Name
Session 2: From Liability to Legacy: Mastering LLCs in Estate Planning
Date & Time
Tuesday, September 9, 2025, 10:45 AM - 11:45 AM
Description

This presentation breaks down how Limited Liability Companies (LLCs) can be used as powerful tools for asset protection in estate planning. Starting with the basics, we’ll cover how LLCs shield assets from personal liability, then gradually build to more advanced strategies of pairing LLCs and irrevocable trusts. We’ll also explore how to handle succession planning within LLC agreements vs. through traditional estate planning tools. Attendees will leave with actionable insights and tools, and will: 

  • Understand how LLCs function and how they can be used to protect assets from personal liability.
  • Learn the best strategies for integrating LLCs into simple estate planning and complex asset protection structures.
  • Gain practical tools for structuring succession planning to facilitate the seamless transfer of wealth.