A Quick Guide to Using LLCs in Asset Protection and Transfer
LLCs can be one of the most powerful and versatile tools in an estate planner's toolbox. This legal briefing outlines their key uses and advantages. It then offers an overview of how an LLC is created and what it can do in an estate before and after death. Expand your skill set: 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 how to handle LLCs at estate administration.
Explore how LLCs can be combined with other planning tools for great results.
Will an LLC Benefit Your Client? Tax and Other Considerations
Structuring the LLC: Series, Single-Member, S-Corp, C-Corp
Operating Agreement and Essential Formation Documents
Use of LLCs and Trusts Together
LLCs in Estate Administration: Mapping out Transfer After Death
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 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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