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Wine & Cheese Presentation : How to Review Your Client’s Estate Plan

August 24, 2017 @ 4:15 pm - 5:30 pm

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Please come enjoy our “Happy Hour” from 4:15-4:30 followed by our 1 hour presentation on How to Review Your Clients’ Estate Plan starting at 4:30pm!

Join us to learn about the following:

  • What to look for in a client’s existing estate planning documents
  • Estate plans created even as recently as a few years ago are likely outdated (tax-strategy-wise and flexibility-wise)
  • Reconsidering who should be the trustee of the trust
  • How to know if a trust is unnecessarily exposed to future ex-spouses of beneficiaries

All classes are held at the Davis Schilken DTC location at 7887 E. Belleview Ave., Suite 310 Denver, CO 80111 and will run from 4:15pm-5:30pm with refreshments included.

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

More information to come soon!

Details

Date:
August 24, 2017
Time:
4:15 pm - 5:30 pm
Event Categories:
,

Venue

7887 E. Belleview Ave Suite 820 Denver, CO 80111
7887 E Bellview Ave Suite 820
Denver, CO 80111
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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