Administration
- Distribution, Liquidation, and Third-Party Claims Involving LLC Interests
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alaska CLE |
|
1.5 Total |
| Alabama CLE |
|
1.5 Total |
| Arkansas CLE |
|
1.5 Total |
| Arizona CLE |
|
1.5 Total |
| California CLE |
|
1.5 Total |
| Colorado CLE |
|
2 Total |
| Connecticut CLE |
|
1.5 Total |
| Delaware CLE |
|
1.5 Total |
| Florida CLE |
|
2 Total |
| Georgia CLE |
|
1.5 Total |
| Hawaii CLE |
|
1.5 Total |
| Iowa CLE |
|
1.5 Total |
| Illinois CLE |
|
1.5 Total |
| Indiana CLE |
|
1.5 Total |
| Kansas CLE |
|
1.5 Total |
| Kentucky CLE |
|
1.5 Total |
| Maine CLE |
|
1.5 Total |
| Minnesota CLE |
|
1.5 Total |
| Missouri CLE |
|
1.8 Total |
| Northern Mariana Islands CLE |
|
1.5 Total |
| Mississippi CLE |
|
1.5 Total |
| Montana CLE |
|
1.5 Total |
| North Carolina CLE |
|
1.5 Total |
| North Dakota CLE |
|
1.5 Total |
| Nebraska CLE |
|
1.5 Total |
| New Hampshire CLE |
|
1.5 Total |
| New Jersey CLE |
|
1.8 Total |
| New Mexico CLE |
|
1.5 Total |
| Nevada CLE |
|
1.5 Total |
| New York CLE |
|
1.5 Total |
| Ohio CLE |
|
1.5 Total |
| Oklahoma CLE |
|
2 Total |
| Pennsylvania CLE |
|
1.5 Total |
| Rhode Island CLE |
|
1.5 Total |
| Tennessee CLE |
|
1.5 Total |
| Texas CLE |
|
1.5 Total |
| Utah CLE |
|
1.5 Total |
| Virginia CLE |
|
1.5 Total |
| Vermont CLE |
|
1.5 Total |
| Washington CLE |
|
1.5 Total |
| Wisconsin CLE |
|
1.5 Total |
| West Virginia CLE |
|
1.8 Total |
| Wyoming CLE |
|
1.5 Total |
| Arizona CPE for Accountants |
|
1.5 Total |
| New York CPE for Accountants |
|
1.5 Total |
| Washington CPE for Accountants |
|
1.5 Total |
| Wisconsin CPE for Accountants |
|
1.8 Total |
| CPE for Accountants/NASBA |
|
1.5 Total |
Select Jurisdiction
CLE
Other
Agenda
-
LLCs in Estate Planning and Probate
- The LLC Membership Interest as an Estate Asset
- Death, Transfer, and Control Under the Operating Agreement
- Tax Consequences at Death and Basis Adjustment Considerations
- Trust Membership and Fiduciary Authority in Administration
- Distribution, Liquidation, and Third-Party Claims Involving LLC Interests
Who Should Attend
This program is designed for attorneys. Accountants, estate planners, trust officers, paralegals, and tax professionals may also benefit.
Speakers
Speaker bio
Glenn C. Nunes
is a solo practitioner. He handles civil and probate matters in all phases of litigation. Mr. Nunes earned his B.A. degree from the University of California, Davis where he graduated with Highest Honors and Phi Beta Kappa and his J.D. degree from the University of Virginia School of Law. He is admitted to practice law in California.
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