ICLE | Estate Planning for Partnerships and LLCs
Seminars
  
Estate Planning for Partnerships and LLCs
On-Demand Seminar (Posted 07/26/18) | Level: Intermediate
Cosponsored by the Probate & Estate Planning Section of the State Bar of Michigan
    

Some clients coming in for estate planning may not fully grasp the effect of business interests on their ultimate goals. Be prepared to explore and plan for your clients' potential interests in partnerships or LLCs. Get the right information in order to interpret death provisions and other mechanisms for transferring these types of interests. Define the scope of a trustee's responsibilities to the partnership or LLC.

Watch so you can:

  • Ask early and specifically about partnership or LLC interests to address in the estate plan
  • Provide for flexibility in the estate plan to achieve your client's goals
  • Conduct a thoughtful, critical analysis of partnership or operating agreements
Available Formats
ON DEMAND
Ayanna Alcendor talks to Kelli King-Penner about how to avoid trustee conflicts in estate plans...
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