Using LLCs in Estate Planning: Strategies, benefits and traps (Including 1hr. of Ethics)

Roger McClure | Washington Wealth Counsellors

Roger J. McClure has been an attorney practicing business and regulatory law for over forty years. He started his career with mega cases in the Bureau of Competition (Anti-Trust) of the Federal Trade Commission and later represented public utilities in national rate and allocation proceedings before the Federal Energy Regulatory Commission. Since starting his own practice, he has been involved in the structuring of Corporations, LLCs, and partnerships in Virginia, Delaware and other jurisdictions.

He has served as counsel in transactions and litigation totaling more than over $700,000,000; private securities offerings; sales, purchases and mergers of businesses; multi-generational planning for family businesses; and IRS tax audits and appeals. He has served as the President of the Northern Virginia Apartment Association and the Northern Virginia Estate Planning Council. He served ten years as an elected state representative in the Virginia House of Delegates. He has published several books and usually conducts ten or more national presentations on business and estate planning per year. He holds a JD cum laude from the Ohio State School of Law.

Clare S. Roubion | Louisiana Legal Ethics, LLC

Clare Roubion graduated cum laude from Louisiana State University in 2011, and magna cum laude from Louisiana State University Law Center in 2014, where she was inducted into Order of the Coif and served as a member of the LSU Law Review. After graduation, she worked as a public defender for the Fifteenth Judicial District Court in Lafayette Louisiana and the Research and Writing Attorney for the Office of the Federal Public Defender for the Middle and Western District of Louisiana. Clare now practices with Louisiana Legal Ethics, LLC.

She is engaged in a limited law practice and in law-related consulting, principally in the areas of legal ethics, lawyer discipline, and judicial discipline. Her practice includes handling disciplinary matters before the Louisiana Supreme Court, the Louisiana Attorney Disciplinary Board and the Louisiana Judiciary Commission, legal malpractice cases, lawyer disqualification motions and lawyer fee disputes. She lives in Lafayette, Louisiana with her husband and two sons. Clare Roubion can be reached by telephone at (337) 258-0101, and by email at [email protected].

Session I – Using LLCs in Estate Planning: Strategies, Benefits and Traps | 12:00pm – 1:40pm

• Structuring Succession Arrangements to Promote Survival Over Generations | 12:00pm – 12:20pm
• Tax, Business Structure, Asset Protection and Security Law Issues and Traps | 12:20pm – 12:40pm
• How to Avoid Adverse IRS Audit Rules for Partnerships | 12:40pm – 1:00pm

Break | 1:00pm – 1:10pm

• Consistency In Estate and Business Plans | 1:10pm – 1:40pm

Session II – Legal Ethics | 1:40pm – 2:50pm

• Recent Rule Making | 1:40pm – 1:55pm
• Cases | 1:55pm – 2:10pm

Break | 2:10pm – 2:20pm

• Ethics Opinions | 2:20pm – 2:35pm
• Best Practices and Related Developments in Legal Ethics, Malpractice, and Professional Responsibility | 2:35pm – 2:50pm