Wed, Mar 02

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Zoom

The LLC Operating Agreement: An Estate Planning Perspective

This presentation will address why it is crucial for both estate planners and drafters of LLC operating agreements to think about how LLC operating agreements, especially transfer of membership interest provisions, impact their clients’ estate planning.

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The LLC Operating Agreement: An Estate Planning Perspective

Time & Location

Mar 02, 10:00 AM

Zoom

About the Event

Host: Derek Early

Please join us via Zoom for a one-hour webinar designed to help you learn how to effectively plan for your business clients. As part of a monthly webinar series offered through WealthCounsel, this presentation will address why it is crucial for both estate planners and drafters of LLC operating agreements to think about how LLC operating agreements, especially transfer of membership interest provisions, impact their clients’ estate planning. We will discuss:

  • how to review a client’s existing LLC operating agreement from an estate planning perspective
  • types of transfer of membership interest clauses in LLC operating agreements
  • why an LLC operating agreement may or may not permit transfers of membership interests to an revocable living trust or an irrevocable trust for estate planning purposes
  • ideas to consider when an existing operating agreement does not permit transfer to a client’s revocable living trust or to an irrevocable trust for estate planning purposes.

Earn 1 hour of CFP (pending)

Earn 1 hour of CPE or CLE

In order to be awarded the full credit hours, you must be present during the entire webinar