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Lunch & Learn – Planning for Unique Assets, What you need to know

September 18 @ 11:30 am - 12:30 pm

When it comes to Estate Planning not all assets are treated the same, and some types of assets need special attention.  The control and transfer of season tickets, airline miles, crypto currency, and the family pet are some great examples of assets that need special attention in the planning process.  Join us this month as we discuss how unique assets can be accounted for and transferred in your estate plan. 

Complimentary Lunch will be provided

Please RSVP
to Sherice Ritthaler at
720-473-4240 or email saritthaler@dslawcolorado.com

For Professionals, these events will be worth 1 CE credit
for
CPA & CFP

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Details

Date:
September 18
Time:
11:30 am - 12:30 pm

Venue

DTC Office
7887 E. Belleview Ave., Suite 820
Denver, CO 80111
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Testimonials

We were very pleased with the level of expertise available at Davis Schilken. It enabled us to feel confident that we were presented all options. The process was efficient and allowed us to complete our estate planning effectively and efficiently. - W&L R.
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