Estate Planning Using LLCs
Presented by Barry E. Haimo, Esq., Founder of Haimo Law
Florida Bar CLE Course No. 2606830N
Course Overview
This advanced CLE course explores the intersection of corporate structuring, estate planning, and asset protection. Led by veteran practitioner and entrepreneur Barry E. Haimo, attendees will analyze real-world case studies on operating agreement mistakes, trust structures, tax mitigation strategies, and succession planning for modern business cycles.
What You’ll Take Away
- Where operating agreements go wrong, and how drafting mistakes undermine estate and asset-protection goals
- Structuring trusts to hold and transfer business interests
- Tax mitigation strategies tied to entity and trust design
- Succession and exit planning across modern business cycles
- How corporate structuring, estate planning, and asset protection intersect in practice
About the Speaker
Barry E. Haimo, Esq., is the founder of Haimo Law, maintaining active practices in Florida since 2010 and New York since 2018 with a core focus on complex estate, trust, business, and asset protection planning. As both a seasoned corporate attorney and an entrepreneur who has successfully scaled and sold companies, he brings a deeply practical, dual perspective to business lifecycles, succession, and exit planning. He combines this transactional expertise with a holistic, client-centered approach, frequently speaking on advanced legal strategies and developing modern estate planning software.
