Latest / Protecting Your Legacy with Estate Planning

Using LLCs in Estate Planning: Structuring Assets and When Stacking Makes Sense
Episode Summary:
In this episode of Protecting Your Legacy with Estate Planning, host Sean O'Connor sits down with Adam Grant, the founding attorney of Stonewood Law Group PC, to discuss the strategic use of LLCs within estate planning. Adam explains how LLCs can be integrated with trusts to protect assets and ensure smooth transitions to beneficiaries while avoiding probate. He highlights the importance of asset protection in California, where landlords face significant liability risks. Adam also delves into the concept of "stacking" LLCs, a strategy to isolate liability and enhance…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.