Trusts, Estates & Probate

4.29

LLCs in Estate Planning and Probate: Complex Challenges

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 Approved 3 Total
Illinois CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana CLE Upon Request 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 Dakota 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
South Carolina 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 55 minutes
Daniel Marotta
Richard Gabor
With Daniel C. Marotta from Gabor & Marotta LLC + 1 other
Recorded May 22, 2024
Product ID 98541

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Overview

Better Coordinate Business Succession and Estate Planning Tactics

Go beyond basic operating agreements (OAs) when incorporating business succession in estate plans. Delve into the intricate world of LLCs in estate planning and probate and equip yourself with the knowledge and strategies to navigate the complexities that arise. Register today!

  • Get a quick update on the factors affecting the creation of LLCs.
  • Understand the unique characteristics of LLCs and their impact on estate planning and probate.
  • Identify and troubleshoot complex challenges associated with LLCs in estate planning and administration.
  • Think through the income and estate tax implications of transferring LLC interests to beneficiaries.

Abbreviated Agenda

  1. Formation Options and Decisions
  2. Estate Planning for LLC Ownership Interests
  3. Probate Administration of LLC Interests
  4. Tax Implications of LLCs in Estate Planning and Probate

Related Topics

Product ID 98541

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 Approved 3 Total
Illinois CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana CLE Upon Request 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 Dakota 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
South Carolina 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. Formation Options and Decisions

  2. Estate Planning for LLC Ownership Interests

    1. Transferring Interests via Wills
    2. Using LLCs and Trusts Together
    3. Buy-Sell Agreements
    4. Estate Planning Strategies for LLC Members With Minority Interests
    5. Coordinating Estate Planning With Business Succession Planning
    6. CTA BOI Reporting
    7. Asset Protection Considerations

  3. Probate Administration of LLC Interests

    1. Valuation of LLCs
    2. Distributing LLC Interests to Beneficiaries
    3. LLCs With Foreign Ownership
    4. LLCs With Complex Ownership Structures
    5. Dealing With Disputes Among LLC Members and Beneficiaries

  4. Tax Implications of LLCs in Estate Planning and Probate

    1. Section 754 Election
    2. Income Tax Implications of LLC Ownership Interests
    3. Estate and Gift Tax Implications of Transferring LLC Member Interests

Who Should Attend

This legal guide is designed for attorneys. It will also benefit accountants, tax professionals, fiduciaries, paralegals, financial advisors, and other professionals who advise clients on business succession planning and estate administration.

Speakers

Daniel C Marotta
Daniel C.
Marotta
Gabor & Marotta LLC
Richard M Gabor
Richard M.
Gabor
Speaker bio
Daniel C Marotta

Daniel C. Marotta

Gabor & Marotta LLC
Daniel Marotta

is an attorney at Gabor & Marotta LLC, experienced in probate, wills, trusts, estate planning, franchises, trademark licensing, commercial leasing, condominium conversions, and real estate. He earned his B.A. degree from Manhattan College and his J.D. degree from Fordham University School of Law. Mr. Marotta is a member of the Richmond County Bar Association, Federal Bar Association, NYSBA Entertainment Section (Executive Committee), and NYSBA House of Delegates. He is admitted to practice law in New Jersey, New York, U.S. Supreme Court, U.S. Court of Appeals (Second Circuit and Fifth circuits), and U.S. District Court Southern and Eastern districts of New York.

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Speaker bio
Richard M Gabor

Richard M. Gabor

Richard Gabor

is an attorney and CPA at Gabor & Marotta LLC, where he focuses his practice on probate and estate administration, bankruptcy, tax law, trusts, and wills. He earned his J.D. degree from the University of Miami School of Law. Mr. Gabor is a member of the New York State Bar Association. He is admitted to practice law in New York.

View full profile

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