Course Overview
Draft provisions addressing management, transfers, and disputes.
Apply charging orders and entity structuring strategies.
Implement IDGTs, GRATs, and discounting techniques.
Structure buy-sell provisions and trust integration.
Course Overview
Draft provisions addressing management, transfers, and disputes.
Apply charging orders and entity structuring strategies.
Implement IDGTs, GRATs, and discounting techniques.
Structure buy-sell provisions and trust integration.
Why Attend
Agenda
Session 1
Introduction to LLCs: History, Structure, and Fundamentals
Session 2
Top Reasons to Love LLCs for Planning
Session 3
Operating Agreement Key Provisions and Applications
Session 4
Asset Protection Strategies Using LLC Structures
Session 5
Anonymity Benefits and Forum Selection Strategies
Session 6
Break
Session 7
Corporate Transparency Act: BOI Reporting and Compliance
Session 8
Succession Planning for Business Continuity Success
Session 9
Estate and Gift Tax Planning with LLCs
Session 10
Common Pitfalls and Best Practices Review
2:00 pm - 2:12 pm EST
Haimo Law
This foundational session traces the evolution of LLCs from the 1977 Wyoming LLC Act through their emergence as the preferred entity choice for estate planners. Participants will explore the core pillars of LLC structure including membership, management options, taxation flexibility, limited liability protections, and the role of governing documents.
Haimo Law
2:12 pm - 2:24 pm EST
Haimo Law
Discover why LLCs represent the ultimate hybrid entity, combining the best legal and tax benefits with unmatched flexibility. This session highlights how LLCs overcome S corporation limitations, foster creative deal-making, and serve as excellent vehicles for estate and succession planning.
Haimo Law
2:24 pm - 2:36 pm EST
Haimo Law
A deep dive into critical operating agreement provisions including ownership structures, management frameworks, transfer restrictions, buy-sell mechanisms, conflict resolution, and profit allocations. The session also examines common pitfalls and practical applications for family limited partnerships, operating businesses, real estate holdings, and investment entities.
Haimo Law
2:36 pm - 2:48 pm EST
Haimo Law
Learn the crucial distinction between inside and outside creditors and how charging order protection creates powerful negotiating leverage against judgment creditors. This session covers state-specific variations in protection, tenants by the entirety ownership strategies, and the TBE plus payable-on-death combination unique to Florida.
Haimo Law
2:48 pm - 3:00 pm EST
Haimo Law
Explore why privacy matters for high-net-worth clients and how state filing requirements vary dramatically between jurisdictions like Florida, Wyoming, and Delaware. Participants will learn strategies for achieving anonymity through nested entity structures and careful registered agent selection.
Haimo Law
3:00 pm - 3:10 pm EST
Haimo Law
A brief intermission allowing participants to refresh and prepare for the remaining technical sessions. Use this time to review materials and formulate questions for upcoming discussions.
Haimo Law
3:10 pm - 3:25 pm EST
Haimo Law
Navigate the evolving landscape of Beneficial Ownership Information reporting requirements under the Corporate Transparency Act, including recent regulatory changes affecting domestic entities. This session addresses compliance obligations, available exceptions, practical complications, and the latest updates practitioners need to know.
Haimo Law
3:25 pm - 3:40 pm EST
Haimo Law
With $84 trillion transferring between generations by 2045, effective succession planning is critical to avoiding business failure and fire sales. This session addresses equitable ownership transitions, management succession strategies, and retention incentives including profits interests, vesting schedules, and golden handcuff arrangements.
Haimo Law
3:40 pm - 3:55 pm EST
Haimo Law
Master advanced wealth transfer strategies including basis adjustment techniques, Section 754 elections, and FLP beneficial enjoyment rules that trigger IRS scrutiny. The session covers wealth-shifting vehicles such as IDGTs, GRATs, and new investment structures, plus critical considerations when trusts own LLC interests including grantor trust status and post-mortem S corporation elections.
Haimo Law
3:55 pm - 4:10 pm EST
Haimo Law
Conclude with an examination of the most frequent documentation failures, structural mistakes, and estate planning integration errors that expose clients to unnecessary risk. Learn how proper planning and thorough documentation can prevent costly disputes, failed successions, and unintended tax consequences.
Haimo Law
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.
Attorneys will learn how to structure LLC operating agreements, maximize asset protection, navigate the Corporate Transparency Act, and implement effective succession planning techniques.
Attorneys will gain practical insights into wealth transfer strategies, tax planning with trusts, discounting techniques, and integrating LLCs with comprehensive estate plans.
Attorneys will learn how to structure LLC operating agreements, maximize asset protection, navigate the Corporate Transparency Act, and implement effective succession planning techniques.
Attorneys will gain practical insights into wealth transfer strategies, tax planning with trusts, discounting techniques, and integrating LLCs with comprehensive estate plans.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
|---|---|---|---|---|
| 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+ |
| Earn "Live" CLE credit |
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Ability to Ask Questions During the Presentation via a Chat Box |
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| Attend "Live" Re-Broadcasts |
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| Exclusive Partner Webinars & Events |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Instant Certificates After Completion |
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| Personalized CLE Platform |
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| Live Conferences |
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| Bootcamps |
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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 |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
|
| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
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.
Haimo Law
Barry E. Haimo is a distinguished attorney whose leadership at Haimo Law is redefining the traditional attorney-client relationship through building genuine, lifelong connections with clients and emphasizing education and empowerment in legal matters.
Haimo Law
Barry E. Haimo is a distinguished attorney whose leadership at Haimo Law is redefining the traditional attorney-client relationship through building genuine, lifelong connections with clients and emphasizing education and empowerment in legal matters.
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:
Date / Time: December 31, 2025
Closed-captioning available
2026-03-27 13:00:00
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
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
2026-03-30 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
