Course Overview
Attorneys will learn how LLCs evolved after check-the-box regulations, operating agreement drafting nuances, freeze structures, IRS audit considerations, asset protection strategies, and digital asset planning.
Attorneys will gain practical skills for structuring LLCs, navigating Section 2036 traps, drafting BBA-compliant provisions, implementing charging order protections, and planning for cryptocurrency holdings.
Attorneys will learn how LLCs evolved after check-the-box regulations, operating agreement drafting nuances, freeze structures, IRS audit considerations, asset protection strategies, and digital asset planning.
Attorneys will gain practical skills for structuring LLCs, navigating Section 2036 traps, drafting BBA-compliant provisions, implementing charging order protections, and planning for cryptocurrency holdings.
Agenda
Session 1
Foundations of LLC Use in Tax and Estate Planning
Session 2
Common Pitfalls and Essential Practice Tips for LLCs
Session 3
LLC Operating Agreement Drafting: Legal and Tax Nuances
Session 4
Income Shifting and Estate Freeze Structure Strategies
Session 5
IRS Scrutiny, Audit Risk, and Defensive Planning Strategies
Session 6
Asset Protection Through Charging Orders and Creditor Structuring
Session 7
LLCs for Digital Assets and Cryptocurrency Holdings
12:00 pm - 12:30 pm EST
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
This session traces the evolution of LLCs following the check-the-box regulations and explains how partnership taxation offers advantages like flexible entry/exit, debt basis allocation, and special allocations. Attendees will learn entity classification options and compare LLCs to family limited partnerships for estate planning purposes.
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
12:30 pm - 1:00 pm EST
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
Explore critical misalignments between operating agreements and estate planning structures, including permitted transferee provisions and gift qualification requirements. This session covers valuation discount strategies, Section 2036 traps, and communication protocols between legal and CPA teams.
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
1:10 pm - 1:40 pm EST
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
Master the complexities of Section 704(b) allocation requirements, capital account maintenance, and substantial economic effect safe harbors. This session also addresses structuring manager versus member control provisions and drafting effective buy-sell clauses with proper valuation mechanics.
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
1:40 pm - 2:10 pm EST
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
Learn how profits interests can shift future appreciation to younger generations while freezing the grantor’s estate value through a detailed case study of a food manufacturing business succession. This session examines F reorganizations, freeze structure tools like GRATs and IDGTs, and coordinated wealth preservation planning.
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
2:20 pm - 2:50 pm EST
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
Navigate the BBA centralized partnership audit regime, including election-out requirements, audit stages, and the partnership representative’s expanded authority. Attendees will learn critical operating agreement drafting considerations and lessons from conservation easement syndication disputes.
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
2:50 pm - 3:50 pm EST
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
Understand how charging orders function as judicial remedies and the numerous exceptions that allow creditors to circumvent charging order exclusivity, from single-member LLCs to bankruptcy proceedings. This session provides planning strategies including hot/cold trust structures and protected series LLCs for optimal asset protection.
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
4:00 pm - 4:30 pm EST
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
Address the unique challenges of holding digital assets in LLCs, including IRS classification as property, basis tracking difficulties, and the upcoming Form 1099-DA requirements. Learn essential operating agreement provisions for key management, custody protocols, and estate planning considerations for the digital asset multiverse.
Adkisson Pitet LLP
Capell Barnett Matalon & Schoenfeld LLP
Bradley Arant Boult Cummings LLP
Allegis Law
Bradley Arant Boult Cummings LLP
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
Adkisson Pitet LLP
Jay D. Adkisson is uniquely qualified in creditor structuring and asset protection through LLCs, combining hands-on litigation experience with expertise in shaping national legislation and publishing authoritative works on charging orders and debtor-creditor law.
Adkisson Pitet LLP
Jay D. Adkisson is uniquely qualified in creditor structuring and asset protection through LLCs, combining hands-on litigation experience with expertise in shaping national legislation and publishing authoritative works on charging orders and debtor-creditor law.
Capell Barnett Matalon & Schoenfeld LLP
Robert S. Barnett, JD, Masters (Taxation), CPA, is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law, and charitable planning. He brings creative and practical solutions to estate and business planning, drawing on extensive experience that includes Surrogate’s Court practice, tax dispute resolution, Tax Court representation, and the structuring of financial transactions and charitable gifts. A prolific lecturer and published author on tax and business law, Mr. Barnett is an active participant on numerous professional and charitable boards.
Bradley Arant Boult Cummings LLP
Jeff Cunningham possesses transactional depth and drafting acumen focused on LLC operating agreements, including ownership structuring, buy-sell planning, and control provisions that balance tax efficiency, legal protection, and real-world functionality.
Allegis Law
Rustin Diehl works at the intersection of innovation and tax-savvy estate planning, specializing in freezing structures and digital asset protection through LLCs, translating complex IRS rules into practical planning tools.
Bradley Arant Boult Cummings LLP
Allen Bradley is a trusted advisor in corporate and partnership taxation with strengths in transaction structuring, executive compensation, and compliance planning, frequently involving high-level tax analysis and negotiation with federal authorities.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
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| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
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Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
June 19, 2026
3 Hour Program
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Closed-captioning available
2026-06-19 13:00:00
October 30, 2025
2 Hour Program
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
June 30, 2026
2 Hour Program
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-06-30 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
