Business & Securities Law

2-part Training Path

Using LLCs to Invest in Real Estate

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 8 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Mississippi CLE Approved 3 Total
OnDemand
5 hours 55 minutes
Christopher Bonner
Daniel Larkin
Noel Humphreys
Diane Wolfson
Nancy Grekin
Mark Heinzelmann
Tricia Brauer
With Christopher J. Bonner from Barclay Damon, LLP + 6 others
Product ID series555

Buy This CLE Bundle

CLE Bundle Includes
$399

Online Access to 2 Courses

OnDemand and Downloadable Videos

Course Book Downloads

Overview

A Two-Part Series on Structuring the Deals and Maximizing Tax Benefits

Using LLCs to hold and transfer real estate is an effective and tax-efficient planning tool with a wide variety of options. Stay on the leading edge of this practice with this two-part series on the changing rules and new planning approaches. Experienced faculty will share their tips and cautionary tales to help you excel. Register today!

Courses Included

Using LLCs to Invest in Real Estate Part 2: Structuring and Reporting Transactions

Business & Securities Law

Credits Available
Credit Status Total
Alaska 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 Upon Request 3 Total
Idaho CLE Approved 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
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
Rhode Island CLE Upon Request 3.5 Total
Tennessee 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
Using LLCs to Invest in Real Estate Part 1: Structuring the Entities

Business & Securities Law

Credits Available
Credit Status Total
Alaska 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
Idaho CLE Approved 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
Mississippi 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
Tennessee 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
Product ID Series555

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 8 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 3.5 Total
Tennessee CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Mississippi CLE Approved 3 Total
Select Jurisdiction
CLE

Speakers

Christopher J Bonner
Christopher J.
Bonner
Barclay Damon, LLP
Daniel Larkin
Daniel
Larkin
Fisher Broyles LLP
Noel D Humphreys
Noel D.
Humphreys
Connell Foley LLP
Diane Wolfson
Diane
Wolfson
Sphere Law Firm
Nancy N Grekin
Nancy N.
Grekin
Law Offices of Nancy N. Grekin
Mark S Heinzelmann
Mark S.
Heinzelmann
Lowenstein Sandler LLP
Tricia M Brauer
Tricia M.
Brauer
Zenobe
Speaker bio
Christopher J Bonner

Christopher J. Bonner

Barclay Damon, LLP
Christopher Bonner

is special counsel with Barclay Damon, LLP, where he practices in the areas of corporate law, corporate and municipal securities, and banking regulation. His clients include large and small businesses, banks, startup enterprises, buyers and sellers of businesses, and securities investors. Mr. Bonner organizes corporations, LLCs and other alternative entities, and represents them on a continuing basis with various kinds of business contracts. He represents buyers and sellers of businesses, from the initial planning stage through to the final closing. Mr. Bonner is a member of the New York State Bar Association (Business Law and Tax Law sections) and American Bar Association (Business Law and Taxation sections). He earned his B.A. degree from Williams College, his J.D. degree from Harvard Law School and his LL.M. degree in taxation from New York University.

Speaker bio
Daniel Larkin

Daniel Larkin

Fisher Broyles LLP
Daniel Larkin

is the managing partner of the Chicago office of Fisher Broyles LLP, where he focuses on leading cross-border investment and strategic transactions for clients, particularly in the hospitality, real estate, healthcare, fintech, consumer goods and infrastructure areas. His depth of knowledge is in the corporate, commercial, and finance aspects of these matters, but they often involve a full range of employment, regulatory, disputes, tax and other matters. Clients look to Mr. Larkin for the full range of legal, negotiations, business and cultural skills needed to succeed in these undertakings. His experience in business and finance gives him a valuable perspective on the matters and objectives driving transactions. Having spent half his career living and working abroad, Mr. Larkin brings real world perspectives to crossing borders and cultures. His career has come full circle. Mr. Larkin started as an associate in a large law firm, then moved to an in-house counsel role, followed by business executive and corporate finance positions before coming back to the practice of law. His clients appreciate the 360 degree understanding of how large business, finance, governmental and professional organizations work and operate.

Speaker bio
Noel D Humphreys

Noel D. Humphreys

Connell Foley LLP
Noel Humphreys

is of counsel with Connell Foley LLP, where he limits his practice to business transactions, lending transactions, organizational governance and intellectual property. Mr. Humphreys is admitted to practice law in New Jersey and New York, and before the U.S. District Court of New Jersey and the U.S. District Court of New York (Eastern and Southern). He earned his B.A. degree from DePauw University, his M.S.J. degree from Columbia University and his J.D. degree from Harvard University.

Speaker bio
Diane Wolfson

Diane Wolfson

Sphere Law Firm
Diane Wolfson

has been practicing law for over 25 years. She began her career at a Wall Street firm, then spent two decades running her own practice in Telluride, Colorado. Ms. Wolfson is now based in Denver and is the founder of Sphere Law Firm, which specializes in real estate, business and litigation. She is an experienced real estate attorney who represents clients throughout the entire life cycle of residential and commercial real estate transactions, from acquisition, financing and entitlements, through construction, management, leasing, and disposition. Ms. Wolfson also has considerable expertise in HOAs. As well, she is an experienced real estate investor and successful entrepreneur, having founded and run HOA property management and lodging companies. Ms. Wolfson earned her J.D. degree, cum laude, from New York Law School, where she was also on Law Review.

Speaker bio
Nancy N Grekin

Nancy N. Grekin

Law Offices of Nancy N. Grekin
Nancy Grekin

is an attorney with Law Offices of Nancy N. Grekin, where she handles the purchase and sale of real estate; condominium and subdivision development; entities, including corporations, partnerships and limited liability companies; purchase and sale of businesses; business, retail, hotel and restaurant acquisition, disposition and operations; alternative energy; high technology; commercial leasing; financing transactions; Section 1031 exchanges and business counseling. Ms. Grekin is a member of the Hawaii State and American bar associations. She earned her B.B.A. degree, with high distinction, from the University of Michigan and her J.D. degree, magna cum laude, from the University of Michigan Law School.

Speaker bio
Mark S Heinzelmann

Mark S. Heinzelmann

Lowenstein Sandler LLP
Mark Heinzelmann

is Partner with the New Jersey office of Lowenstein Sandler LLP. He counsels business clients on regulatory issues, dispute resolution, and federal and state court litigation. Mr. Heinzelmann is well-versed in the current enforcement and regulatory agendas driving the New Jersey Department of Environmental Protection. Prior to joining the firm, he served as a deputy attorney general for the State of New Jersey's Department of Law and Public Safety, Division of Law, and Environmental Enforcement and Cost Recovery department. In that capacity, Mr. Heinzelmann assisted the Department of Environmental Protection in recovering unpaid costs for the remediation of contaminated sites and was involved in enforcing the Spill Compensation and Control Act, Water Pollution Control Act, Underground Storage Tank Act, Industrial Site Recovery Act, Brownfield and Contaminated Site Remediation Act, and Site Remediation Reform Act. He advised on the establishment and enforcement of liens and executed enforcement actions in municipal court and the Office of Administrative Law. Mr. Heinzelmann also worked extensively on issues involving the New Jersey Spill Compensation Fund and Hazardous Discharge Site Remediation Fund claims programs and advised on the legal impact of new hazardous substance remediation standards. He earned his B.A. degree, summa cum laude, from Monmouth University and J.D. degree, cum laude, from Rutgers Law School.

Speaker bio
Tricia M Brauer

Tricia M. Brauer

Zenobe
Tricia Brauer

is counsel with the Chicago office of Troutman Pepper Locke. She counsels health care businesses and investors on a range of transactional matters, including mergers and acquisitions, complex commercial transactions, and various leases and agreements, as well as on smart infrastructure and sustainability initiatives. Ms. Brauer has nearly a decade of experience mobilizing and leading commercial contracting efforts for Fortune 50 and Fortune 100 companies, startups, and health care organizations, including contract lifestyle management and digitalization efforts. Additionally, she brings experience representing businesses in the health care, life sciences, real estate, technology, and corporate industries, and regularly advises clients with acquisitions, financings, development, the disposition of office, industrial, retail, and multifamily properties; infrastructure and business process projects; office, retail, and telecommunications leasing; mergers and acquisitions; technology licensing; and cloud computing matters. Ms. Brauer also has experience building and leading a team responsible for drafting, negotiation, and execution of more than 10,000 commercial contracts in the smart building and health care space. Her in-house work for a global telecommunications provider leaves her well-versed in translating legalese into concise and easily accessible concepts. Ms. Brauer approaches each transaction with a business-based perspective that melds risk mitigation with flexibility to achieve the best possible outcomes for her clients. She earned her B.A. degree from Denison University; her LL.M. degree, with honors, from University of Illinois Chicago School of Law; and her J.D. degree from University of Illinois Chicago School of Law.

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