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Phone/Audio Streaming 

Wednesday, March 14, 2018

Program: 1:00-2:00p


Click on the "In Depth" tab for tuition and speaker information.

LLCs can be effective vehicles for achieving client goals in trust and estate planning.

They are particularly helpful in the context of transferring family-held businesses, from obtaining valuation discounts to succession planning and transfer of control. As income tax planning becomes more important in traditional trust and estate planning, LLCs also offer substantial opportunities for tax reduction.

There are also substantial uses of LLCs in holding and transferring real estate, which often forms the most valuable asset in an estate.

This program provides a real world guide to using LLCs in your trust and estate planning practice.

  • Use of LLCs for business succession planning purposes
  • Family LLCs and LPs – practical uses and risks of IRS challenge
  • Rising importance of income tax planning opportunities
  • Issues involved in holding real estate
  • Impact of new tax law
  • Valuation discount planning when using LLCs – and spotting red flags for IRS challenge
Product Information
Date Presented:
March 14, 2018 1:00 PM Eastern
1 hour
NCBA Member Price:
Non-Member Price:
Role of LLCs in Trust and Estate Planning | Phone/Audio Streaming

Program Information and Tuition: 

  • Program time and length: 1:00-2:00p EST (1 hour per program)
  • What is a Phone/Audio Streaming Seminar?
  • Phone/Audio Streaming seminars do not count against the State Bar's six-hour credit limit (per credit year) for computer-based CLE.
  • The instructions and materials are posted under "My Courses". 
  • Passports are not accepted for Phone/Audio Streaming seminars.
  • Co-Sponsored with Webcredenza
NCBA Member $80
Non-Member $80


Speaker Information
Jeffrey M Gad   [ view bio ]
William Kalish   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
CLE Premier Pass