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Strategic Planning for LLC's and Estate Planning - Webinar

  • ID: 4464267
  • Webinar
  • March 2018
  • Region: Global
  • 90 Minutes
  • Lorman Business Center, Inc.
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Understanding the fundamentals of LLCs and knowing if its the right pathway for you.

Theres a whole craze around setting up an LLC when you first get started. Many people think its the right thing to do because its what they're supposed to do or the common thing to do. Well, this isn’t right for everyone, and it can sometimes be hard to figure out when its the right choice for you. In this topic Im going to break down simple and clear strategies that will help you determine if an LLC is right for you. My main focus will be on strategically forming an LLC and estate plan to give you the right set up for your assets to be protected and possibly achieve tax savings.

Learning Objectives
  • You will be able to define who the LLCs are meant for.
  • You will be able to identify specific strategies to help with estate planning.
  • You will be able to discuss what the actual benefits of having an LLC vs. all other formations are.
  • You will be able to review your current estate plan and adjust it to offer more privacy and possibly tax savings.
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Various Types of LLCs and Their Specific Purposes
  • Single Member LLCs
  • Multi-Member LLCs
  • Series LLCs
  • Retirement Plan LLCs
  • Coordinating the LLC With Overall Estate, Tax and Asset Protection Plan
  • How to Present to Your Client Simple to Complex Plans
Tax Planning vs. Asset Protection When Utilizing LLCs
  • Ordinary Income vs. Passive Income
  • Cope - Charging Order Protection Entities
  • Wyoming - New Mexico - or Other States- Which Is Best?
  • Company Maintenance for the LLC ?
Special Provisions and Planning With LLCs
  • Business Succession Plans
  • Buy-Sell Agreements
  • Retirement Plan LLC Compliance
  • Privacy Planning Strategies With the LLC
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Mark J. Kohler - Kyler, Kohler, Ostermiller & Sorenson
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This webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, tax managers, financial planners, trust administrators and lenders.
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