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Estate Planning Using Family Limited Partnerships or LLCs 2023

Product ID: CA3578R8
Presented By: State Bar of Wisconsin PINNACLE

This program is an excerpt from Step-by-Step Estate Planning II 2023. 

Keep it in the family 

Family limited partnerships (FLPs) and limited liability companies (LLCs) can be estate planning tools that facilitate a smooth and tax-efficient transfer of assets to the next generation. But when should you utilize them?

At Estate Planning Using Family Limited Partnerships or LLCs, Ann M. Rieger will outline the basics of using FLPs and LLCs and explain potential advantages and drawbacks. You’ll learn:

  • How FLPs are formed
  • Operational dos and don'ts
  • How to spot fiduciary liability issues
  • Important valuation considerations
  • Tax implications and benefits
  • And more!
Read More ↓

Sponsored By

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Select a Format

OnDemand seminar

Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE

Date and Time

Monday, February 26, 202412:00 PM - 1:00 PM CT

Add to Calendar 2/26/2024 12:00:00 PM 2/26/2024 1:00:00 PM America/Chicago Estate Planning Using Family Limited Partnerships or LLCs 2023

This program is an excerpt from Step-by-Step Estate Planning II 2023. 

Keep it in the family 

Family limited partnerships (FLPs) and limited liability companies (LLCs) can be estate planning tools that facilitate a smooth and tax-efficient transfer of assets to the next generation. But when should you utilize them?

At Estate Planning Using Family Limited Partnerships or LLCs, Ann M. Rieger will outline the basics of using FLPs and LLCs and explain potential advantages and drawbacks. You’ll learn:

  • How FLPs are formed
  • Operational dos and don'ts
  • How to spot fiduciary liability issues
  • Important valuation considerations
  • Tax implications and benefits
  • And more!
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No longer available, please choose from options above.

Maximum quantity must be less than or equal to 1.

This program is an excerpt from Step-by-Step Estate Planning II 2023. 

Keep it in the family 

Family limited partnerships (FLPs) and limited liability companies (LLCs) can be estate planning tools that facilitate a smooth and tax-efficient transfer of assets to the next generation. But when should you utilize them?

At Estate Planning Using Family Limited Partnerships or LLCs, Ann M. Rieger will outline the basics of using FLPs and LLCs and explain potential advantages and drawbacks. You’ll learn:

  • How FLPs are formed
  • Operational dos and don'ts
  • How to spot fiduciary liability issues
  • Important valuation considerations
  • Tax implications and benefits
  • And more!
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Ann M. Rieger is a partner and executive committee member of the law firm of Amundsen Davis LLC in Brookfield, Wisconsin, concentrating her practice in the areas of estate and business succession planning, corporate law, and legal matters related to tax-exempt corporations. She most often works with closely held business owners, non-profit entities, professionals, senior executives, and other individuals to address business, personal and tax-related challenges. Ms. Rieger graduated with honors from Marquette University with a Bachelor of Science degree in accounting. She earned her law degree, cum laude, from Marquette University Law School.

Ms. Rieger is a speaker for continuing legal education courses for the State Bar of Wisconsin and frequently speaks to other professional and community groups on tax and regulatory matters affecting tax-exempt organizations and estate planning. She is a member of the Milwaukee Estate Planning Forum, the Waukesha County Estate Planning Council, the American Bar Association, and the State Bar of Wisconsin. Ms. Rieger has served on the Boards of Directors of a number of charitable and educational organizations.

  • Learn how FLPs and LLCs are formed
  • Understand the advantages and disadvantages of using FLPs and LLCs in estate planning
  • Identify terms that should be included in a partnership or limited liability operating agreements
  • Understand the income and estate tax consequences of use
  • Preserve your clients’ assets for future generations
  • Estate planning attorneys
  • Wealth management practitioners
  • Small business lawyers 
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