Description

A comprehensive estate plan includes consideration of all your client’s assets, including business interests and fundamental entity planning such as formation of LLCs for asset protection of rental properties, commercial buildings, and business interests.  Join Kate and Victoria to help your clients understand their options for using entity planning as well as the potential benefits including asset protection, privacy, increased organization, smooth transition planning, and avoidance of issues common to entity planning such as title transfers (including mortgage due-on-sale clauses), evaluation of existing insurance coverage, and compliance with entity formalities (including the Corporate Transparency Act).

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Kate Langmore, Esq. and Victoria Ralis, Esq., CPA