Business & Securities Law

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Top 10 LLC Tips

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 Upon Request 3.5 Total
Kentucky CLE Upon Request 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
Montana CLE Approved 3 Total
North Carolina 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
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
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
CPE for Accountants/NASBA Approved 3.5 Total
Live Online
3 hours
Sandra Mertens
Teresa Roth
Hal Cobb
With Sandra D. Mertens from Schoenberg Finkel Beederman Bell Glazer LLC + 2 others

Mon, Nov 09, 00:00 AM – 00:00 PM

Product ID 102667

Register For Course

Course Includes
$319

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Master LLCs: 10 Structuring Secrets You'll Wish You Knew Sooner

While forming a basic Limited Liability Company (LLC) is a straightforward administrative task, engineering a robust, bulletproof entity that genuinely protects client assets and withstands internal disputes requires meticulous planning. The immense freedom of contract provided by state LLC statutes is a double-edged sword; your drafting choices at inception directly dictate whether a client's liability shield holds or completely fractures under pressure. This practice-oriented CLE course provides business, corporate, and transactional attorneys with 10 actionable, high-impact strategies to elevate their LLC drafting and structuring practice. Our expert faculty will guide you through the critical clauses, structural models, and tax strategies necessary to secure client assets, resolve internal deadlocks before they reach the courtroom, and maximize the entity's flexibility. Register today!

  • Build precise clauses for Death, Disability, Divorce, and Departures.
  • Prevent judicial dissolution with enforceable buyout mechanisms.
  • Leverage "charging order only" rules to shield member assets.
  • Master S-Corp and C-Corp check-the-box election strategies.
  • Modify duties without breaching the covenant of good faith.
  • Deploy Series LLCs to isolate high-risk corporate assets.

Abbreviated Agenda

  1. Mandate the 4 Ds in the Operating Agreement: Death, Disability, Divorce, and Departure
  2. Tailor Fiduciary Duty Modifications Safely
  3. Build in Explicit Deadlock-Resolution Mechanisms
  4. Require Asset Contribution Schedules
  5. Advise on Strategic Series LLC Formations
  6. Optimize Tax Status via Check-the-Box Elections
  7. Draft Comprehensive Capital Call Provisions
  8. Maximize Asset Protection via "Charging Order Only" States
  9. Verify Post-Formation Corporate Formalities
  10. In Multi-Member Formations, Explicitly Clarify Who You Represent

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102667

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 Upon Request 3.5 Total
Kentucky CLE Upon Request 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
Montana CLE Approved 3 Total
North Carolina 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
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
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
CPE for Accountants/NASBA Approved 3.5 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Mandate the 4 Ds in the Operating Agreement: Death, Disability, Divorce, and Departure

  2. Tailor Fiduciary Duty Modifications Safely

  3. Build in Explicit Deadlock-Resolution Mechanisms

  4. Require Asset Contribution Schedules

  5. Advise on Strategic Series LLC Formations

  6. Optimize Tax Status via Check-the-Box Elections

  7. Draft Comprehensive Capital Call Provisions

  8. Maximize Asset Protection via "Charging Order Only" States

  9. Verify Post-Formation Corporate Formalities

  10. In Multi-Member Formations, Explicitly Clarify Who You Represent

Who Should Attend

This course is designed for attorneys. Accountants, tax professionals, fiduciaries, real estate investors, entrepreneurs, and paralegals will also benefit.

Speakers

Sandra D Mertens
Sandra D.
Mertens
Schoenberg Finkel Beederman Bell Glazer LLC
Teresa B Roth
Teresa B.
Roth
Mountain Estate Tax Trust Law PLLC
Hal E Cobb
Hal E.
Cobb
Cobb Dill & Hammett LLC
Speaker bio
Sandra D Mertens

Sandra D. Mertens

Schoenberg Finkel Beederman Bell Glazer LLC
Sandra Mertens

is a partner in the law firm of Shoenberg Finkel Beederman Bell Glazer LLC in Chicago, Illinois, where she is known for her diverse skill set, practicing in the areas of federal and state tax controversy and consulting, offshore account and FinCEN disclosures, estate planning, probate, estate and trust administration, and general business law. Ms. Mertens has negotiated many tax resolutions with the IRS and Illinois Department of Revenue, reducing her clients' overall tax liabilities and helping them lower their monthly payment. She has been published in several periodicals including Debits and Credits, a newsletter by the Independent Accountants Association of Illinois. She is presently the Newsletter Editor of the ISBA's Federal Taxation Committee and sits on the Illinois Bar Journal Editorial Board. Ms. Mertens is also a member of the CBA's State and Local Tax Committee, and has lectured and prepared seminar materials for accountant and attorney education on a variety of topics, including offers in compromise, trust fund recovery penalties, IRS Voluntary Classification Settlement Program for workers, foreign reporting requirements, and the IRS' Offshore Voluntary Disclosure Program and compliance procedures. In addition, she assists large and small businesses with all stages of their business, from formation of an entity to contracts to employee issues, and dissolution. Ms. Mertens earned her B.A. degree, cum laude, from Trinity International University and her J.D. degree, with honors, from Chicago-Kent College of Law, Illinois Institute of Technology. She is admitted to the Illinois State Bar Association, U.S. District Court for the Northern District of Illinois, United States Bankruptcy Court and United States Tax Court. Ms. Mertens has also been admitted pro hac vice in several state and federal courts.

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Speaker bio
Teresa B Roth

Teresa B. Roth

Mountain Estate Tax Trust Law PLLC
Teresa Roth

is a solo practitioner at Mountain Estate Tax Trust Law PLLC. Her extended background in taxes enables her small business clients to succeed financially ensuring they are set up to capture all available tax benefits. Ms. Roth's expertise in tax law expands into estate planning, enabling her to create a plan that not only works for her client's needs but also maximizes all tax advantages and deductions. She earned her B.A. degree from Carroll College and her J.D. degree from the University of Montana Alexander Blewett III School of Law. Ms. Roth is admitted to practice law in Montana and Colorado, and before the Federal District Court and United States Tax Court.

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Speaker bio
Hal E Cobb

Hal E. Cobb

Cobb Dill & Hammett LLC
Hal Cobb

is a partner with Cobb Dill & Hammett LLC, where he practices in the areas of corporate law, banking regulation, commercial real estate, employment and litigation. He serves on the South Carolina Bar's Corporate, Banking & Securities Counsel. Mr. Cobb is an active member of the South Carolina Bar and Colorado Bar Association; and member of the Charleston County, Douglas County and American bar associations. He earned his B.S. degree from The Citadel; his M.B.A. degree, cum laude, from the University of South Carolina; his degree in banking from Louisiana State University; and his J.D. degree, magna cum laude, from the Charleston School of Law.

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