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Wine & Cheese Presentation : How to Review Your Client’s Estate Plan
August 24, 2017 @ 4:15 pm - 5:30 pm
Be the first!
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- Estate plans created even as recently as a few years ago are likely outdated (tax-strategy-wise and flexibility-wise)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 firstname.lastname@example.org
More information to come soon!