Steven R. Director gave a presentation on Estate and Asset Protection Planning with LLCs and Related Issues today at the National Business Institute (NBI) seminar on Advanced LLC Tax and Estate Issues. In his presentation, he discussed select provisions of LLCs, asset protection planning using LLCs, Code Section 2036 and its implications, estate planning strategies using LLCs, valuation issues, design/drafting/implementation consideration and consequences, and engagement letter tips for LLCs and FLPs.
Steven R. Director is a director at Bayard. He has over 30 years of experience in the areas of business transactions and tax, as well as trusts and estates. He concentrates his practice on tax, business, estate planning, and estate and trust administration. Steve is a frequent speaker on a variety of tax, asset protection, trust, estate, and business planning topics are seminars and meetings sponsored by professional and community groups.