Trusts, Estates & Probate

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LLCs in Estate Planning: Complex Planning, Tax Tactics, Risks, and Protections

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 Pending 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
Ryan Garman
Sterling Owens
Marie Yves Jean-Baptiste
Ricardo Aponte-Parsi
With Ryan J. Garman from Lara Sass & Associates + 3 others

Wed, Dec 23, 00:00 AM – 00:00 PM

Product ID 102721

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Course Includes
$299

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OnDemand Recording

Course Book Download

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

Overview

Hone Your Skills With Advice From the Experts

LLCs are powerful asset protection and estate planning tools when structured and implemented well. This beyond-the-basics discussion addresses complex planning techniques and critical risks of incorporating LLCs into estate plans. Hone your skills - register today!

  • Get the latest update on tax planning with LLCs.
  • Refine your operating agreements (OAs) and ensure they don't conflict with testamentary documents.
  • Analyze the ins and outs of using LLCs to invest in real estate.
  • Ensure smooth administration when an LLC is part of the estate.

Abbreviated Agenda

  1. Tax Planning Tactics
  2. Advanced Operating Agreement Drafting Techniques: Problematic Provisions, Creative Solutions, and More
  3. Real Estate Investing With LLCs: Top Risks and Opportunities
  4. Asset Protection Limitations: Case Studies, Lessons From Recent Case Law
  5. The Interplay of LLCs and Trusts
  6. LLCs in Estate Administration

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 102721

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 Pending 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. Tax Planning Tactics

  2. Advanced Operating Agreement Drafting Techniques: Problematic Provisions, Creative Solutions, and More

  3. Real Estate Investing With LLCs: Top Risks and Opportunities

  4. Asset Protection Limitations: Case Studies, Lessons From Recent Case Law

  5. The Interplay of LLCs and Trusts

  6. LLCs in Estate Administration

Who Should Attend

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

Speakers

Ryan J Garman
Ryan J.
Garman
Lara Sass & Associates
Sterling Owens
Sterling
Owens
The Law Office of Sterling Owens
Marie Yves N Jean-Baptiste
Marie Yves N.
Jean-Baptiste
The Saint Yves Law Firm
Ricardo Aponte-Parsi
Ricardo
Aponte-Parsi
Office of the General Counsel of the Air Force
Speaker bio
Ryan J Garman

Ryan J. Garman

Lara Sass & Associates
Ryan Garman

practices in the areas of estate and tax planning, real estate and corporate law. He counsels clients on estate and tax planning matters, including last will and testaments, revocable and irrevocable trust agreements, estate, gift, GST, and fiduciary income taxation planning, and estate planning for retirement accounts, including IRAs and 401(k)s. Mr. Garman also assists clients with entity formation and selection and represents clients in corporate and real estate transactions. He is a member of the Ohio State Bar Association's Estate Planning, Trust and Probate Law section, and has completed additional LL.M. tax coursework in the field of estate and tax planning. Mr. Garman earned his B.S. degree from Youngstown State University, his J.D. degree from Case Western Reserve University and completed 9 credit hours in LL.M. (taxation) coursework specifically in estate planning from Western Michigan University.

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Speaker bio
Sterling Owens

Sterling Owens

The Law Office of Sterling Owens
Sterling Owens

is an attorney with The Law Office of Sterling Owens in Memphis and staff attorney for the Neighborhood Preservation Clinic at the University of Memphis Cecil C. Humphreys School of Law. She practices primarily in the areas of tax, real estate and small business law. Ms. Owens earned her undergraduate degree from Tulane University and her J.D. degree from the University of Memphis Cecil C. Humphreys School of Law. Prior to attending law school, she worked in investment real estate in Washington, D.C., Maryland, and Memphis, Tennessee.

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Speaker bio
Marie Yves N Jean-Baptiste

Marie Yves N. Jean-Baptiste

The Saint Yves Law Firm
Marie Yves Jean-Baptiste

is the managing owner of The Saint Yves Law Firm, where she focuses her practice on Estates & Trusts and Taxation. She holds a Juris Doctor (J.D.), a Master of Laws in Taxation (LL.M.), and an Estate Planning Certificate from the University of Baltimore School of Law. Ms. Jean-Baptiste has extensive experience in litigation, family law, estate planning, estate administration and probate, income tax preparation, and tax controversy matters. She is particularly committed to serving individuals in the LGBTQIA+ community, helping them navigate unique legal challenges in family law and estate planning with compassion and strategic guidance. She is licensed to practice law in Maryland State and Federal courts, the United States Tax Court, and the United States Supreme Court. She also prioritizes pro bono service, assisting individuals and organizations throughout Maryland who are in need of legal representation. Ms. Jean-Baptiste is the former Chairperson of the Baltimore County Bar Association Estates & Trusts Committee, where she organized programming and educational events for fellow practitioners. She currently serves on the Executive Board of the Harford County Bar Foundation, an organization dedicated to serving vulnerable populations in Harford and Cecil counties. She is also a member of the Bel Air Lions Club, a service organization committed to supporting local community initiatives. She is a former adjunct professor at Loyola University Maryland, where she taught courses in Law, Ethics & Social Responsibility and Commercial Law. Lastly, Ms. Jean-Baptiste is a former member of the Advisory Board and Board of Directors for the Boys & Girls Clubs of Harford and Cecil counties, where she supported youth empowerment and access to educational and leadership opportunities.

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Speaker bio
Ricardo Aponte-Parsi

Ricardo Aponte-Parsi

Office of the General Counsel of the Air Force
Ricardo Aponte-Parsi

is a real estate and corporate counsel with a 22+ year track record of assessing risk, managing litigation, and building compliance systems to protect organizational interests. He is a trusted business partner and problem solver, dedicated to delivering exceptional results that advance business objectives through preventive counseling, strategic risk management, and shrewd advocacy. Mr. Aponte-Parsi is a team leader and project manager who builds relationships, leads change, and communicates effectively with private and public stakeholders. He earned his bachelor's degree from Syracuse University, with a major in international relations, and his J.D. degree from the Interamerican University of Puerto Rico School of Law. In May 2014, Mr. Aponte-Parsi completed his Master of Laws degree from Northwestern University School of Law and a Certificate in Business Administration from IE Business School in Madrid, Spain. In 2018, he completed a second LL.M. degree at Georgetown University Law School in securities and financial regulation. In 2022, Mr. Aponte-Parsi completed a certification in privacy law from Seton Hall University School of Law. He was president of the Board of the Puerto Rico Education Council, the licensing agency for the Commonwealth, and is currently the chairman of the Board of Trustees of the San Juan Community College. Since November of 2024, Mr. Aponte-Parsi has worked as an associate general counsel at the Office of the General Counsel of the Air Force (SAF/GCN) at Lackland Air Force Base, in San Antonio, Texas. SAF/GCN provides legal and policy advice to members of the Secretariat, air staff, and space staff on virtually all matters relating to the department's 180 installations, nearly 10 million acres of real estate, base realignment, and closure; programs for environmental planning, compliance, and restoration and natural and cultural resources management; and programs for safety and occupational health.

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