Helping Individuals Plan For Everyone They Love and Everything They Own

Opportunities in Estate Planning

The course is designed as a tool to help build your practice in the fast growing senior market by:

•  Increasing your confidence with senior issues

•  Gathering assets as part of the estate planning process

•  Maintaining assets from one generation to another

•  Developing multigenerational clients

•  Identifying opportunities for use of insurance products.

This course emphasizes class questions and participation. Topics will include:

•  Joint Tenancy and Titling Issues

•  How to take advantage of new tax changes

•  Wills

•  Family Limited Partnership Planning

•  Revocable Living Trusts

•  Charitable Reminder Trusts

•  A/B Credit Shelter Trusts

•  "Crummy” Letters/Notices

•  Probate in Colorado

•  Integrating retirement and estate plans

•  Living Wills

•  Business succession planning

•  Medical Powers of Attorney

•  Making estate planning rewarding for you

•  HIPPA Authorizations

•  Income in respect of decedent

•  Special Needs Trusts

•  Understanding Medicaid planning in Colorado

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 and 16 hours credit from The Department of Treasury/Internal Revenue Service for Enrolled Agents.  Course Flyer.

This course will be led by Keith Davis, Esq., JD, MBA, LLM (Tax), CPA and Francis Brown, Esq., JD, LLM (Tax), MIM of Davis & Associates, P.C. The class will be held from 8:30 a.m. to 5:00 p.m. every other month 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.

If these dates don’t work for you, but you would like to be notified of future seminars, please call Cindi at (303)-670-9855.

All events will be held at:

Davis & Associates Conference Center

523 Park Point Drive

Suite 101

Golden, Colorado 80401

Driving Directions

For registration help email cfsmith@davisassocpc.com or call Cindi at (303) 670-9855. 
Course attendees can register for any of the courses on-line or call our 24 hour seminar line (303) 531-5163 to leave a voice mail message.

Course Materials    Planning WHEEL    Living Trust Dresser

Earn Credit

Send mail to davisassoc@incognitosolutions.com with questions or comments about this web site.
 Copyright © 2005- Davis & Associates, P.C.              By

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.