LLCs in Estate Planning: Top Mistakes and Points of Contention

Agenda / Content Covered

1. Credit Shield/Asset Protection Mishaps
   11:00 - 11:30, Roger J. McClure
2. Common Conflicts Between OA and Will Provisions
   11:30 - 12:00, Roger J. McClure
3. Risks in Using LLCs and Trusts Together
   12:00 - 12:30, Roger J. McClure
4. Member Disputes and Third-Party Interests
   12:45 - 1:15, Roger J. McClure
5. Tax Issues
   1:15 - 1:45, Roger J. McClure
6. LLCs in Probate: Common Problems
   1:45 - 2:15, Roger J. McClure

Accreditation Details:

Roger J McClure is a practicing attorney with Washington Wealth Counsellors® 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 Masters degree in political science from Northwestern University; and his J.D. degree, with honors, from The Ohio State University Law School.