Do you know how to prevent conflict among beneficiaries, preserve the legacy of family summers together, and provide for the proper management of a shared vacation property? This legal course walks through the essential elements of using a limited liability company (LLC) to plan for a vacation home, ensuring that the vacation property brings future generations of the family together and does not tear them apart. This webinar will address the plethora of related issues, including the following:
- Planning for future upkeep and shared expenses
- Outlining the course of action when a (family) member wants to sell or cannot afford to pitch in
- Walking through a sample operating agreement in case an LLC is used (time permitting)
TUITION
Subscriptions
Trust & Estates |
Included |
Business Law |
Included |
Trust Administration |
Included |
Elder Law |
$129 |
Gun Law |
$129 |
Marketing Source |
Included |
Memberships
Essential |
Included |
Trusts & Estates Professional |
Included |
Elder Law Professional |
Included |
Elite |
Included |
CLE HOURS
CLE:
1.0 credits
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN
CFP:
1.0 credits pending (National CFP Board)
CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 10/09/23
ACTION NOTES:
For accurate records, each employee in an organization is required to register individually for CLE attendance reporting and audit. However, if multiple people from an organization (who have individually registered) would like to view together under one employee's registration and login, please send a list of those individuals along with the verification code(s) to cle@wealthcounsel.com, so their attendance is marked accordingly, and accurate credits are reported in states where required by sponsor.
In order to be awarded the full credit hours, you must be present during the entire program.
WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255. Note: we do not offer CPE to CPAs in individual states, only through NASBA.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com