When and Why to Use the LLC With Estate Planning Clients
Choosing the right legal tools is a critical step to an effective estate and asset protection plan. This focused briefing sums up the key steps and factors in determining whether and how an LLC can help specific clients. Weigh the pros and cons and develop a sharp eye for mistakes and challenges. Register today!
Weigh the tax and non-tax advantages and uses of LLCs.
Determine when to advise against using an LLC.
Explore the most famous (and infamous) types of LLCs and identify formation issues.
Identify top areas of risk and error that can nullify protections.
Tax and Non-Tax Advantages and Uses of LLCs
When an LLC is the Wrong Path for the Client
Entity Choice, Formation Pros and Cons
Top Problems and Mistakes With SMLLCs
Protected Series LLC Uses and Issues
Using LLCs, Trusts and Other Tools Together
Top Operating Agreement Drafting Mistakes That Undermine Protections
Roger J. McClure is a practicing attorney with Washington Wealth Counsellors® PC, and has more than 35 years of experience. Mr. McClure 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 Wealth Counsel 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; earned his masters 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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