LLCs in Estate Planning and Administration (2025FTINE-2B)

Thursday, October 30, 2025

11:25 AM to 12:25 PM

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Estates and Probate Track

Presented by the Estates and Probate, and Tax Law Sections

About the Program

This seminar will provide an overview of LLCs, a commonly used business organization, taxation issues related to them, and how to deal with them in estate planning and administration.

You Will Learn

About reasons to utilize LLCs and how they can be integrated into estate planning

Who Should Attend

Financial advisors, tax professionals, trusts and estate counsel, and insurance professionals.

Credit

CT: 1.0 CLE Credit (General)
NY: 1.0 CLE Credit (AOP)
1.0 Paralegal CE Credit (General)

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits. 

Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.

Speaker

Morgan-William1 William A. Morgan
Harris Beach Murtha Cullina PLLC, Boston, MA