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Structuring LLCs to Hold Rental Real Estate: Entity Formation, Asset Protection, Tax Strategy, and Litigation Risk (2026 Edition)

2026-05-15 13:00:00

2 hours

2026-05-15 13:00:00

2 Credits

Master LLC structuring for rental real estate, execute 1031 exchanges with precision, and shield client assets using proven entity formation, tax deferral, and compliance strategies.

2026-05-15 13:00:00

2 hours

Master LLC structuring for rental real estate, execute 1031 exchanges with precision, and shield client assets using proven entity formation, tax deferral, and compliance strategies.

2026-05-15 13:00:00

2 hours

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn entity formation, asset protection, tax strategy, and litigation risk for structuring LLCs to hold rental real estate, including 1031 exchanges.

What will you gain

Attorneys will gain a patent-pending verification framework that ensures legacy assets remain legal, liquid, and fully optimized for the modern market.

Entity selection
LLCs vs. partnerships, S corps, and trusts for rental holdings.
LLC membership
Single-member vs. multi-member LLCs.
Series LLCs
Jurisdictional limits, creditor risks, and lender resistance.
State selection
State selection, registration, and foreign qualification issues.
1031 exchanges
Legal foundations, history, tax deferral, and strategic planning.
Advanced structures
Delayed, reverse, and build-to-suit transactions.

What will you learn

Attorneys will learn entity formation, asset protection, tax strategy, and litigation risk for structuring LLCs to hold rental real estate, including 1031 exchanges.

What will you gain

Attorneys will gain a patent-pending verification framework that ensures legacy assets remain legal, liquid, and fully optimized for the modern market.

Agenda

SESSION 1

Entity Selection & Formation for Rental Properties: Getting the Structure Right at the Start

SESSION 2

The Fiduciary Bridge: Merging 1031 Exchange & LLC Velocity with Blockchain Integrity

clock 1:00 pm - 2:00 pm EST

Entity Selection & Formation for Rental Properties: Getting the Structure Right at the Start

Nathan G. Osborn

Montgomery Little & Soran, PC

Robert H.D. Genders

Genders Law & Legacy PLLC

Explore when rental property should be held in an LLC, how client goals shape entity choice, and what formation mistakes create long-term exposure, covering single-member versus multi-member LLCs, Series LLCs, state selection, and financing alignment.

Nathan G. Osborn

Montgomery Little & Soran, PC

Robert H.D. Genders

Genders Law & Legacy PLLC

clock 2:10 pm - 3:10 pm EST

The Fiduciary Bridge: Merging 1031 Exchange & LLC Velocity with Blockchain Integrity

Nathan G. Osborn

Montgomery Little & Soran, PC

Robert H.D. Genders

Genders Law & Legacy PLLC

Explore IRC §1031 foundations, history, and tax deferral; advanced delayed, reverse, and build-to-suit exchange structures; the 45-day and 180-day rules; and a patent-pending verification framework ensuring legacy assets remain legal, liquid, and optimized.

Nathan G. Osborn

Montgomery Little & Soran, PC

Robert H.D. Genders

Genders Law & Legacy PLLC

01 02
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

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.

Recognition & Leadership

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.

Professional Involvement

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.

Experience

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.

Nathan G. Osborn

Montgomery Little & Soran, PC

Robert H.D. Genders

Genders Law & Legacy PLLC

Nathan G. Osborn

Montgomery Little & Soran, PC

Nathan G. Osborn is an Equity Shareholder at Montgomery Little & Soran, PC, where he has built a distinguished practice at the intersection of real estate litigation, real estate transactions, and commercial litigation. Licensed to practice in both Colorado and Nebraska, Mr. Osborn brings a rare dual strength to his work: a seasoned trial attorney who has tried 65 cases, paired with the deep transactional expertise of a full-service corporate counsel. This combined perspective allows him to guide transactional clients around pitfalls that commonly lead to courtroom disputes, while bringing practical, transaction-informed insight to the cases he litigates. Beyond his client work, he is regularly retained as an expert witness in matters involving real estate issues, attorney fees, and trial-related questions.

Education & Credentials

Mr. Osborn earned his Juris Doctor with Distinction in 2007, following a Bachelor of Arts from Texas Christian University in 2003. He is admitted to practice in both Colorado and Nebraska, giving him a cross-jurisdictional platform from which to serve clients throughout the Rocky Mountain and Great Plains regions.

Recognition & Leadership

Mr. Osborn's work has earned consistent recognition from the most respected evaluators in the legal profession. He received the AV Preeminent® rating from Martindale-Hubbell in 2014 — the highest possible rating for legal ability and ethical standards — and has maintained that distinction every year since. He was named a Super Lawyers Rising Star from 2018 through 2021 and has been recognized as a Colorado Super Lawyer in 2023, 2024, and 2025. He has also been honored as a Distinguished Faculty Member by the National Business Institute.

Professional Involvement

A nationally sought-after speaker, Mr. Osborn has delivered well over one hundred continuing legal education programs for organizations including the National Business Institute, the Colorado Bar Association, myLawCLE, WealthCounsel, Halfmoon Education, and the Colorado Real Estate Symposium. His speaking portfolio spans the full breadth of real estate practice, from title insurance, easements, and boundary law to LLC formation, operating agreements, closings, land use, and legal ethics, as well as emerging topics such as the role of generative AI in real estate. He is a recurring presenter at the Colorado Bar Association's Business, Tax, Probate, and Real Estate Luncheon, where he has delivered the annual Real Estate Case Law Update on multiple occasions. As a published author, his work has appeared in The Colorado Lawyer, Probate & Property Magazine (published by the American Bar Association), the Colorado Bar Association Real Estate Law Newsletter, and the Colorado Cattlemen's Association Newsletter, with articles addressing topics such as the use of LLCs to purchase and own rental property, recent Colorado real estate case law, implied easements, and prescriptive easements. In his community, he volunteers as a youth basketball coach.

Experience

Before joining Montgomery Little & Soran, Mr. Osborn served as a Deputy District Attorney in El Paso County, Colorado — foundational trial experience that continues to shape his courtroom approach today. Over the course of his career, he has tried 65 cases across a wide spectrum of real estate and commercial matters, including mineral interest disputes, title insurance contract litigation, lender fraud defense, homeowners' association access disputes, fraudulent conveyance actions, construction defect litigation, judicial foreclosure, boundary and easement disputes, defamation defense, arbitrations involving business misappropriation, and defense of professionals against license complaints. His practice focuses on matters involving real estate title and access disputes, title insurance, boundary and partnership disputes, landlord-tenant matters and leases, foreclosures, title agent negligence, liens, easements, real estate purchases and sales, real estate development, operating agreements, real covenants, partitions, zoning compliance, private and inverse condemnation, treasurer's deeds, vacation rental licensing, bad faith claims against title insurance companies, attorney fee disputes, defamation, and professional licensing defense. He serves a diverse client base that includes title insurance underwriters and agents; commercial and residential landlords and tenants; real estate agents, brokers, and brokerages; real estate developers; and medical professionals such as doctors, dentists and orthodontists, rehabilitation facilities, and physical therapy practices — for many of whom he acts as full-service corporate counsel.

Nathan G. Osborn

Montgomery Little & Soran, PC

Nathan G. Osborn is an Equity Shareholder at Montgomery Little & Soran, PC, where he has built a distinguished practice at the intersection of real estate litigation, real estate transactions, and commercial litigation. Licensed to practice in both Colorado and Nebraska, Mr. Osborn brings a rare dual strength to his work: a seasoned trial attorney who has tried 65 cases, paired with the deep transactional expertise of a full-service corporate counsel. This combined perspective allows him to guide transactional clients around pitfalls that commonly lead to courtroom disputes, while bringing practical, transaction-informed insight to the cases he litigates. Beyond his client work, he is regularly retained as an expert witness in matters involving real estate issues, attorney fees, and trial-related questions.

Education & Credentials

Mr. Osborn earned his Juris Doctor with Distinction in 2007, following a Bachelor of Arts from Texas Christian University in 2003. He is admitted to practice in both Colorado and Nebraska, giving him a cross-jurisdictional platform from which to serve clients throughout the Rocky Mountain and Great Plains regions.

Recognition & Leadership

Mr. Osborn's work has earned consistent recognition from the most respected evaluators in the legal profession. He received the AV Preeminent® rating from Martindale-Hubbell in 2014 — the highest possible rating for legal ability and ethical standards — and has maintained that distinction every year since. He was named a Super Lawyers Rising Star from 2018 through 2021 and has been recognized as a Colorado Super Lawyer in 2023, 2024, and 2025. He has also been honored as a Distinguished Faculty Member by the National Business Institute.

Professional Involvement

A nationally sought-after speaker, Mr. Osborn has delivered well over one hundred continuing legal education programs for organizations including the National Business Institute, the Colorado Bar Association, myLawCLE, WealthCounsel, Halfmoon Education, and the Colorado Real Estate Symposium. His speaking portfolio spans the full breadth of real estate practice, from title insurance, easements, and boundary law to LLC formation, operating agreements, closings, land use, and legal ethics, as well as emerging topics such as the role of generative AI in real estate. He is a recurring presenter at the Colorado Bar Association's Business, Tax, Probate, and Real Estate Luncheon, where he has delivered the annual Real Estate Case Law Update on multiple occasions. As a published author, his work has appeared in The Colorado Lawyer, Probate & Property Magazine (published by the American Bar Association), the Colorado Bar Association Real Estate Law Newsletter, and the Colorado Cattlemen's Association Newsletter, with articles addressing topics such as the use of LLCs to purchase and own rental property, recent Colorado real estate case law, implied easements, and prescriptive easements. In his community, he volunteers as a youth basketball coach.

Experience

Before joining Montgomery Little & Soran, Mr. Osborn served as a Deputy District Attorney in El Paso County, Colorado — foundational trial experience that continues to shape his courtroom approach today. Over the course of his career, he has tried 65 cases across a wide spectrum of real estate and commercial matters, including mineral interest disputes, title insurance contract litigation, lender fraud defense, homeowners' association access disputes, fraudulent conveyance actions, construction defect litigation, judicial foreclosure, boundary and easement disputes, defamation defense, arbitrations involving business misappropriation, and defense of professionals against license complaints. His practice focuses on matters involving real estate title and access disputes, title insurance, boundary and partnership disputes, landlord-tenant matters and leases, foreclosures, title agent negligence, liens, easements, real estate purchases and sales, real estate development, operating agreements, real covenants, partitions, zoning compliance, private and inverse condemnation, treasurer's deeds, vacation rental licensing, bad faith claims against title insurance companies, attorney fee disputes, defamation, and professional licensing defense. He serves a diverse client base that includes title insurance underwriters and agents; commercial and residential landlords and tenants; real estate agents, brokers, and brokerages; real estate developers; and medical professionals such as doctors, dentists and orthodontists, rehabilitation facilities, and physical therapy practices — for many of whom he acts as full-service corporate counsel.

Robert H.D. Genders

Genders Law & Legacy PLLC

Robert H.D. Genders, Esq., is the founder of Investment Counsel Exchange (ICE), a national, attorney-owned platform focused exclusively on the secure, compliant execution of §1031 exchanges. With more than 25 years of hands-on experience across real estate transactions, 1031 exchanges, title operations, corporate training, and investment-strategy consulting, Mr. Genders brings an unusually broad, real-world perspective to the complex landscape of tax-deferred investment. His professional footprint spans work as an in-house corporate attorney, national exchange attorney, CLE/CE educator, and title agency owner — a combination that enables him to advise clients not just on the legal architecture of a transaction, but on how it actually operates in practice. Through ICE, he focuses on education, strategy, and qualified intermediary support that help investors and professionals navigate 1031 exchanges, Delaware Statutory Trusts (DSTs), and multi-jurisdictional investment considerations with clarity and confidence.

Education & Credentials

Mr. Genders has been licensed to practice law in Washington, D.C. since 2002. His legal practice is conducted exclusively through Genders Law & Legacy PLLC, a Washington, D.C.–licensed federal law firm, and is limited to federal matters. He is an approved continuing legal education and continuing education provider with the American Bar Association, the Federal Bar Association, the Florida Bar, and the Florida Department of Business and Professional Regulation (DBPR) — a multi-jurisdictional educator credential that reflects both the breadth of his subject-matter expertise and the trust placed in him by leading regulatory and professional bodies.

Recognition & Leadership

As the founder of Investment Counsel Exchange, Mr. Genders leads a national qualified intermediary platform built around disciplined workflows, institutional safeguards, and experienced coordination for both straightforward and highly complex transactions across jurisdictions. He is widely recognized within the industry for his ability to train and collaborate with a diverse professional audience — including financial professionals, investors, attorneys, CPAs, title agencies, developers, and national underwriters — and for his forward-looking work integrating next-generation settlement technology, investor tools, and modernized exchange architecture into the 1031 process. His platform is also positioned at the forefront of digital-asset and tokenized real-estate workflow licensing, an emerging frontier in real estate investment.

Professional Involvement

Mr. Genders is an active and sought-after educator and speaker on 1031 exchanges, DSTs, qualified intermediary best practices, fiduciary and settlement-process considerations, and multi-jurisdictional investment strategy. His approved status as a CLE/CE provider with the American Bar Association, the Federal Bar Association, the Florida Bar, and the Florida DBPR gives him a national platform for delivering substantive training to attorneys, CPAs, title professionals, and financial advisors. He maintains and curates a vetted professional network — spanning certified tax advisors, financial wealth advisors, real estate brokers and agents, and jurisdiction-specific attorneys — enabling clients to connect with the right specialists for needs that fall outside ICE's educational and qualified intermediary services. Speaking engagements and educational inquiries are welcomed through Investment Counsel Exchange.

Experience

Over the course of a 25-plus-year career, Mr. Genders has built experience across national 1031 exchange platforms, multi-state real estate operations, digital-asset workflow development, and the design of investor-focused educational programs. His prior roles as an in-house corporate attorney, national exchange attorney, and title agency owner give him unusual fluency in both the legal and operational dimensions of real estate and tax-deferred transactions — from the drafting table to the closing table, and from day-to-day title workflow to cross-jurisdictional exchange coordination. Today, through Investment Counsel Exchange, he leads a practice focused on complex 1031 exchange workflows and qualified intermediary services, Delaware Statutory Trust (DST) education and coordination, multi-jurisdictional investment considerations, fiduciary and settlement-process insights, digital-asset and tokenized real estate workflow licensing, and qualified intermediary best practices and compliance awareness. Through Genders Law & Legacy PLLC, he separately provides federal legal services from Washington, D.C. Together, these complementary roles allow Mr. Genders to serve as both a trusted educator to the profession and a strategic guide to investors seeking to navigate the modern 1031 landscape with institutional-grade rigor.

Plans

Proven CLE solutions for every legal professional

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
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Mastering LLC structuring for rental real estate is essential because entity missteps expose clients to personal liability, tax inefficiency, and costly litigation in a highly litigious landlord market.
62%
of rental property buyers plan to use a 1031 Exchange to defer taxes, making like-kind exchange guidance essential for LLC real estate counsel.
30%
of U.S. single-family home purchases in the first half of 2025 were made by investors, a record high driving demand for entity formation advice.
52%
increase in premises liability verdicts exceeding $10 million occurred in 2024, raising the asset-protection stakes for rental property LLCs.
24+
U.S. jurisdictions now authorize Series LLCs for real estate, making state selection a pivotal decision for multi-property investor clients.

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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.

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Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
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Expanding practice
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Live conferences
Join live events with top attorneys and real-world case insights.
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Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
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Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

Alabama
Pending
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Approved
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Approved
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Approved
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Pending
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Approved
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Pending
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No Required
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Pending
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Pending
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Pending
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Pending
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Pending
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Pending
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Pending
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No Required
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No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
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Approved
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Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
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New Jersey
Approved
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Approved
New York
Approved
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Pending
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Approved
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Pending
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Pending
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Pending
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Approved
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Pending
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Pending
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No Required
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Pending
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Approved
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Pending
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Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Pending
Wyoming
Pending

Alabama

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

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs