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Wine & Cheese Presentation : Stepping Up the Basis Under IRS 1014

March 22, 2018 @ 4:15 pm - 5:30 pm

Please come enjoy our “Happy Hour” from 4:15-4:30 followed by our 1 hour presentation on “Stepping Up the Basis Under IRS 1014” starting at 4:30pm!

Join us to learn about the following:

  • Exercising a general power of appointment over an irrevocable trust
  • Planning with a marital trust and not the old A/B trust model
  • Using a community property state for your trust
  • Planning with a trust protector


This class will be held at the Davis Schilken DTC location at 7887 E. Belleview Ave., Ste 310 and will run from 4:15pm-5:30pm with refreshments included.

Please RSVP to Carolann Donohue by March 20 at 303-670-9855 or [email protected]

You will get a confirmation email from me once I receive your email.  If you do not, please resend or call.

More information to come soon!


March 22, 2018
4:15 pm - 5:30 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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