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Advanced Estate Planning

Earn credit while learning ways to increase the value and profitability of your practice.  Your presenters, from the LawOffices of Davis & Associates, P.C. are Keith Davis, Esq., JD, MBA, LLM (Tax), CPA and Francis Brown, Esq., JD, LLM (Tax), MIM
The focus of this course is designed to help you provide valuable information to your high net worth clients.  This course is designed for attendees who possess a basic understanding of estate planning and who want to study intermediate and advanced concepts.
Topics Covered:
  •  Plan for IRA's & Qualified Retirement Plans
  •  Planning with Family Limited Partnerships (FLPs)
  •  Using Intentionally Defective (or Delightful) Trusts
  •  Using Self Canceling Installment Notes
  •  Using Private Annuities
  •  Using Grantor Retained Annuity Trusts (GRATs)
  •  Exit Planning: Estate Planning for Business Owners
  •  Understanding Employee Stock Ownership Plans (ESOPs)
 
This program, sponsored by the Law Offices of Davis & Associates, P.C., consists of two full-day sessions designed to review estate planning techniques and strategies with an emphasis on building your Wealth Management Practice using practical solutions to estate planning problems. This course has been approved for 16 hours of continuing education credit by the Colorado Division of Insurance and the CFP® Board of Financial Standards. It also qualifies for CPA Continuing Education Credit.
The class is held from 8:30 a.m. to 5:00 p.m. at Davis Conference Center at 523 Park Point Dr., Suite 101, Golden, CO 80401. Registration is necessary since classroom size will limit seating. You are invited to enroll by calling Cindi at (303) 670-9855.

 


 

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Our firm specializes in Estate Planning, Business Planning, Estate and Trust Administration, Corporate Entity Formation and High Net Worth. We help individuals and families plan for life, deal with death, preserve wealth, wealth management and asset protection. Our law firm, attorneys and lawyers handle estate planning cases throughout Colorado (CO) including, but not limited to Alamosa, Arvada, Aspen , Aurora, Beaver Creek, Black Hawk, Boulder, Breckenridge, Brighton, Broomfield, Buena Vista, Canon City, Castle Rock, Centennial, Central City, Colorado Springs, Commerce City, Craig, Crested Butte, Cripple Creek, Denver, Dillon, Durango, Eagle, Englewood, Estes Park, Evergreen, Florence, Fort Collins, Fountain, Frisco, Genesee, Georgetown, Glenwood Springs, Golden, Grand Junction, Grand Lake, Greeley, Green Mountain, Greenwood Village, Gunnison, Highlands Ranch, Idaho Springs, Ken Caryl Ranch, Keystone, Kittredge, Kremmling, LaJunta, Lakewood, Lamar, Larkspur, Las Animas, Leadville, Littleton, Longmont, Louisville, Loveland, Manitou Springs, Monte Vista, Monument, Morrison, Northglenn, Parker, Pikes Peak, Pueblo, Pueblo West, Salida, Sedalia, Steamboat Springs, Telluride, Thornton, Trinidad, Vail, Walsenburg, Westcliffe, Westminster, Winter Park, Woodland Park, Yampa, Yuma, Adams County, Alamosa County, Arapahoe County, Archuleta County, Baca County, Bent County, Boulder County, Broomfield County, Chaffee County, Cheyenne County, Clear Creek County, Conejos County, Costilla County, Crowley County, Custer County, Delta County, Denver County, Dolores County, Douglas County, Eagle County, El Paso County, Elbert County, Fremont County, Garfield County, Gilpin County, Grand County, Gunnison County, Hinsdale County, Huerfano County, Jackson County, Jefferson County, Kiowa County, Kit Carson County, La Plata County, Lake County, Larimer County, Las Animas County, Lincoln County, Logan County, Mesa County, Mineral County, Moffat County, Montezuma County, Montrose County, Morgan County, Otero County, Ouray County, Park County, Phillips County, Pitkin County, Prowers County, Pueblo County, Rio Blanco County, Rio Grande County, Routt County, Saguache County, San Juan County, San Miguel County, Sedgwick County, Summit County, Teller County, Washington County, Weld County, Yuma County and more.