Business & Securities Law

4.5

Drafting Real Estate Operating Agreements

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 3 Total
Idaho CLE Upon Request 3 Total
Illinois 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
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania 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
OnDemand
2 hours 57 minutes
Nathan Osborn
William Krogh
With Nathan G. Osborn from Montgomery Little & Soran, PC + 1 other
Recorded March 27, 2024
Product ID 98136

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Overview

Learn How to Structure Real Property LLCs

Join our distinguished faculty as they guide you through structural and drafting considerations when forming real estate LLCs. Delve into the proper use of series LLCs, joint venture considerations, holding company operating agreements and more. Learn how to plan with tax in mind and get practical insights on how attorneys can add significant value for real estate clients - register today!

  • Learn how to structure the business: when to keep it simple and when to use multiple entities or series LLCs.
  • Discover how to approach core provisions in LLC operating agreements.
  • Learn what you need to know about tax when drafting the operating agreement.
  • Explore unique ways to add value for real estate clients, from guidance on ongoing asset protection to insurance considerations and tax opportunities.

Abbreviated Agenda

  1. Structural Considerations
  2. Core Provisions in the Operating Agreement
  3. Addressing Tax in the Operating Agreement
  4. Top Ways to Make a Big Impact for Real Estate Clients

Related Topics

Product ID 98136

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 3 Total
Idaho CLE Upon Request 3 Total
Illinois 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
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Structural Considerations

    1. Understanding the Client's Goals and Business
    2. Multiple Entity Considerations
    3. Series LLC Considerations
      1. Jurisdiction and Cost
      2. Benefits and Risks
    4. Member and Management Structure
    5. When and How to Keep it Simple

  2. Core Provisions in the Operating Agreement

    1. Drafting the Purpose Clause
    2. Roles and Decision-Making Provisions in Joint Ventures
    3. Ownership Provisions
    4. Distribution Methods and Provisions
    5. Capital Call Provisions
    6. Exit and Transfer Strategies
    7. Case Study: Holding Company Operating Agreement Walkthrough
    8. Case Study: Series LLC Creation & Operating Agreement Walkthrough
    9. Spotting Common Issues

  3. Addressing Tax in the Operating Agreement

  4. Top Ways to Make a Big Impact for Real Estate Clients

    1. Best Practices for Educating Clients
      1. Key LLC Rules
      2. Ongoing Asset Protection
    2. Insurance Considerations
    3. 1031 Exchange Basics
    4. Qualified Opportunity Zone Basics
    5. Spotting Key Real Estate Tax Opportunities

Who Should Attend

This course is designed for attorneys. Accountants and paralegals will also benefit.

Speakers

Nathan G Osborn
Nathan G.
Osborn
Montgomery Little & Soran, PC
William M Krogh
William M.
Krogh
Greenberg Traurig, LLP
Speaker bio
Nathan G Osborn

Nathan G. Osborn

Montgomery Little & Soran, PC
Nathan Osborn

is an equity shareholder with Montgomery Little & Soran, PC, in Greenwood Village, Colorado. His practice is focused on real estate litigation, real estate transactions, and commercial litigation. Mr. Osborn also helps numerous real estate and medical businesses by acting as their full-service corporate attorney. In addition to his work for clients, he can be hired as an expert witness in cases involving real estate issues. Mr. Osborn is licensed to practice in Colorado and Nebraska. He represents a broad mix of clients, but primarily handles matters relating to real estate title and access disputes, title insurance, boundary disputes, landlord-tenant disputes, leases, foreclosures, title agent negligence, liens, easements, real estate purchases and sales, real estate development, condominium conversions, real covenants, spurious liens, partitions, business formation, and real estate broker license complaint cases. Mr. Osborn earned his B.A. degree from Texas Christian University and his J.D. degree, with distinction, from the University of Nebraska College of Law.

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Speaker bio
William M Krogh

William M. Krogh

Greenberg Traurig, LLP
William Krogh

is a member of the real estate practice in Greenberg Traurig's Philadelphia office, handling a wide range of finance, equity investment, and real estate matters for clients including private equity funds, institutional lenders, REITs, developers, and owner-operators. Mr. Krogh has more than ten years of experience representing clients in the acquisition, financing, and disposition of real estate assets. His work also includes negotiating real estate joint ventures, as well as mortgage and mezzanine loans and navigating intercreditor issues. Mr. Krogh earned his B.A. degree from Brown University and his J.D. degree from George Mason University Antonin Scalia Law School.

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