Enhance Your LLC Knowledge to Protect Your Client's Interests
Do you have a firm grasp of when an LLC should be used and how it is structured? Learn how this important tool is used in estate planning to protect your client's assets. This practical instruction offers the knowledge you need to confidently handle formation and operating issues in LLCs - register today!
Discuss the fundamental requirements to form an LLC.
Analyze sample LLC operating agreement provisions to strengthen estate planning.
Learn how to avoid LLC mistakes that can expose assets to creditors.
Who Should Attend
This program is designed for attorneys. It will also benefit accountants and CPAs, estate planners, trust officers, paralegals, and tax professionals.
When and Why to Use the LLC with Estate Planning Clients
Structuring the LLC: Tax and Non-Tax Considerations
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 3.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to: 1. Name two instances when an LLC should be used in estate planning. 2. State three requirements that must be met in the articles of organization. 3. List two types of funding for the LLC. 4. Name two types of trusts that may be used in conjunction with an LLC.Field(s) of Study -- Specialized Knowledge.
JULIE D. EISENHOWER is an attorney with TriAmicus Law, PLLC, in Knoxville. Ms. Eisenhower is a solo practitioner providing freelance legal writing services for other attorneys. She practices in the fields of appellate practice and family law, with some experience in areas of personal injury litigation, business entity formation, estate planning, and probate. Ms. Eisenhower earned her A.A. degree, summa cum laude, from Pellissippi State Technical Community College; her B.A. degree, summa cum laude, from the University of Tennessee; and her J.D. degree from the University of Tennessee College of Law.
ROGER J. McCLURE is a practicing attorney with Washington Wealth Counsellors® PC, and has more than 35 years of experience. He maintains a business, estate and charitable planning law practice based in Virginia. He has conducted civil and criminal trials in local courts, represented creditors in bankruptcy proceedings, and litigated antitrust and trade regulation cases involving the largest corporations in America in federal regulatory proceedings. Mr. McClure served 10 years in the Virginia legislature (House of Delegates) and is past president of the Northern Virginia Estate Planning Council and the Northern Virginia Apartment Association. He has published books and articles in ABA publications. Through WealthCounsel and his professional associations, he works with professionals in every state to assist their clients in solving problems and enhancing planning. Mr. McClure holds an undergraduate degree in international studies; a master's degree in political science from Northwestern University; and his J.D. degree, with honors, from the Ohio State University Law School.
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