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The Laws and Tools of Enhancing Your Estate Plans by Combining Top Techniques

Make the best use of the two most effective and versatile estate planning instruments: trusts and LLCs. This focused legal guide will help you determine the best course of action for each client's unique situation, and implement your plan impeccably. Register today!

  • Stay up to date on the tax rules governing the participation of trusts in a business.
  • Ensure the transfer of an LLC into a trust goes off without a hitch.
  • Get the best prevention and resolution techniques for disputes most likely to arise.

Session Time: 1:00 - 2:30 PM Eastern
Presenter: Douglas R. Griess

  1. Material Participation by Trusts: The Tax Rules
  2. Using Asset Protection Trusts and LLCs Together
  3. The Intentionally Defective Grantor Trusts and LLCs
  4. Transferring an LLC to a Trust
    1. Common Ways of Automatically Transferring LLC Ownership upon the Death of a Member
    2. Drafting the Transfer Documents
  5. A Revocable Trust as a Sole Member of an LLC: Pros and Cons
  6. Trustees and Other LLC Members: Duties, Powers, and Decision-Making
  7. When the Trust Terms Conflict with the Interests of the LLC Members
  8. Transfers and Dissolution Issues

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