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Lunch & Learn Presented by Keith Davis & Carl Stevens

February 27 @ 11:30 am - February 28 @ 12:30 pm

Please come enjoy lunch on us while earning 1 hour of CE credit! The presentation “A Survey of Estate Planning Techniques and the Tax Cuts and Jobs Act of 2017” will begin at 11:30 am.

Join us to learn about the following:

  • The New Temporary $11 Million Dollar Estate Tax Exclusion
  • How To Review Current Plans
  • Does Portability Still Matter?
  • Spousal Life Time Access Trusts
  • Domestic Asset Protection Trusts
  • Planning For 199A- Pass Through Tax Breaks
  • Charitable Giving

 

WHERE:

Tuesday February 27, 2018 –  Golden Office located at 523 Park Point Dr., Ste 350 Golden, CO 80401

OR

Wednesday February 28, 2018 – DTC Office located at 7887 E Belleview Ave., Ste 820 Denver, CO 80111

 

LIMITED SPACE AVAILABLE!

Please RSVP to Carolann Donohue by February 23 at 303-670-9855 or cadonohue@dslawcolorado.com

Details

Start:
February 27 @ 11:30 am
End:
February 28 @ 12:30 pm
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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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