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

Roger McClure
Dane S. Ciolino
Clare S. Roubion
Roger McClure | Washington Wealth Counsellors
Dane S. Ciolino | Loyola University New Orleans College of Law/ Louisiana Legal Ethics, LLC
Clare S. Roubion | Louisiana Legal Ethics, LLC

Live Video-Broadcast: September 9, 2022

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

$245.00 2 hour CLE

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Program Summary

Session I - Using LLCs in Estate Planning: Strategies, Benefits and Traps – Roger McClure

LLCs are today’s premium choice for ownership of real estate, businesses and even professional services companies and are often the source and owner of most of the wealth of successful families.

Professionals who know how to plan estates with LLCs have more to offer than those who only know estate planning or business law, but not their combined power. Blending the business to support the estate plan and the estate plan to support the survival of the business requires knowledge of diverse specialties and the human touch.

Key topics to be discussed:

  • Structuring Succession Arrangements to Promote Survival Over Generations
  • Tax, Business Structure, Asset Protection and Security Law Issues and Traps
  • How to Avoid Adverse IRS Audit Rules for Partnerships
  • Consistency In Estate and Business Plans

Session II – Legal Ethics – Dane S. Ciolino, and Clare Roubion

A survey of recent rule making, cases, ethics opinions, best practices and related developments in legal ethics, malpractice, and professional responsibility.

Key topics to be discussed:

  • Recent Rule Making
  • Cases
  • Ethics Opinions
  • Best Practices and Related Developments in Legal Ethics, Malpractice, and Professional Responsibility

This course is co-sponsored with myLawCLE.

Date / Time: September 9, 2022

  • 12:00 pm – 2:50 pm Eastern
  • 11:00 am – 1:50 pm Central
  • 10:00 am – 12:50 pm Mountain
  • 9:00 am – 11:50 am Pacific

 

Closed-captioning available

Speakers

Roger-McClure_Washington-Wealth-Counsellors_FedBarRoger 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.

 

Dane-S.-Ciolino_Loyola-University-New-Orleans-College-of-Law--Louisiana-Legal-Ethics,-LLC_FedBarDane S. Ciolino| Loyola University New Orleans College of Law/ Louisiana Legal Ethics, LLC

Dane S. Ciolino serves as the Alvin R. Christovich Distinguished Professor of Law at Loyola University New Orleans College of Law. His current scholarly and teaching interests at Loyola include Professional Responsibility, Evidence, Advocacy, and Criminal Law.

Professor Ciolino graduated cum laude from Rhodes College in 1985, and magna cum laude from Tulane Law School in 1988, where he was inducted into Order of the Coif and selected as Editor in Chief of the Tulane Law Review. After graduation, he clerked for the United States District Court, Eastern District of Louisiana, and practiced law at Cravath, Swaine & Moore LLP in New York City, and Stone Pigman Walther Wittmann LLC, in New Orleans.

He has served as reporter to the Louisiana State Bar Association Ethics 2000 Committee, as chairperson of a Louisiana Attorney Disciplinary Board Hearing Committee, as Chair of the Lawyer Disciplinary Committee of the United States District Court for the Eastern District of Louisiana, and as a member of various Louisiana State Bar Association committees including the Professionalism Committee, the Lawyer & Judicial Codes of Conduct Committee, and the Ethics Advisory Service Committee. He also serves as the Executive Administrator and General Counsel to the City of New Orleans Ethics Review Board. His weblog, Louisiana Legal Ethics, is located at https://lalegalethics.org/.

Professor Ciolino engages in a limited law practice and in law-related consulting, principally in the areas of legal ethics, lawyer discipline, judicial discipline, and federal criminal law. He represents clients in disciplinary matters before the Louisiana Supreme Court, the Louisiana Attorney Disciplinary Board, and the Louisiana Judiciary Commission. He also handles legal malpractice cases, lawyer disqualification motions and lawyer fee disputes.

Finally, he consults and serves as an expert witness in the fields of legal ethics, legal fees and the standards of care and conduct governing lawyers. Professor Ciolino can be reached by telephone at (504) 975-3263, and by email at [email protected] For additional biographical information, visit https://daneciolino.com/.

Prof. Ciolino’s legal ethics book, Louisiana Legal Ethics: Standards and Commentary (2018), is available for purchase at https://lalegalethics.org/ and at Amazon.com. Register for Professor Ciolino’s free monthly Louisiana Legal Ethics Newsletter at his blog Louisiana Legal Ethics found at https://lalegalethics.org/ or on his newsletter subscription page: Subscribe to Louisiana Legal Ethics Newsletter.

 

Clare-S.-Roubion_Louisiana-Legal-Ethics,-LLC_FedBarClare 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 he 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]

Agenda

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

  • 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