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Using LLCs in Estate Planning: The Basics
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Using LLCs in Estate Planning: The Basics

Using LLCs in Estate Planning: The Basics

Add another estate planning tool to your arsenal! This practical legal guide will weigh the pros and cons of including an LLC in a client's estate plan. Experienced faculty will also walk you through the critical provisions of the operating agreement and offer practical tips for maximizing asset protection and planning out transfer to beneficiaries. Register today!

  • Weigh the tax and non-tax pros and cons of LLCs.
  • Determine when an LLC is a good fit.
  • Review key formation documents and operating agreement provisions.
  • Learn what a periodic review of an LLC must and should include.
  • Get legal ethics guidance from experienced practitioners in the field.

 

This is a rebroadcast of the original event delivered by Michelle Bau Yu, Christopher L. Cauble, Richard S. Koblentz, Noel D. Humphreys on October 27, 2025. Faculty will be available to answer your questions after the program.

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Original: $99.00

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Using LLCs in Estate Planning: The Basics

$99.00

$34.65

Using LLCs in Estate Planning: The Basics

Add another estate planning tool to your arsenal! This practical legal guide will weigh the pros and cons of including an LLC in a client's estate plan. Experienced faculty will also walk you through the critical provisions of the operating agreement and offer practical tips for maximizing asset protection and planning out transfer to beneficiaries. Register today!

  • Weigh the tax and non-tax pros and cons of LLCs.
  • Determine when an LLC is a good fit.
  • Review key formation documents and operating agreement provisions.
  • Learn what a periodic review of an LLC must and should include.
  • Get legal ethics guidance from experienced practitioners in the field.

 

This is a rebroadcast of the original event delivered by Michelle Bau Yu, Christopher L. Cauble, Richard S. Koblentz, Noel D. Humphreys on October 27, 2025. Faculty will be available to answer your questions after the program.

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Add another estate planning tool to your arsenal! This practical legal guide will weigh the pros and cons of including an LLC in a client's estate plan. Experienced faculty will also walk you through the critical provisions of the operating agreement and offer practical tips for maximizing asset protection and planning out transfer to beneficiaries. Register today!

  • Weigh the tax and non-tax pros and cons of LLCs.
  • Determine when an LLC is a good fit.
  • Review key formation documents and operating agreement provisions.
  • Learn what a periodic review of an LLC must and should include.
  • Get legal ethics guidance from experienced practitioners in the field.

 

This is a rebroadcast of the original event delivered by Michelle Bau Yu, Christopher L. Cauble, Richard S. Koblentz, Noel D. Humphreys on October 27, 2025. Faculty will be available to answer your questions after the program.

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